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 – Expert Connections, rotating table assignments each meal, sponsor networking opportunity to meet Advisors, Reference Beacon Pointe Event App for schedule
8:30 – 11:45 AM Leadership Meetings (Closed Session)
11:45 – 12:45 PM Lunch (Open Diamond Sponsors Only) – Expert Connections, rotating table assignments each meal, sponsor networking opportunity to meet Advisors, Reference Beacon Pointe Event App for schedule
12:45 – 1:30 PM Cliffwater – Philip Hasbrouck, Senior Managing Director (Open Diamond Sponsors Only)
1:30 – 2:15 PM Belle Haven – Update and Macro Thoughts (Open Diamond Sponsors Only)
2:15- 2:30 PM Break (Icebreakers) (Open Diamond Sponsors Only)
2:30- 4:15 PM Leadership Meetings (Closed Session)
4:15 – 4:30 PM Break (Icebreakers) (Open Diamond Sponsors Only)
4:30 – 5:15 PM Blackstone (Open Diamond Sponsors Only)
5:15 – 6:00 PM Leadership Meetings (Closed Session)
5:00 – 6:00 PM Welcome Cocktail Reception – Monarch Bay Terrace (All Sponors Welcome)
6:00 – 6:30 PM Free Time – Meet in the lobby at 6:45 (Open Diamond Sponsors Only)
6:45 – 10:00 PM Dinner – Off-Site – Bottega Angelina Transportation provided to and from the hotel to the event. (Open Diamond Sponsors Only)
Advisor General Session, Full Day
All Wednesday & Thursday sessions are OPEN for Sponsor attendance.
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
All Wednesday & Thursday sessions are OPEN for Sponsor attendance.
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
Advisor General Session, Full Day
No Meetings
Sponsor Information
Below is a map of the meeting space in the hotel. The registration desk for the conference will be located outside the meeting rooms on Monday, 2/27 for Diamond Sponsors and Tuesday, 2/28 at 4:00 pm.
5:00 – 6:00 pm: Advisor Welcome Cocktail Reception location Monarch Bay Sunset Terrace
Leadership sessions will meet in the Pavilion meeting rooms on 2/28 and transition to The Ritz-Carlton Ballroom space 3/01 and 3/02. This area will include a general meeting area and breakout rooms will be located in Salon 1, 2, and Plaza. Breakfast and lunch will be held on the Monarch Bay Courtyard located outside the doors of the meeting space.
- Hotel cancelations: If your plans change and you will no longer be attending the meeting in person. Notify the hotel directly (800) 930-5146 and send me an email to confirm.
- Virtual Presentations: Sponsors who have speakers presenting virtually will receive the Zoom link prior to your segment. I will reach out separately to confirm.
- Sponsors are welcome to attend all sessions unless indicated as closed on the agenda. Tuesday, 2/28 Leadership sessions and dinner (Diamond Sponsors only).
- Notification of any food allergies/restrictions.
- Submit your attendees full name, title, bio (presenters only), headshot (jpg format), logo (jpg format)
- Submit your presentation slides to review by February 20th. Submit to Allie Hines
- Table dimensions 6’x30” (Sponsor area located in the Pre-Function area on the map)
- Submit logo in .ai format
- Any materials that need to be shipped please label the boxes with the information below. We will have a dedicated office space to store boxes and materials.
The Ritz-Carlton, Laguna Niguel
Attn: Christina Mytinger / Conference Concierge
One Ritz-Carlton Drive
Dana Point, CA 92629
Hold for: ____________________
Group: Beacon Pointe
Incoming boxes will be accepted no earlier than three days prior to the first event and all outgoing boxes to be shipped the day of departure. Any items left considered trash
- 3/03 Post event: all sponsor table materials must be completely packed no later than 9:00 am and outgoing boxes need to be labeled. The boxes may be left on your dedicated table and the hotel will ship
- Return labels need to be provided by sponsors either pre-printed or can be emailed to info-BPSummitEvents@beaconpointe.com 2/28-3/02
Local Activities – COMING SOON
