FRIDAY, MAY 29
11:30am – 12:15pm
Registration
Please check in at the registration table just outside of the Pelican Ballroom to receive your name badge and other important conference materials.
12:15pm – 12:30pm
Welcome Session
Arthur Cooper and David McManus will kick off the conference with introductions, announcements, and a welcome message.
12:30pm – 01:00pm
A 100% Pure Options Based Strategy to Manage Volatility
Robert Bomberg, Catalyst Mutual Funds
01:00pm – 01:30pm
Reality Check On Bond Investing
Cody Farmer, Fidelity
01:30pm – 02:00pm
Investing in Top-Ranked Liquid Alternative Funds
Anthony Hazen, Highland Capital Management
02:00pm – 02:40pm
The Six Common Traits of Successful Advisors – Sponsored by NorthStar
Mark Zinder, Mark Zinder & Associates
02:40pm – 03:00pm
Break
03:00pm – 03:30pm
CION, A Middle Market Focused Business Development Company
Mark Currier, CION Securities
03:30pm – 04:30pm
How to Source to Low Risk Managers in Today’s Market Environment
Michael Messinger, Redwood Investment Management
04:30pm – 05:00pm
Economic & Market Outlook + 5 Funds
J.J. Wenrich, Ivy Funds
05:00pm – 06:00pm
PAP Panel – Sponsored by Envestnet
James Cunningham, Esq., Cunnhingham Legal
Michael Clark, M Clark Financial
Kimberly Lee, Esq., Desert Law Group
John Lindsey, Lindsey & Lindsey Wealth Management
Caleb Tsang, VinePoint Wealth Management
06:30pm – 09:30pm
Sunset Dinner
Located on the Catalina Terrace, the sunset dinner features live music, an open bar, and breathtaking views of the sunset over the Pacific Ocean. Cocktail hour begins at 6:30pm. Dinner is served at 7:00pm.
SATURDAY, MAY 30
08:00am – 09:00am
Breakfast
09:00am – 09:30am
Economic Update – Sponsored by Cedar Capital
Rob Stein, Astor Investment Management
09:30am – 10:30am
Identifying Opportunities in the Secular Bull Market
Bob Meeder, Meeder Investments
10:30am – 11:00am
Break
11:00am – 11:30am
Developing Stronger Relationships with COIs
Scott Lamb, Loring Ward
11:30am – 12:00pm
Robo Advisors: What This Means to Your Business
Ryan Connolly, Weatherstone Capital Management
12:00pm – 01:00pm
Lunch
Catalina Terrace
01:00pm – 01:30pm
PE-REIT II Investor Presentation
John Grady, Realty Capital Securities, LLC
01:30pm – 02:30pm
How to Win a Dream Client Using the Laddy Edge
Shannon Beahan, Bob Hum, & David Rosensweet, LTAM
Mark Dreschler, Premier Trust
02:30pm – 02:45pm
Break
02:45pm – 04:00pm
The U.S., California and Orange County Economic Outlook
Dr. Esmael Adibi
04:00pm – 04:15pm
Conclusion
-
Experience private oceanfront balconies, exquisite coastal dining, an award-winning spa and more.
-
The size and format of the event encourages relationship-building and collaboration among advisors.
-
Our focus is to provide practical content for advisors aiming to attract opportunities and close more business.
-
Reserve your seat today, and take advantage of all that the WM&M Conference has to offer.