AGENDA

 

2017-18 Vision Conference Agenda

**Bookmark this page, updates will follow**

 

 

Wednesday, November 8

Time

Event

Location/Notes

Morning

Arrivals

Love Field & DFW Pick Ups

12:00 – 1:00 pm

Transfers to Le Meridian Hotel Galleria

(Check In)

1:00 – 1:30 pm

IWA Home Office Gathering and Tour

Suite 100 / Ground Floor Galleria II Tower

1:30 – 2:00 pm

Welcome, Introductions, and Overview

Five Star Suite 3rd Floor

Rusty Moore / Matt Medeiros

2:00 – 2:30 pm

Lighting Round:  Advisor Introductions

2:30 – 3:00 pm

State of the Industry

Dave Slavik

3:00 – 3:30 pm

Optimizing Your Business

by Enhancing your Online Presence

Brad Shepherd – Wisdom Tree

3: 30 – 3:45 pm

BREAK

3:45 – 4:30 pm

“Launch ‘em!!”

L. Edward Allen, Jr.,

Rear Admiral, (Ret.),

Vice Chairman and Director of IWH

4:30 – 4:50

Economics and Interest Rates

Craig Shaffer

Chief Economist

4:50 – 5:15 pm                

IWM Portfolios Overview

Jeff Pietsch, J.D., C.F.A.

Head of Capital Markets Team

5:15 – 6:00 pm

Enhancing your Tax Alpha

Presented by Security Benefit

6:00 – 8:30 pm

Social / Dinner

A Mi Cocina taste of Tex-Mex

Hosted by Carter Validus

8:30 PM

Return to Le Meridian

Thursday, November 9

Time

Event

Location/Notes

8:00 – 8:30 am

Continental Breakfast

Five Star Suite 3rd Floor

Sponsored by Folio

8:30 -9:00 am

Overview and Objectives for the Day

Rusty Moore / Matt Medeiros /

Jeff Villwock

9:00 – 9:15 am 

Ideas and Best Practices Ideas

Gregg MacInnis

Gmac Family Financial

9:15 – 9:45 am

Omniscient CRM Functionality

Felipe Luna, President Omni

9:45 -10:30 am

Carter Validus Mission Critical REIT

Sponsored by Carter Validus

Presented by Gael Ragone

10:30 – 10:45 am

BREAK

10:45 – 11:15 am

DOL Compliant Financial Planning

11:15 -11:30 am

Compliance Overview

11:30 – 11:45 am

Building and maintaining a successful practice.

Doug Donnelly

11:45 – 12:15 pm

Boston Common/ESG

Sponsored by

John Hancock Investments

12:15 – 1:00 pm

Working LUNCH :

Multi-Factor Investing w/ DFA

Sponsored by

John Hancock Investments

1:00 – 1:30 pm

Cherry Value and Active

Management Strategies

IWM Capital Markets Team

Jeff Pietsch, J.D., C.F.A.

1:30 – 1:50 pm

IWM Bond Portfolio Strategies

Stephen Rye, Northern Capital

Chief Investment Officer

1:50 – 2:15 pm

Practice Management Coaching

Bill Edmonds

Northstar Leadership Solutions

2:15 – 2:30 pm

Ideas and Best Practices Ideas

Roy Carlson

Carlson Financial Services, LLC

2:30 – 2:45 pm

BREAK

2:45 – 3:15 pm

Tactical Management Strategies 

(Sector Rotation, Global Tactical Asset Allocation)

IWM Capital Markets Team

3:15 – 3:45 pm                

Virtual Marketing Strategies

Felipe Luna

3:45 – 4:10 pm

Insurance Marketing

Brady Black, Gradient

4:10 – 4:30 pm

IWM Advisors’ Proposal Tool

John Moore

IWA Advisor Liaison

4:30 – 4:40

Intelligent, Integrated Marketing Solutions

Paige Dawson, President

MPD Ventures

4:40 – 5:00 pm

Ideas and Best Practices

Heath Walters, C.P.A.

5:00 pm 

END OF SESSION / Return to Le Meridian

5:20 – 5:30 pm 

Board Bus at Le Meridian

***Bus Leaves 5:30***

6:00 – 9:00 pm

Top Golf & Dinner (Top Golf The Colony)

Hosted by Medalist

9:00 PM

Return to Le Meridian

Friday, November 10

Time

Event

Location/Notes

8:00 – 8:30 am

Continental Breakfast

Five Star Suite 3rd Floor

8:30 – 8:45 am

Overview and Objectives for the Day

Rusty Moore / Matt Medeiros

8:45 – 9:00 am

Compliance Review and Collect Questionnaires

9:00 – 9:45 am

Medalist Diversified REIT

Presented by Medalist

9:45 -10:30 am

Session Title: Bringing the Strength & Risk Management Expertise                                                                            of the Insurance World to the RIA Community

Lincoln Financial

Cooper Sinclair & Paul Waldeier

10:30 – 10:45 am

BREAK

10:45 – 11:00 am

Open Session

11:00 – 11:20 am

Ideas and Best Practices 

Doug Mauer

11:20 – Noon

Motivational Send Off!

Dr.  Randy Marshall

Noon- 1:00 pm

Working Lunch / 

Recap and Closing Remarks

Rusty Moore / Matt Medeiros

1:00 – 2:00 pm 

Departures for Airport