Agenda

Parking information: 

- Use this map to locate and park in Milbrook or Snow Way garages (202 & 204 on the map)

- To access Milbrook garage (202): Enter onto Throop Dr. from Forest Park Parkway

- To access Snow Way garage (204): Turn onto Snow Way from Big Bend Blvd.

Parking validations will be available to guests at registration.

8:00 AM — 8:30 AM
Check-in/Registration

A light, continental breakfast will be provided. 

8:30 AM — 8:45 AM
Welcome Remarks

Welcome remarks from the conference co-chairs Jana Gregorek, Kristin Poole, and Tim Solberg

Jana Gregorek picture
Jana Gregorek
Kristin Poole picture
Kristin Poole
Timothy Solberg picture
Timothy Solberg
8:45 AM — 9:35 AM
Session 1: The Current State of Wealth Management
Kent Skornia picture
Kent Skornia
Terri Kallsen picture
Terri Kallsen
9:35 AM — 9:50 AM
15-min Break
9:50 AM — 10:40 AM
Session 2: AI and Wealth Management in Practice and in the Future
Lorenzo Naranjo picture
Lorenzo Naranjo
Laura Giokas picture
Laura Giokas
Sindhu Joseph picture
Sindhu Joseph
Chris Kerckoff picture
Chris Kerckoff
Dan Sherman picture
Dan Sherman
10:40 AM — 11:30 AM
Session 3: Health, Wealth, and Financial Fulfillment: Redefining the Future of Advice
Morven McLean picture
Morven McLean
Joe Daly picture
Joe Daly
Hasan Malik picture
Hasan Malik
11:30 AM — 11:50 AM
Break/Transition to Lunch
11:50 AM — 12:40 PM
Lunch Option 1: Beyond the Portfolio - How Leading Firms Engage, Retain and Evolve with High Net Worth Families

Due to limited capacity, you must register to attend this special luncheon. This lunch will be held in the Anheuser-Busch Dining Room on the 3rd Floor of the Knight Center. 

Michelle Bohn picture
Michelle Bohn
Kathy Lintz picture
Kathy Lintz
11:50 AM — 12:40 PM
Lunch Option 2: Market Conditions in a Political Environment

Due to limited capacity, you must register to attend this special luncheon. This lunch will be held in Bauer Hall 550. 

David Hagee picture
David Hagee
11:50 AM — 12:40 PM
Lunch Option 3

For conference participants who do not wish to attend either special lunch panel, a "grab 'n go" lunch will be provided in Frick Forum. 

12:40 PM — 1:00 PM
Break/Transition to Afternoon Sessions
1:00 PM — 1:50 PM
Session 4: Alternatives Beyond Institutional Portfolios
Carla Jackson picture
Carla Jackson
Phil Hasbrouck picture
Phil Hasbrouck
Atul Kamra picture
Atul Kamra
Matthew Rielley picture
Matthew Rielley
1:50 PM — 2:40 PM
Session 5: A Look into the Private Life of Private Equity
Rich Ryffel picture
Rich Ryffel
William Cohan picture
William Cohan
2:40 PM — 3:00 PM
Closing Remarks

Closing remarks from Dean Mazzeo and the conference emcees Jana Gregorek, Kristin Poole, and Tim Solberg

Mike Mazzeo picture
Mike Mazzeo
Jana Gregorek picture
Jana Gregorek
Kristin Poole picture
Kristin Poole
Timothy Solberg picture
Timothy Solberg
3:00 PM — 5:00 PM
Post-Conference Reception - Frick Forum