Tuesday
11/17 

INFORMAL WELCOME RECEPTION

Apps, Drinks, Meet-n-Greet, etc..

Location: The Linebacker Lounge

1631 South Bend Avenue

6:30pm - 8:30pm

Wednesday
11/18

ALL PANEL SESSIONS BEING HELD IN 215/216 MCKENNA HALL - Open to Registered Industry Participants

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Countdown to Kick-off Networking Breakfast:
7:30am – 8:30am
Sponsored by PIMCO
 

Welcome/Opening Remarks: 8:30 am - 8:45am 

Presenter: Doug Ciocca, CEO Kavar Capital  

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Session 1: 8:45am – 9:45am  

Industry Insights/Trends/Outlook
Squawk Box/BB Surveillance

Presenter: Kris Bitterly, Global Head @ Citi Wealth At Work; Kevin Gordon, Head of Macro Research and Strategy for Charles Schwab

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Break 1: 9:45am – 10:00am 

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Session 2: 9:50am – 10:45am  

Scaling your Practice: Growth without Sacrificing Client Experience - Personalization at Scale! 

Presenters: Matt Littlefield, Managing Director UBS; Tony Roberts, Head of Wealth Management Mariner Wealth; Greg Cornick; Theresa Gorin, Managing Director Rockefeller Capital

Moderator: Jessica Mattes, VP Goldman Sachs

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Session 3: 10:45am – 11:30am  

Future-Proofing Family Wealth: Key Trends in Governance, Innovation, and Impact
Presenters: Cathy Molnar, Schwab FO; Patrick McCurry, MWE
Moderator: James Jesse, CEO NewEdge Wealth

Lunch: 12:00 – 1:15pm at FOLEY’S CLUB in the Stadium
Presenters: David Booth, Founder & Chairman DFA -  fireside chat with Medoza College of Business Dean Martijn Cremers

Session 4: 1:30pm – 2:30pm  

CEO Conclave
Presenters: Mike Durbin, CEO Cetera Financial Group; Mike LaMena, CEO Wealthspire; Tom Zidar, CEO Wintrust Wealth  

Moderator: Nikki Kraus, CEO Strategic Investment Group

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Session 5: 2:30pm – 3:15pm 

Barron's Roundtable – Profile of a Highly Ranked Advisor/Team 
Presenters: Kathleen Malone, Managing Director Wells Fargo;

Jon Hayes, Managing Director MAI Capital Management

Moderator: Matt Barthel 

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Break 2: 3:15pm – 3:30pm  

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Session 6: 3:30pm – 4:15pm  

Rewiring Private Wealth: Automation, Intelligence, and the Modern Advisor

Presenters: Colin Falls, CEO GeoWealth; Sean Brown, CEO Ycharts; Mark Buffington, BIP Capital; Steve Leivent, Co-Head, SS&C Wealth & Investment

Moderator: Evan Feagans, TCW

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Session 7: 4:15pm – 5:00pm  

The Alts Imperative: Scaling Allocations in High-Net-Worth Portfolios

Presenters: Steve Vasturia, Cliffwater; Christina Salvi, Monroe Capital; Kelli Marti, Churchill

Moderator: Jeff Killburg, CEO KKM Financial
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Cocktails: 5:30pm / Dinner: 7:00pm

VENUE: Downes Club, 7th Floor of Corbett Family Hall

Fireside chat with Eric Sims - ND Econ Dept Chair
Presenter: Chuck Schwab

After-Party: 9:00pm – 11:00pm
VENUE: Legends of Notre Dame/Senior Bar​

Thursday
11/19

ALL PANEL SESSIONS BEING HELD IN 215/216 MCKENNA HALL - Open to Registered Industry Participants and Students.  Students registration link TBD.  

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Mass at Law School Chapel: 7:15am– 8:00am

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Recruiting Breakfast: 8:15am – 9:15am
Career Fair/Speed-Dating/One-on-one interviews

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Welcome/Opening Remarks: 9:30am – 9:45am  

Presenters: TBD  

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Session 1: 9:45am – 10:45am

Engineered for Growth: Metrics and Mechanics Behind High-Performing Practices

Presenters: Kyle Carlin, General Partner Edward Jones; Shawn Wooden, CEO AIS; Danny Crooks, JPM Private Bank; Claire Cooke, Wealth Advisor CFG

Moderator: Scott Duba, President Prime Capital

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Session 2: 10:45am – 11:45am  

Foundations to Leadership: Decoding the Early-Career Playbook

Presenters: Colin Malec, Savant; Sammy Cooper, Wm Blair; Kyle Rubbinaccio, MS, Camille Bice, JP Morgan Private Bank

Moderator: Eryn Sporl, Fidelity

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Lunch/Networking: 11:45am – 12:30pm  

Lunch served in Rooms 202/204/205/207 McKenna Hall 

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Session 3: 12:30pm – 1:30pm  

The Walk-On Advantage & How Non-Traditional Backgrounds Build Championship Books

Presenters: Victor Abiamiri, Partner Brown Advisory, John Walsh SVP Stifel; Luke Harangody, VP GeoWealth, Lauren Moran, Senior Investment Officer FCS

Moderator: Dayne Crist, Managing Director UBS Wealth Management