Please use the above link to reserve your hotel room in our block. You can also call (800) 930-5146 to speak directly to reservations referencing “Beacon Pointe National Advisors Summit 2023.” Please remember the last day to receive your reduced rate is your cutoff and attrition release date of Friday, February 3, 2023.
Opportunity Awaits
Location: Monarch Bay Sunset Terrace
Advisor General Session, Full Day
7:30 – 8:30 AM Breakfast
8:30 – 8:45 AM Welcome – Kevin DiSano
8:45 – 10:00 AM The Champions Code – Keynote – Ross Bernstein
10:00 – 10:45 AM First Trust – Organic Growth Through Centers of Influence – Brian Gallery
10:45 – 10:52 AM Beacon Skit 1
10:52 – 11:00 AM Transition Break
11:00 – 11:50 AM Break Out Sessions
(Breakout Room 1) Partnering in the Referral Channels (Ken Kann, TJ Hoffman, Todd Reinhart, Mike Bakos) – REGISTER HERE
(Breakout Room 2) – Using Alternatives with UHNW Clients (Jordan Heller) – REGISTER HERE
(Breakout Room 3) – Intergenerational Divide (Amy Osborne – Franklin Templeton) – REGISTER HERE
(Breakout Room 4) – Cohen & Steers – REGISTER HERE
11:50 – 12:45 PM Lunch
12:45 – 1:30 PM Invesco – Golden Hour – Brett Van Bortel
1:30 – 2:15 PM Plan to Performance: How to Position allWEALTH Institutional Investments with Clients – Michael Dow & Kevin DiSano
2:15- 2:20 PM Beacon Skit 2
2:20- 3:00 PM AIR Asset Management
3:00- 3:10 PM Break (Icebreakers)
3:10 – 4:00 PM Lord Abbett – The Great Wealth Transfer (CE Credit) – Brian Dobbis
4:00 – 5:00 PM Unleashing Growth through Deeper Client Engagement and a Women-Centric Approach – Commie Stevens & Alli Warner
5:00 – 5:30 PM Alts Real Estate Panel – Kairos, Griffn – Moderator: Coby Cress
6:00 – 9:30 PM Welcome Reception & Dinner – Dana Lawn
Advisor General Session, Full Day
7:30 – 8:30 AM Breakfast
8:30 – 9:30 AM Investments Update + BlackRock – Topic Economic Outlook 2023 + Q&A Michael Dow
Michael Dow, Jeffrey Rosenberg, Managing Director, Portfolio Manager – Systematic Fixed Income
9:30 – 10:15 AM Virtus – Mid-Cap Market Outlook 2023 (Equities) – Douglas Foreman, CIO – Kane Anderson
10:15 – 10:30 AM Break (Icebreakers)
10:30 – 11:15 AM Panel: Large Cap – Morgan Dempsey, Jensen Investment Management, Natixis – Moderator: Jason Overholtzer
11:15 – 11:20 PM Beacon Skit 3
11:20 – 12:00 PM Apollo Global Management – Alternatives – Marc Rowan, CEO
12:00 – 1:00 PM Lunch
1:00 – 1:35 PM Fixed Income Panel – Segall Bryant & Hamill, Sterling Capital – Moderator: Stephen Marshall
1:35 – 1:40 PM Beacon Skit 4
1:40 – 1:50 PM Transition Break
1:50- 2:45 PM Break Out Sessions
(Breakout Room 1) – CBS/Insurance BP – Integrating Insurance into Your Practice (Scott Plamondon & Tommy Derrick) – REGISTER HERE
(Breakout Room 2) – St. James – The Fragilities and Opportunities in Today’s Equity Market (Larry Redell) – REGISTER HERE
(Breakout Room 3) – Natixis – Custom Indexing with Active Index Advisors – REGISTER HERE
(Breakout Room 4) – Envestnet UMA (Ryan McEreney & David Le) – REGISTER HERE
2:45 – 3:00 PM Transition Break
3:00 – 3:45 PM Ethic – ESG Trends – Corinne Merriman
3:45 – 4:15 PM Donor Advised Fund Committee Presentation
4:15 – 5:15 PM How the Best of the Best Get Better – Allspring Global Investments – Dr. Rick Jensen
5:15 – 7:30 PM Sponsor Cocktail Hour – Ritz Ballroom Foyer
7:30 – 9:30 PM Dinner & Awards Reception – Seated plated dinner, Awards
No Meetings
Hotel Map
Local Activities – COMING SOON
