11:30am – 12:15pm


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


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.


08:00am – 09:00am


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


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


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


02:45pm – 04:00pm

The U.S., California and Orange County Economic Outlook

Dr. Esmael Adibi

04:00pm – 04:15pm


  • Location

    Experience private oceanfront balconies, exquisite coastal dining, an award-winning spa and more.

  • Format

    The size and format of the event encourages relationship-building and collaboration among advisors.

  • Content

    Our focus is to provide practical content for advisors aiming to attract opportunities and close more business.

  • Experience

    Reserve your seat today, and take advantage of all that the WM&M Conference has to offer.