Time
|
Topic
|
Speaker
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7:30 – 8:30 am
|
Registration/Breakfast/Welcome
|
|
8:30 – 9:15am
|
Across the Years: Preparing and Preserving Intergenerational Wealth
|
Christopher Pettit, Vanguard
|
9:15 –10am
|
The Great Wealth Transfer
|
Manju Boraiah, Senior Portfolio Manager, Allspring Global Investments
|
10:00 – 10:45 am
|
Why the Big Moves in the Bond Market are Done
|
Harley Bassman, Managing Partner, Simplify
|
10:45 - 11am
|
Networking Break
|
|
11:00 – 11:45 am
|
Leading the Wealth Transition: Insights from OC CIOs
|
Moderator: Ben Phillips, CIO, Savoie Capital
Panelist 1 - Michael Laven, CFA CEO, Canterbury Panelist 2 – David Young, CFA Founder & CEO, Anfield Capital Management Panelist 3 - TBD
|
11:45 – 12:30 pm
|
Goals Based Investing for ‘The Great Wealth Transfer – Mitigating Risk and Generating Income with Defined Outcome ETFs
|
Jeff Chang, CFA President, Vest
|
12:30 – 1:30 pm
|
Keynote Lunch
|
Meb Faber, CEO, Cambria
|
1:30 – 1:45 pm
|
Break
|
|
1:45 – 2:30 pm
|
Marketing for Growth – Marketing to the Next Generation
|
Candice Carlton Executive Vice President, FiComm Partners, New Skool Podcast
|
2:30 – 3 pm
|
Roundtable 1
|
Shelton Capital FiComm
|
3 – 3:30 pm
|
Roundtable 2
|
Shelton Capital FiComm
|
3:30 – 4:15pm
|
Estate Planning in 2024 and Beyond
|
Eric Bardwell Partner, Jeffer Mangels Butler & Mitchell
|
4:15 – 5pm
|
Sustainability – Three Perspectives
|
Moderator: Mary Sigler, CFA
- Josh Hile, CFA, CEO Citizen Mint
- Jamie Nulph, CFA, MSCI
- Jake Drossner, VP, PM, Clearbridge (sustainability)
|
|
Reception
|
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