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
LEADERSHIP ONLY
7:30 – 8:30 AM Breakfast
8:30 – 8:45 AM Welcome – Kevin DiSano
8:45 – 9:30 AM 2023 Strategic Priorities – Shannon Eusey
9:30 – 10:15 AM M&A, Growth, Importance of Shareholders Excelling – Matt Cooper
10:15 – 11:00 AM Operations Discussion – Karisa Diephouse
11:00 – 11:45 PM Fidelity Client Insight Tool – TBD
11:45 – 12:45 PM Lunch
12:45 – 1:30 PM Cliffwater – Philip Hasbrouck, Senior Managing Director
1:30 – 2:15 PM Belle Haven – Update and Macro Thoughts
2:15 – 2:30 PM Break (Icebreakers)
2:30 – 3:30 PM Leveraging Referral Channels for Growth (Roundtable Discussion) – Andy Reinhardt, Chris Palermo, Graham Pierce, Bo Ward
3:30 – 4:15 PM MD Roundtable – Small Group Break Out Session
4:15 – 4:30 PM Break (Icebreakers)
4:30 – 5:15 PM Blackstone
5:15 – 6:00 PM Investments and Research Roundtable – Michael Dow
6:00 – 6:30 PM Free Time – Meet in the lobby at 6:45
6:45 – 10:00 PM Dinner – Off-Site – Bottega Angelina Transportation provided to and from the hotel to the event.
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
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) – Fiduciary Management – Can You get a Dollar’s Worth of Assets for $0.50 in the Market Today? – 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
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