top of page
A Community Powered by Morgan Stanley Financial Advisors
SUBJECT TO CHANGE – LAST UPDATED 2/12/2023
2023 AGENDA
MONDAY, JUNE 5
10:00AM – Noon
Pickleball Clinic & Tournament (optional, add'l charge)
Tennis Courts
9:00AM – 1:00PM
Family Teams Session - Succession Planning (Optional, Registration Required)
Plaza 1
10:00AM – 2:00PM
Technology Pre-Conference (Optional, Registration NOT required)
Plaza 2/3
10-11AM – Session 1
11-12PM – Session 2
12-1PM – Session 3
1-2PM – Session 4
2:00PM – 3:00PM
Welcome Kickoff & General Session
Ritz Carlton 1-4
3:00PM – 3:10PM
BREAK
3:10PM – 4:40PM
The Social Network
Various
4:40PM – 5:00PM
BREAK
5:00PM – 5:50PM
General Session
Ritz Carlton 1-4
5:50PM – 7:00PM
Asset Manager Reception & Lite Bites
Prefunction
8:00PM – 10:00PM
Barron's Networking & Dessert Party
Join your colleagues and our friends from Barron's for a delicious evening of decadant desserts, fabulous drinks, and camaraderie.
Highball & Harvest
TUESDAY, JUNE 6
6:45AM - 7:15AM
Bootcamp Sweat Fest (Optional, No Charge)
Spa Plaza
8:00AM – 9:00AM
Breakfast
Prefunction
8:00AM – 8:50AM
Optional Wellness Breakfast Session
Ritz Carlton 5
9:00AM – 9:50AM
General Session
Ritz Carlton 1-4
9:50AM – 10:00AM
BREAK
10:00AM – 10:50AM
CONCURRENT BREAKOUTS
Intergenerational
Transfer of Wealth
Reinvestment
Analyst
Institutional
Career Monetization
Ritz Carlton 5
Optional Wellness Breakfast Session
6:45AM – 7:15AM
Bootcamp Sweat Fest
8:00AM – 9:00AM
Breakfast
9:00AM – 9:50AM
General Session
10:10AM – 11:00AM
Breakouts
11:10AM – 12:00PM
Breakouts
12:00PM – 1:00PM
Lunch & Annual APIC Awards
1:00PM – 1:50PM
General Session
2:10PM – 3:00PM
Breakouts
3:10PM – 4:00PM
Breakouts
4:15PM – 5:05PM
General Session
5:05PM – 6:30PM
Cocktail Reception
6:30PM
Sponsor Dinners, or Dinner On Your Own
WEDNESDAY, JUNE 7
6:45AM – 7:15AM
Sunrise Yoga
8:00AM – 9:00AM
Breakfast
9:00AM – 9:50AM
General Session
9:50AM – 10:00AM
General Session
10:00AM – 10:50AM
General Session
10:50AM – 11:45AM
General Session
11:45AM
Conference Concludes. Boxed Lunches provided
12:00PM
Bus Departure for Airport, complimentary
12:10PM
Bus Departure for Airport, complimentary
12:20PM
Bus Departure for Airport, complimentary
bottom of page