| Time |
Track |
Session Title |
Speaker |
| 4:00 - 4:30 pm |
General |
Matrix Update |
John Moody, President, MSCS
Cliff D'Amato, CEO, MSCS
Jamie DeRubertis, Vice President and National Sales Manager, MSCS |
| 4:30 - 5:15 pm |
General |
Regulatory Update: Making Sense of It All |
|
| 5:15 - 5:45 pm |
Break with Exhibitors |
| 5:45 - 6:00 pm |
General |
A Pain in the Assets |
The Music of Phil Feigin |
| 6:00 - 6:45 pm |
General |
TEAM Dynamics |
Lisa Kueng, Executive Director & Campaign Consultant
Greg Heffington, Executive Director, Senior Presentation Consultant |
| 6:45 - 7:45 pm |
General |
The Peterman Guide to the Extraordinary Life |
John O'Hurley, TV Personality (Seinfeld) |
| 8:00 - 10:00 pm |
Cocktail Reception with Exhibitors |
| |
| Time |
Track |
Session Title |
Speaker |
| 7:00 - 7:45 am |
Breakfast with Exhibitors |
| 7:00 - 7:45 am |
Power Breakfast |
Ironman Advisor - Elite Performance in Practice |
Dana Klein, JanusINTECH |
| 8:00 - 9:00 am |
Keynote |
2008 Election Season |
Sam Donaldson, TV News Personality |
9:00 - 9:45 am
(2 concurrent sessions) |
Advisor/TPA Breakout |
Washington Update |
Brian Graff, Executive Director & CEO, ASPPA |
| Bank Breakout |
Money Market Portal Update |
Michael Rice, Money Market Portal Project Manager, Matrix Financial Solutions
Peter Crane, President, Crane Data |
| 9:45 - 10:15 am |
Break with Exhibitors |
| 10:15 am - 12:15 pm |
Special Session |
Advisor & Wholesaler Workshop: Keys to Retirement Sales Success |
Stewart Cohune, President, MG Advisory
Paul Karasik, President, The Wholesaler Institute |
| 10:30 - 11:15 am |
General |
Washington Hot Topics: What to Expect as Legislative and Regulatory Changes Loom on the Horizon for Financial Institutions |
Marc Powers, Partner, Baker Hostetler
Sally Miller, Director of ABA’s Center for Securities, Trust and Investments |
11:15 am- 12:00 noon
(2 concurrent session) |
TPA Breakout |
Navigation to a New Destination |
Christina Stauffer, CFA, Vice President and Member of PIMCO's Account Management Group |
| Bank Breakout |
Fiduciary Responsibilities |
Donald F. Moore, Jr., CEO, Bearmoor, LLC |
| 12:00 noon |
Pick up Box Lunches |
| 12:30 - 6:00 pm |
Networking Activities |
| 7:00 - 10:00 pm |
Dinner at Keystone Ranch |
| |
| Time |
Track |
Session Title |
Speaker |
| 7:00 - 7:45 am |
Breakfast with Exhibitors |
| 7:00 - 7:45 am |
Power Breakfast |
Marketplace Update |
Robert G. Wuelfing, President, RG Wuelfing & Associates and The SPARK Institute |
| 8:00 - 9:00 am |
Keynote |
Outlook for the Economy and Financial Markets |
Richard Hoey, Chief Economist, Bank of New York, Mellon Corporation |
| 9:00 - 9:45 am |
General |
The Age of Decadence - How We Got Here and What Does It Mean For The Future |
Brett Gallagher, Deputy Chief Invetsment Officer, Julius Baer |
| 9:45 - 10:30 am |
Break with Exhibitors |
| 10:30 - 11:30 am |
General |
Success in Wealth Management: The Next Generation |
Gib Watson, President, Prima Capital
Cliff Stanton, CIO, Prima Capital |
11:30 am- 12:15 noon
(3 concurrent session) |
Advisor Breakout |
Inside the Minds of Plan Sponsors Part II – A look at how Plan Sponsors and Participants are reacting in the Post Pension Protection Act Era |
Matt Mintzer, Managing Director, Corporate Retirement Solutions, AllianceBernstein Investments |
| TPA Breakout |
A Guide to Best Practices for 401(k) Plan Investment Committees |
Jeff Johnson, Thornburg |
| Bank Breakout |
Institutional Trends Using ETFs |
Greg Goostray, SSgA |
| 12:15 pm |
Pick up Box Lunches |
| 12:30 - 6:00 pm |
Networking Activities |
| 7:00 - 10:00 pm |
Dinner at Conference Center (Motivational Talk with Goose Gossage) |
| |
| |
Morning Departures |
