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] |