Private Wealth Management Summit September 2019
| Day 2 – Tuesday, September 10, 2019 | |
| 7:00-8:00 | Breakfast [Las Colinas] |
| 8:00-8:45 | Presentation [Cottonwood Room] |
| PropTech – Accelerating Digital Transformation in Real Estate | |
| Sasha Bernier, Senior Vice President, Cheltenham Investments | |
| 8:45-9:30 | Panel Discussion [Cottonwood Room] |
| The Impact Revolution | |
| Moderator: Todd Benjamin, Former Financial Editor, CNN | |
| Dan Farrell, Chairman and Chief Investment Officer, Privos Capital | |
| Jerry Olynuk, Senior Vice President and Portfolio Manager, Northland Wealth Management | |
| Timothy Smith, President & Chief Information Officer, Petro Lucrum, Inc. | |
| Casey Verbeck, Managing Director, Veris Wealth Partners | |
| 9:30-9:45 | Networking Coffee Break [Cottonwood Foyer] |
| 9:45-11:45 | One-on-One Meetings [Lantana] |
| 11:45-12:45 | Keynote Presentation [Cottonwood Room] |
| Master Your Cash Flow | |
| Al Zdenek, Executive Vice President, Mercer Advisors | |
| 12:45-1:45 | Networking Lunch [Las Colinas] |
| Select 1:45-2:30 |
Presentation [Cottonwood Room] |
| Creating a Generational Legacy | |
| Tom Rogerson, President and Chief Learning Officer, GenLeg Co., Inc. | |
| Interactive Roundtable Discussion [Cypress River] | |
| Investing in Blockchain | |
| Mark Kress, Principal, Arden Advisory | |
| Select 2:30-3:15 |
Presentation [Cottonwood Room] |
| How Your Investment Policy Statement Came to Be Written in Code – A Future’s History of Wealth Management | |
| Franklin J Parker, CFA, Chief Investment Officer, Bright Wealth Management | |
| Presentation [Carpenter] | |
| Capitalizing on the Green Rush | |
| Greg Silberman, Chief Investment Officer, ACG Wealth Management | |
| 3:15-3:30 | Networking Coffee Break [Cottonwood Foyer] |
| 3:30-5:30 | One-on-One Meetings [Lantana] |
| 5:30-6:15 | Presentation [Cottonwood Room] |
| Strengthening Your Private Equity Portfolio through Co-Investing | |
| Michael Sluder, Chief Investment Officer, Synovus Family Office | |
| Select 6:15-7:00 |
Interactive Roundtable Discussion [Cottonwood Room] |
| Critical Success Factors for an Effective and Meaningful Due Diligence Process | |
| Panayiotis Lambropoulos, CFA, CAIA, FRM, Portfolio Manager, Employees Retirement System of Texas | |
| Interactive Roundtable Discussion [Carpenter] | |
| Strengthening Corporate Governance through Family Governance Principles | |
| Elaine King, MBA, CFP, Founder and CEO, Family and Money Matters | |
| Interactive Roundtable Discussion [Cypress River] | |
| Capitalizing on Alternatives | |
| Casey Wamsley, Principal, Senior Investment Consultant, Mercer | |
| 7:00 | Evening Reception [Golf School] |
| Join us for a cocktail dinner to maximize informal networking opportunities | |