Private Wealth Management Summit September 2019
| Day 1 – Monday September 9, 2019 | |
| 9:45-11:45 | Event Registration [Cottonwood Foyer] |
| 11:45-12:45 | Welcome Lunch [Las Colinas] |
| 12:45-1:00 | marcus evans Welcome Address [Las Colinas] |
| Stacy Harris-Beckles, Executive Producer, marcus evans | |
| Chairperson’s Opening Address | |
| Todd Benjamin, Former Financial Editor, CNN | |
| 1:00-1:45 | Keynote Presentation [Cottonwood Room] |
| An Investment Outlook: Insights for 2020 and beyond | |
| Victor Canto, PhD, Chief Economist and Managing Director, Global Portfolio Strategies, Cadinha & Co | |
| Select 1:45-2:30 |
Presentation [Cottonwood Room] |
| Navigating the Global Marketplace in an Era of Heightened Volatility | |
| Laura Mattia, PhD, MBA, CFP, Partner, Stonegate Wealth Management | |
| Presentation [Carpenter] | |
| Reconciling Generational Priorities in Legacy Planning | |
| Ernest Miller, Managing Director, Metis Growth Partners, LLC | |
| 2:30-3:15 | Service Provider Briefing [Cottonwood Room] |
| 2:30-3:15 | Networking Coffee Break [Cottonwood Foyer] |
| 3:15-5:15 | One-on-One Meetings [Lantana] |
| Select 5:15-6:00 |
Presentation [Cottonwood Room] |
| Working with Investors – An Entrepreneur’s Perspective | |
| Gaurav Banga, Chief Executive Officer, Balbix | |
| Interactive Roundtable Discussion [Cypress River] | |
| Achieving Optimal Portfolio Construction through Effective Risk Management and Diversification | |
| Clark Cheng, CFA, FRM, Chief Investment Officer, Merrimac Corp. | |
| Select 6:00-6:45 |
Interactive Roundtable Discussion [Cypress River] |
| Market Volatility – The Impact of Changing Market Forces on Investments | |
| Cédric Jacque, Portfolio Manager and Managing Partner, Mensarius AG | |
| Interactive Roundtable Discussion [Carpenter] | |
| AI / Technology Investment Strategies in the Era of US-China Trade War | |
| Darwin Ling, Founder and General Partner , Good AI Capital | |
| 6:45-7:15 | Free Time |
| 7:15-7:45 | Pre Dinner Drinks [Pavilion] |
| 7:45 | Welcome Dinner [Pavilion] |