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Agenda as of 4/11/19 11:00AM. All information subject to change.


MONDAY, JUNE 10

8:00AMAPIC Board Meeting (Board Members Only) 
 9:30AM - 12:30PM

Optional Preconference session
The Resilience Academy
Andy Bernstein
Two thousand years ago, Greek philosophers taught people how to live happier lives and change the world around them by learning to think in a very specific way. Similarly, The Resilience Academy teaches a simple yet profound 7-step system to to let go of limiting thoughts , transform how you see challenges, experience greater empathy, insight, and accountability, and then lead change. If you’re trying to improve a family, a team, an organization, or a culture, this platform gives you a way to produce massive, scalable transformation.

10:30AM-12:00PM Graystone Advisory Council Meeting (Graystone Council Only)
 2:00PM Conference Kickoff & Welcome 
  KEYNOTE SPEAKER
The Great Rewrite
Leonard Brody
3:20PM Concurrent Breakouts 
 

Legends A
INVESTMENT STRATEGIES
ESG - Investing with Impact

Lily Trager, MS
Christian McCormick
Pete Cartwright, APIC

Legends B
HNW/PRIVATE CLIENT
Perspectives on the HNW Investor

Tim Radcliff
April Ferrell

Legends C
INSTITUTIONAL
Essentials of a Finals Presentation

Patrick Schussman
Wm. Craig Dobbs, APIC

Music Row 5
PRACTICE MANAGEMENT
Secrets of a Highly Functioning Team

David Berdon

 4:25PM

GENERAL SESSION
Best Ideas from our Institutional Colleagues

Marc Brookman
Maureen Shuler, APIC

 5:15PM OPENING NIGHT COCKTAIL PARTY 
  Asset Manager Dine-Arounds - Various Times & Locations

TUESDAY, JUNE 11

 7:30AM

BREAKFAST by Region
NEW MEMBER BREAKFAST & CONFERENCE BUDDY MEET-UP

 8:30AM

GENERAL SESSION
The State Of APIC
Marybeth Emson, Mo Shuler & Special Guests

 9:40AM CONCURRENT BREAKOUTS
 

Legends A
INVESTMENT STRATEGIES
Artificial Intelligence, Machine Learning & Disruptive Technologies

Antoine Forterre
Donn Goodman

Legends B
HNW/PRIVATE CLIENT
Most Common Client Mistakes and Misconceptions among the HNW

David Bokman

Legends C
INSTITUTIONAL
Understanding Our Competition

Brian Birnbaum
Norm Nabhan, APIC
Brent Glading, APIC

Music Row 5
PRACTICE MANAGEMENT
The NextGen Advisor

Brendan Trudden, APIC

 10:40AM CONCURRENT BREAKOUTS 
 

Legends A
INVESTMENT STRATEGIES
Man versus Benchmark: The Moat Investing Philosophy

Ed Lopez
Gregory Warrren

Legends B
HNW/PRIVATE CLIENT
Wealth & Wellness 2.0: The Wealth Advisor as a Coach

Joselyn Hall

Legends C
INSTITUTIONAL
OCIO - A Case Study

Tim Skelly, APIC
Suzanne Lindquist
Cheryl Carpenter, APIC

Music Row 5
PRACTICE MANAGEMENT
The Team of the Future

Ross Richards

11:40AM GENERAL SESSION - The Social Network
** Assigned Seating - refer to your name badge for your assignment **
 Adam Warshavsky
 12:30PM LUNCH & DISCUSSION
 1:40PM CONCURRENT BREAKOUTS
 

Legends A
INVESTMENT STRATEGIES
Thematic Research

Scott Helfstein, MS

Legends B
HNW/PRIVATE CLIENT
Using Data to Create a Needs Based Portfolio

Steve Edwards
Dan Hunt, MS

Legends C
INSTITUTIONAL
401(k) and Working Wealth

Brian McDonald
Chris Venuti

Music Row 5
PRACTICE MANAGEMENT
Priceless - The Language of Value

Frank Biasi

 2:40PM CONCURRENT BREAKOUTS 
 

Legends A
INVESTMENT STRATEGIES
Moving Beyond "Why Alts" - The Role of Alternatives in an Environment of Rising Volatility & Investment Rates

Alan Dunne
Brian Sullivan
Eric Duchon

Legends B
HNW/PRIVATE CLIENT
Investing for Income

John Bellows
Scott Davis

Legends C
INSTITUTIONAL
Trustee Jurisdiction Showdown

Chris Smith, MS

Music Row 5
PRACTICE MANAGEMENT
TBD


 3:40PM GENERAL SESSION
Asset Management Panel

Jodie Gunzberg

4:30PM

GENERAL SESSION
An Open Conversation With Management
Marybeth Emson & Maureen Shuler

 5:30PM ASSET MANAGER RECEPTION 
 7:00PM FREE TIME 
 7:45PM

BARRON'S NETWORKING PARTY
DOWNTOWN NASHVILLE BAR CRAWL
Suggested Attire: Casual, for a hot night on the town!


WEDNESDAY, JUNE 12

7:30AM BREAKFAST
 8:30AMKEYNOTE SPEAKER
Economic and Investment Implications of Global Demographics
Dr. Richard Hokenson
 9:40AMCONCURRENT BREAKOUTS
 

Legends A
INVESTMENT STRATEGIES
Measuring Risk & Responding to Volatility - A Global Economic View

David Dali
Matt Hayner
Steve Ciavarone

Legends B
HNW/PRIVATE CLIENT
Strategy & Advisory Solutions for the High Net Worth Investor

Chris Scott Hansen, MS

Legends C
INSTITUTIONAL
Embracing Our Technology

John Pratt
Rupa Jack

Music Row 5
PRACTICE MANAGEMENT
TBD
10:40AM GENERAL SESSION
Crisis Ready Building on Invincible Brand in an Uncertain World
Melissa Agnes
(Ethics CE Credit Available)
 11:30AMCONFERENCE ENDS
Boxed Lunches & Buses provided to Airport

 CIMA  - CE Sessions & Totals To Be Announced.

 CFP  - CE Sessions & Totals To Be Announced.

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