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Wealth Management Agenda At A Glance
Executive Forum on Advisor Hiring, Training And Retention
Wednesday, September 10, 2008
8.00 |
Continental Breakfast & Registration |
9.00 |
Welcome Remarks
Beth Kuntz, Executive Director, Wealth Management Congress |
9.05 |
Chairperson’s Opening Address |
9.20 |
CASE STUDY: Improve Your Recruitment Strategy To Attract The Most Talented Advisors And Client Relationship Managers
Tracey Warson, Managing Director/ Head of the Western Region, U.S. Trust |
9.55 |
PANEL: Train Your Advisory Team To Provide Holistic Wealth Management Services And Improve Customer Experience
Fernando Garip, Senior Vice President, Chief Investment Officer, Director, Asset Management Services, Commerce Bank
Stasia Washington, Senior Vice President, Director of Sales, Wealth Management
Union Bank of California |
10.30 |
Coffee, Refreshment & Networking Break |
11.00 |
PANEL: Develop A Compensation And Benefit Strategy That Attracts And Retains Your Best Advisors Without Breaking The Bank
Richard Franchella, Senior Managing Director, Private Client Group, RBC Dain Rauscher
Berk Nowak, CFA, CAIA, Co-Founder, Highmount Capital |
11.40 |
CASE STUDY: Establish A Sense Of Loyalty To Ensure Your Top Financial Advisors Stay Put
Berk Nowak, CFA, CAIA, Co-Founder, Highmount Capital LLC |
12.15 |
Luncheon For All Attendees |
1.15 |
WORKSHOP: Create A Winning Wealth Management Business Practice Using the “9 Attributes” of Successful Financial Advisors
Rick Capozzi, Managing Director, National Sales Manager, Global Wealth Management, Morgan Stanley |
2.15 |
CASE STUDY: Standardize Client Review Operations Process To Successfully Drive Your Business Forward
Stephen Nazzaro, Senior Vice President, Wealth Management Services, State Street |
2.50 |
Afternoon Networking & Refreshment Break |
3.20 |
CASE STUDY: Deliver Holistic Wealth Management Services Through Strategic Recruitment And Advisor Development
Jamie McLaughlin, Managing Director, Convergent Wealth Advisors |
3.55 |
CASE STUDY: Provide Superior Service To Your Clientele By Aligning Your Financial Advisors To Their Needs
Susan L. Hirshman, Former Managing Director and Wealth Management Strategist, JP Morgan Asset Management |
4.30 |
Conclusion Of Executive Forum On Advisor Hiring, Training And Retention |
Main Conference Day One
Thursday, September 11, 2008
7.30 |
Continental Breakfast & Registration |
8.30 |
Welcome Remarks
Beth Kuntz, Executive Director, Wealth Management Congress |
8.35 |
Chairperson’s Opening Address |
8.50 |
KEYNOTE: Guarantee Ongoing Client Relationships Through Customer-Centric Strategies To Structure Portfolios And Enhance Advisory Services
Stan Kelly, President of Wealth Management, Wachovia Corporation |
9.25 |
Build A Sustainable Wealth Management Business To Retain Your Market Share
Collin Cohen, President, NorthStar
Brian Lincoln, Associate Partner, IBM Wealth Management Solutions |
10.00 |
CASE STUDY: High Level Strategies For Handling The High Net Worth To Remove The Burden Of Wealth
Charles A. Lowenhaupt, Chairman and Chief Executive Officer, Lowenhaupt Global Advisors |
10.35 |
Coffee, Networking & Refreshment Break In The Solutions Zone |
11.05 |
PANEL: Expand Your Wealth Transfer Strategies To Grow Your Business Among The HNW And Ultra HNW
Michael Murphy, Vice President Financial Advisory Services, Enterprise Financial
Klemens R. Zeller, TEP, CFP, Executive Director, Wealth Planning International Clients, UBS AG
Sarah E.A. Widmeyer, CIMA, Senior Vice President and Managing Director, BMO Nesbitt Burns |
11.45 |
CASE STUDY: Optimizing Wealth Management Sales Force Productivity Through Point Of Sale Staffing And Team Structures To Deliver Highest Quality Wealth Management
Richard Franchella, Senior Managing Director, Private Client Group, RBC Dain Rauscher |
12.20 |
Luncheon For All Attendees |
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Concurrent Sessions. Please Choose Track A or B |
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Track A: Customer Experience |
Track B: Portfolio Maangement |
1.20 |
Chairperson’s Opening Address |
Chairperson’s Opening Address |
1.30 |
PANEL: Capturing The Long Tail In Wealth Management To Ensure You Achieve Maximum Market Share
Brooks Gibbins, SVP, Global Accounts and GM Financial Services, FAST, A Microsoft® Subsidiary |
PANEL: Best Practices In Data Management To Optimize Portfolio Management And The Client Experience
Catherine Louisy-Louis, Director & Head of Global Data Administration, Citi Global Wealth Management
Sarah E.A. Widmeyer, CIMA, Senior Vice President and Managing Director, BMO Nesbitt Burns |
2.05 |
CASE STUDY: Utilize Online Channels To Strengthen Your Brand And Further Your Client Relationships
Kelly Harper, Director, Private Client Group Marketing and Client Strategy, BMO Financial Group |
CASE STUDY: Identifying Trends In UMAs For 2008 And Beyond To Deliver The Best Product Results For Your Wealthy Clients
Steven C Semple, First Vice President, Director of Investment Products, JP Morgan Chase Bank |
2.40 |
Networking & Refreshment Break In The Solutions Zone |
3.10 |
PANEL: Create A Tailored Customer Experience Through Effective Client Segmentation
Jeff Hazelwood, Director of Strategy and Innovation, SEI Private Banking
Klemens R. Zeller, TEP, CFP, Executive Director, Wealth Planning International Clients, UBS AG
Jeffrey W. Durkee, President, M&T Investment Group, M&T Bank Corp.
Darrell B. Jackson, Group Executive - Private Client Servicesm Personal Financial Services, The Northern Trust Company |
CASE STUDY: Keep Ahead Of Your Competition Through Structured And Strategic Portfolio Management
Serge Troyanovsky, Director - Equities & Derivatives, BNP Paribas |
3.45 |
CASE STUDY: Develop Best Practices In Pricing Your Services To Enhance Your Profitability
Russell Campbell, Executive Vice President, Amcore |
CASE STUDY: Stay Ahead Of Your Competition With Effective Overlay Platforms To Consolidate Financial Planning And Investment Activity For Your Clients
Jim Tracy, Director,
Citi Investment Advisory Services |
4.20 |
Interactive Roundtable Discussions
Table 1: Integrating Your Technology Platforms To Maximize Advisor Productivity And Customer Experience
Bryan Bell, Chief Technology Officer, Threshold Group
Table 2: Quell Fears In A Volatile Economy Through Enhanced Customer Communication And Education Strategies
Stasia Washington, Senior Vice President, Director of Sales, Wealth Management, Union Bank of California
Table 3: Think Global – Act Local: Best Practices In Creating A Scalable Network To Increase Your Profitability And Establish Your Local And Global Presence
Moderator, TBD
*Please visit www.wealthmanagementcongress.com for more information
Table 4: Overcome Commoditization Of Your Services: Strategies To Ensure Your Wealth Management Company Doesn’t Fall Through The Cracks
Lee J. Woolley President, Northern Trust Massachusetts, The Northern Trust Company |
5.20 |
Networking Cocktail Reception |
6.00 |
Conclusion Of Day One |
Main Conference Day Two
Friday, September 12, 2008
8.00 |
Continental Breakfast & Registration |
8.55 |
Chairperson’s Opening Address |
9.10 |
COO PANEL: Identifying The Right Technology Platforms To Enhance The Client/Advisor Relationship
Kristine Porcaro, Chief Operating Officer, Lexington Wealth Management
Jeff Zlot, Chief Operating Officer, Presidio Wealth Management
Blaine Maxfield, Chief Operating Officer, SunGard |
9.45 |
PANEL: Enable Visibility Across Your Operations To Grow Your Wealth Management Business
Bryan Bell, Chief Technology Officer, Threshold Group
Stephen Aucamp, Managing Director, Convergent Wealth Advisors
Joe Heffernan, President, Wealth Management, First American Bank |
10.20 |
Coffee, Networking & Refreshment Break In The Solutions Zone |
10.50 |
CASE STUDY: Manage Your Local Regulatory Requirements While Achieving Your Global Business Initiatives
John Robbins CFA, Head of Global Institutional Compliance, Chief Compliance Officer, Deutsche Investment Management, Deutsche Asset Management |
11.25 |
CASE STUDY: Improve Your Client Interactions: Use Behavioral Finance To Better Understand Your Clients’ Motivations
Kristine Porcaro, Chief Operating Officer, Lexington Wealth Management |
12.00 |
PANEL: Strengthen Your Customer-Centric Strategy Through Enhanced Education And Communication Strategies
Susan L. Hirshman, Former Managing Director and Wealth Management Strategist, JP Morgan Asset Management
Berk Nowak, CFA, CAIA, Co-Founder of Highmount Capital LLC, Highmount Capital |
12.35 |
Luncheon For All Attendees |
1.25 |
CASE STUDY: Preparing for the Future of Client Advisory: Achieving Real Behavioral Change To Improve The Client/Advisor Relationship
Edward J. Orazem, Managing Director, Citi Family Office |
2.00 |
CASE STUDY: Strengthen Your Brand Through Concerted Marketing Efforts To Generate Awareness And Attract New Clients
Richard Chambers, Head of Retail Marketing for US & Europe, JP Morgan Asset Management |
2.35 |
CASE STUDY: Deepen Your Client Relationships Through Improved Communication And Transparency Throughout Your Wealth Management Organization
Amy Pitt, Senior Vice President, Director, Wachovia Client Partnership, Wachovia Corporation |
3.10 |
Conclusion Of The Wealth Management Congress |
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