Private Wealth Management Summit September 2019
| Day 3 – Wednesday September 11, 2019 | |
| 7:30-8:30 | Breakfast [Las Colinas] |
| 8:30-9:15 | Presentation [Cottonwood Room] |
| Alternatives – The Good, the Bad and the Ugly | |
| Rob Brown, PhD, CFA, Chief Investment Officer, Integrated Wealth Concepts, LLC | |
| 9:15-9:30 | Networking Coffee Break [Cottonwood Foyer] |
| 9:30-11:00 | One-on-One Meetings [Lantana] |
| 11:00-11:45 | Presentation [Cottonwood Room] |
| Future Disruption of Real Estate | |
| DJ Van Keuren, Vice President, Monfort Family Office | |
| 11:45-12:30 | Presentation [Cottonwood Room] |
| Formulating an Exit Strategy – Spotlight on Expatriation | |
| John Prescott, Managing Director, Family Office Services, Shepherd Kaplan Krochuk | |
| 12:30-12:45 | Chairperson's Closing Comments [Cottonwood Room] |
| Todd Benjamin, Former Financial Editor, CNN | |
| Prize Draw: Weekend for two at Four Seasons Resort and Club Dallas at Las Colinas | |
| Hand in your evaluation form to qualify! | |
| 12:45-1:45 | Closing Networking Lunch [Las Colinas] |