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 1 WEDNESDAY, MAY 13, 2015
2:00 pm -­‐ 8:00 pm Check In & Registration Huntington Foyer 5:30 pm -­‐ 6:30 pm Cocktail Reception 6:30 pm -­‐ 8:30 pm OPENING DINNER & SPEAKER Huntington Ballroom Strategize to Win Carla Harris, Vice Chairman, Wealth Management; Senior Client Advisor, Managing Director, Morgan Stanley Huntington Foyer THURSDAY, MAY 14, 2015
7:00 am -­‐ 6:00 pm Registration/Information Desk Huntington Foyer 7:00 am -­‐ 8:00 am Breakfast 8:00 am -­‐ 9:00 am GENERAL SESSION Huntington Ballroom Understanding the Economy and Navigating Markets Dr. Quincy Krosby, Chief Market Strategist, Prudential Annuities 9:00 am -­‐ 9:15 am Refreshment Break Huntington Foyer Huntington Foyer Attendees of the Barron’s Diversity Summit can apply for 2 CE CFP Credits & 5 CE hours toward CIMA®/CIMC®/CPWA® designations. See Registration Desk for details. Issued: May 6, 2015 2 THURSDAY, MAY 14, 2015
9:15 am -­‐ 10:05 am BREAKOUTS ■ The 50 Minute MBA: Running Your Practice Viennese Ballroom Like a Business Eric Sheikowitz, Focus Partners, LLC Michael Silver, Focus Partners, LLC ■ Robo Advisors: Where Will We Fit in the Investment Huntington Salon 1 Landscape? Marie Dzanis, Senior Vice President and Head of Distribution, Northern Trust Asset Management 10:05 am -­‐ 10:30 am Networking Break 10:30 am -­‐ 11:20 am BREAKOUTS ■ Decoding G2: Connecting with the Next Generation of 11:20 am -­‐ 11:35 am Refreshment Break Huntington Foyer Viennese Ballroom Clients and Advisors Aubrey Lee, Merrill Lynch Wealth Management Ryan Mizushima, Edward Jones Kevin Pasha, Morgan Stanley Wealth Management ■ Lost in Translation? The Case for International Huntington Salon 1 Equities John Escario, Manager, Investment Product Group, T. Rowe Price Huntington Foyer Attendees of the Barron’s Diversity Summit can apply for 2 CE CFP Credits & 5 CE hours toward CIMA®/CIMC®/CPWA® designations. See Registration Desk for details. Issued: May 6, 2015 3 THURSDAY, MAY 14, 2015
11:35 am -­‐ 12:25 pm Discussion Groups Horseshoe Garden Informal roundtable discussions about the issues that impact your business will give you new ideas and a fresh perspective. Cards will be placed at each table detailing broad topics of conversation. Pre-­‐Registration not required. 12:25 pm – 1:30 pm LUNCH Horseshoe Garden 1:30 pm -­‐ 1:40 pm Refreshment Break Huntington Foyer 1:40 pm -­‐ 2:30 pm BREAKOUTS ■ Key Success Factors to Mastering Group Dynamics Viennese Ballroom Lauris Lambergs, Partner, RayLign Gregory Rogers, Founder & President, RayLign ■ Servicing Domestic Partnerships and the LGBT Huntington Salon 1 Community Margaret Archer, Wells Fargo Advisors, LLC Catherine Burgess, Morgan Stanley Wealth Management 2:30 pm -­‐ 2:45 pm Refreshment Break 2:45 pm -­‐ 3:45 pm GENERAL SESSION Huntington Ballroom When Passion Becomes Your Purpose: Two Entrepreneurs’ Path to Success Moderated By: Sterling Shea, Managing Director, Head of Advisor Programs, Barron’s Reshma Saujani, CEO, Girls Who Code Tristan Walker, Founder and CEO, Walker and Company Brands 3:45 pm -­‐ 4:00 pm Refreshment Break Huntington Foyer
Huntington Foyer Attendees of the Barron’s Diversity Summit can apply for 2 CE CFP Credits & 5 CE hours toward CIMA®/CIMC®/CPWA® designations. See Registration Desk for details. Issued: May 6, 2015 4 THURSDAY, MAY 14, 2015
4:00 pm -­‐ 5:00 pm GENERAL SESSION Huntington Ballroom 2015 Outlook: Market Expectations, Geopolitical Insights, and the Value of Diversity Interviewed By: Tom Seabron, Morgan Stanley Wealth Management John Rogers, Founder, Chairman, Chief Executive Officer, Chief Investment Officer, Ariel Investments 5:00 pm -­‐ 6:00 pm Cocktail Reception Huntington Foyer FRIDAY, MAY 15, 2015
7:00 am -­‐ 11:00 am Registration/Information Desk Huntington Foyer 7:00 am -­‐ 8:00 am Breakfast 8:00 am -­‐ 9:00 am GENERAL SESSION Huntington Ballroom The Price, Cost and Value of Authentic Leadership Shundrawn Thomas, Executive Vice President, Head of Funds and Managed Accounts Group, Northern Trust Asset Management 9:00 am -­‐ 9:15 am Refreshment Break Huntington Foyer Huntington Foyer Attendees of the Barron’s Diversity Summit can apply for 2 CE CFP Credits & 5 CE hours toward CIMA®/CIMC®/CPWA® designations. See Registration Desk for details. Issued: May 6, 2015 5 FRIDAY, MAY 15, 2015
9:15 am – 10:05 am BREAKOUTS ■ Today’s Preparation, Tomorrow’s Success: Steps for Viennese Ballroom Growth in 2015 Susana Lugones, Merrill Lynch Wealth Management Andrew Ramos, Edward Jones Jesse Walton, Morgan Stanley Wealth Management ■ Managing Healthcare Costs in Retirement Huntington Salon 1 Joseph Anderson, Director, Advanced Planning Group, Prudential Annuities 10:o5 am -­‐ 10:20 am Refreshment Break 10:20 am – 11:20 am GENERAL SESSION Motivating and Retaining High Performing Millennials Fran Skinner, Co-­‐Founder & Partner, AUM Partners, LLC Huntington Ballroom 11:20 am Closing Remarks Huntington Ballroom Huntington Foyer
Attendees of the Barron’s Diversity Summit can apply for 2 CE CFP Credits & 5 CE hours toward CIMA®/CIMC®/CPWA® designations. See Registration Desk for details. Issued: May 6, 2015