Agenda
Tuesday
11/18
WELCOME RECEPTION
...apps, drinks, gift bags, etc..
Location: The Linebacker Lounge
1631 South Bend Avenue
6:30pm - 8:30pm
Wednesday
11/19
ALL PANEL SESSIONS BEING HELD IN 215/216 MCKENNA HALL - Open to Registered Industry Participants
Breakfast: 8:00am – 8:45am
Prayer/Welcome/ Opening Remarks
Presenter: Doug Ciocca, CEO Kavar Capital
Session 1: 8:45am – 9:30am
"Who will manage the next trillion dollars?"
Presenter: Kris Bitterly, CEO @ Citi Wealth At Work
Break 1: 9:30am – 9:45am
Session 2: 9:45am – 10:45am
WealthTech, AI and the Industry Panel Discussion
Presenters: Dr. Nitesh Chawla, Frank M. Freimann Professor of Computer Science and Engineering @ the University of Notre Dame; Tony Xie, Director of Product Mgt, Wealth Mgt Solutions @ Morningstar; Vipin Mayar, Head of AI Innovation @ Fidelity Investments; Steve Leivent, SVP @ SS&C Wealth & Investment Technologies
Moderator: Melissa Stolfi, Global Chief Operating Officer, TCW
Session 3: 10:45am – 11:30am
Wealth Manager Roundtable – Profile of a Highly Ranked Advisor/Team
Presenters: Joe McLean, Managing Partner, Family Office @ MAI; Brad Dehond, Managing Director @ Morgan Stanley
Moderator: Matt Barthel, Wealth Management Writer @ Barron’s
Lunch: 11:45am – 1:00pm at FOLEY’S CLUB in the Stadium
Presentation: Frank Barry, Author, Speech writer, Bloomberg Opinion Columnist
Session 4: 1:15pm – 2:15pm
CEO Conclave Panel Discussion: Opportunities, Challenges, Positioning and Prudence
Presenters: Mike O’Grady, CEO @ Northern Trust; Mike Durbin, CEO @ Cetera Financial Group; Tom Zidar, CEO @ Wintrust Wealth Management
Moderator: Mike LaMena, CEO @ Wealthspire Advisors
Session 5: 2:15pm – 3:15pm
Tax & Estate Planning Panel Discussion: Current & Generational Considerations
Presenters: Scott K. Martinsen, Partner @ Kembell, Woods and Martinsen; Tricia Buhrfiend, Member @ Clingen Callow & McLean; Patrick McCurry, Partner @ McDermott, Will & Schulte
Moderator: Ryan Landsberg, CPA, CFP, Partner @ Plante Moran Financial Advisors
Break 2: 3:15pm – 3:45pm
Session 6: 3:45pm – 4:45pm
Investment Management Panel Discussion: Alpha Opportunities, Market Inefficiencies and Asset Allocation
Presenters: Notre Dame Mendoza College of Business Dean Martijn Cremers; Chris Toomey, Managing Director @ Morgan Stanley; Corey Hill, Head of Portfolio Insights @ JP Morgan Asset Management
Moderator: Cathy Stahl, Global Head of Marketing @ PIMCO
Session 7: 4:45pm – 5:45pm
WM Practice Transition/Succession/Sale Panel Discussion: Options for Off-ramps
Presenters: Sean Kelly, Morgan Stanley PWM (ret); Katie St. Onge, COO @ Constellation Wealth Capital; Tom Freeman, MD & Sr. Portfolio Manager @ FCS
Moderator: Mark Tabit, Sr. VP, Merrill Lynch PWM (ret)
Cocktails: 6:00pm / Dinner: 7:00pm
VENUE: DOWNES CLUB, 7th Floor of Corbett Family Hall
Keynote Speaker: Peter "Pete" Bevacqua
Vice President & James E. Rohr Director of Athletics
Moderator: Tom Galloway, Senior Global Relationship Manager @ Allspring Global Investments
Thursday
11/20
ALL PANEL SESSIONS BEING HELD IN 215/216 MCKENNA HALL - Open to Registered Industry Participants and Students. Students, please register here.
Prayer/Welcome/Opening Remarks 9:30am – 10:00am
Opening remarks by the presidents of the Wealth Management Club on campus
Session 1: 10:00am – 11:00am
Wealth Management – Framing the Opportunity & Navigating the Landscape
Presenters: Kenny Correa, MD, Head of Business & Client Development @ Merrill Lynch; Chris Cooke, Co-CEO @ Cooke Financial Group
Moderator: Brian Bonvechio, Managing Director, Wealth Management Advisor, Merrill Lynch
Session 2: 11:00am – 12:00pm
Pathways to a Career in Wealth Management Panel Discussion.
Sponsored by Charles Schwab & Co and populated w/ members of the RIA community
Panelists: Scott Duba, CIO @ Prime Capital; Jim Keenan, CEO @ Walter & Keenan; Mike Landsberg, Partner @ HB Wealth; Kerrie Debbs, CFP & Managing Director, Wealth Advisor @ Farther Wealth
Moderator: Jill Matesic, Family Office Strategist, Charles Schwab & Co.
Lunch Break: 12:00pm – 12:45pm
Lunch served in Rooms 202/204/205/207 McKenna Hall
Post-Lunch Presentation Fireside Chat: 12:45pm - 1:45pm
Northwestern Mutual President & CEO, Tim Gerend
Moderator: TBD
Session 3: 1:45pm – 2:45pm
A Day in the Life of a Young Wealth Manager/The Science of Networking
Panelists: Andrew Lynch, Wealth Manager @ Walter & Keenan; Ben Galloway, CFP , Senior Financial Advisor @ Greenspring Advisors; Connor Smith, Wealth Advisor @ Rockefeller Wealth Management; Victoria Coppola, Analyst @ JP Morgan; Noah Babin, Wealth Advisor @ Mariner; Molly Fernandez, Director of Enterprise Customer Success @ YCharts
Moderator: Eryn Sporl, Head of University Talent @ Fidelity Investments