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7:00 am–6:00 pm | South LoggiaRegistration and Information Desk

7:00 am–8:00 am | Mediterranean BallroomBreakfast

8:00 am–8:10 am | Venetian BallroomGeneral SessionOpening Remarks and Welcome

Tricia Kasner, Managing Director, Marketing and Conferences, Barron’s

8:10 am–9:00 am | Venetian BallroomGeneral Session

Geena Davis, Award-Winning Actress and Founder, Geena Davis Institute on Gender in Media

9:00 am–9:15 am | Mediterranean BallroomRefreshment Break

9:15 am–10:05 am Concurrent Breakouts

The CircleAuthenticity: How to Differentiate Your Practice From Your Competitors

Dodee Crockett, Merrill Lynch Wealth Management

Jessica Jones, Edward Jones

Ponce 3Washington Update: Inside the Beltway CFP | IMCA

Libby Cantrill, Executive Vice President, PIMCO

Ponce 4Managing Your Public Image Within the Firm and In Your Community

Barbara Hudock, Hudock Capital Group, LLC

Kathy Roeser, Morgan Stanley Wealth Management

...continued on next column

Ponce 5Leveraging Technology For Efficiency, Relationship Building and Focusing on Real Priorities

Crystal Washington, Author and Technology Marketing Specialist

10:05 am–10:35 am | Mediterranean BallroomNetworking Break

10:35 am–11:25 amConcurrent Breakouts

The CircleHow to Engage, Motivate and Reward Performance Within Your Team

Jennifer Ellison, Bingham, Osborn & Scarborough, LLC

Susan Heuer, Merrill Lynch Wealth Management

Ponce 3Her Place At the Table: Negotiating Skills For Women IMCA

Carol Frohlinger, Esq., President, Negotiating Women Inc.

Ponce 4Media Boot Camp

Jack Otter, Editor, Barron’s Magazine

Jill Schlesinger, Business Analyst, CBS News

Ponce 5The State of the Liquid Alternatives Market CFP | IMCA

Tamara Burden, Principal and Managing Director, Milliman

Lara Magnusen, Portfolio Strategist and Portfolio Manager, Altegris Advisors

Mary Stephens Naphtal, Chief Operating Officer, P/E Investments

Moderated by Marie Moore, Morgan Stanley Wealth Management

ThursdayDecember 3, 2015

11:00 am–8:00 pm | South LoggiaCheck In and Registration

12:00 pm–2:00 pm | Ocean LawnNetworking Luncheon (Advisors only)

2:00 pm–4:00 pm | Ponce 4Pre-Conference WorkshopConstructing and Managing a Synergistic Team IMCA

Paul Blease, Director, OppenheimerFunds CEO Advisor Institute

KT Gallo, CEO Advisor Business Consultant, OppenheimerFunds

5:30 pm–6:30 pm | Mediterranean BallroomCocktail Reception (cocktail attire)

6:30 pm–8:30 pm | Venetian BallroomGala DinnerLeadership, Legacy and Authenticity: A Conversation Among Leaders

Dawn Hudson, Chief Marketing Officer, National Football League; Former President and CEO, Pepsi Cola North America

Paula Polito, Group Managing Director and Client Strategy Officer, Wealth Management Americas, UBS Financial Services, Inc.

8:30 pm–9:30 pm | Magnolia RoomTop 100 Cocktail ReceptionTop 100 Ranked Financial Advisors Past and Present

WednesdayDecember 2, 2015

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11:25 am–11:40 am | Mediterranean BallroomRefreshment Break

11:40 am–12:20 pm | Venetian BallroomGeneral Session

Sallie Krawcheck, Founder, Ellevest and Chair, The Ellevate Companies

12:20 pm–1:30 pm | Venetian BallroomLunch

1:30 pm–1:45 pm | Mediterranean BallroomRefreshment Break

1:45 pm–2:35 pmConcurrent Breakouts

The CircleNetworking Strategies, Centers of Influence and Client Loyalty Ideas

Kim Haws Falasco, Robert W. Baird & Co.

Melissa Spickler, Merrill Lynch Wealth Management

Ponce 3Simple Strategies to Boost Your Brainpower

Heidi Hanna, Founder, Synergy

Ponce 4Millennial Investing: Thoughts, Strategies and Outcomes CFP | IMCA

Katherine Roy, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Asset Management

Interviewed by Louise Gunderson, UBS Financial Services, Inc.

...continued on next column

Ponce 5Folklore of Finance: How Beliefs and Behaviors Sabotage Success in the Investment Management Industry CFP | IMCA

Mirtha Kastrapeli, Senior Research Analyst, Center for Applied Research, State Street Global Advisors

3:55 pm–4:10pm | Mediterranean BallroomRefreshment Break

4:10pm–5:00 pm | Venetian BallroomGeneral SessionConnect Then Lead

Amy Cuddy, Global Business Leader and Harvard Business School Professor

5:00 pm–6:00 pm | Mediterranean BallroomCocktail Reception

Ponce 5The Great Debate: Active vs. Passive CFP | IMCA

Joel Greenblatt, Managing Principal and Co-Chief Investment Officer, Go-tham Asset Management

Duy Nguyen, Portfolio Manager, Chief Investment Officer, Invesco Solutions

Moderated by Shari Burns, Paragon/United Capital Financial Advisors

2:35 pm–3:05 pm | Mediterranean BallroomNetworking Break

3:05 pm–3:55 pm Concurrent Breakouts

The CircleThe Balancing Act: How to Achieve Personal and Professional Balance in Your Life

Deborah Montaperto, Morgan Stanley Private Wealth Management

Nicole Primack Andres, Merrill Lynch Private Banking and Investment Group

Moderated by Andrea Lisher, Managing Director, Head of North America, Global Funds, J.P. Morgan Asset Management

Ponce 3Succession Planning: From Thought to Action IMCA

Sarah Dale, President and Founder, Know No Bounds, LLC

Ponce 4Client Acquisition and Retention: How to Market to HNW Clients and Ask For Referrals

Marcella Behman, Merrill Lynch Private Banking and Investment Group

Laura Wellon, UBS Financial Services, LLC

...continued on next column

Thursday, December 3, 2015continued

Attendees of the Barron’s Top

Women Advisors Summit can

apply for 6 CE CFP credits and

10 CE (toward CIMA®/CIMC®/CPWA®

designations) hours.2015

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FridayDecember 4, 2015

6:30 am–8:00 am | Mediterranean BallroomBreakfast

7:00 am–7:45 am | Venetian BallroomDiscussion Groups (Pre-Registration Required)

Led by Judy Beatrice, Hyperion 360

Informal roundtable discussions about the issues that impact your business. The goal is to provide attendees with new ideas and a fresh perspective.

8:00 am–8:45 am | Venetian BallroomGeneral SessionA Transforming World: Themes and Trends in 2016 IMCA

Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, US Wealth Management, Merrill Lynch Wealth Management

8:45 am–8:55 am | Mediterranean BallroomRefreshment Break

8:55 am–9:45 am Concurrent Breakouts

Ponce 3Continuity Planning: How to Successfully Transition Your Business To the Next Generation IMCA

Patricia Cutilletta, Morgan Stanley Wealth Management

Cynthia Hewitt, Merrill Lynch Wealth Management

Ponce 4Credit Overload: Market Outlooks For 2016 CFP | IMCA

Bonnie Baha, Director, Global Developed Credit, DoubleLine Capital LP

...continued on next column

Ponce 5Presence With Purpose: Adding Impact to Executive Presentations and Conversations

Mary Civiello, President, Civiello Communications Group

Jane Hanson, Communications Coach, Civiello Communications Group

9:45 am–9:55 am | Mediterranean BallroomRefreshment Break

9:55 am–10:45 amConcurrent Breakouts

Ponce 3Team Management: Acquiring Talent, Staff Retention and Growth Planning IMCA

Mary Deatherage, Morgan Stanley Private Wealth Management

Nancy Popovich, Robert W. Baird & Co.

Ponce 4Uncovering the Hidden 1% For Continual High Performance IMCA

Maribeth Kuzmeski, MBA, CSP, President, Red Zone Marketing

Ponce 5Social Impact: The Evolution of Responsible Investing and Where It is Today CFP | IMCA

Debbie McCoy, Managing Director, Impact Investing Strategy, Scientific Active Equity, BlackRock

Amy O’Brien, Head of Responsible Investment, TIAA-CREF

Amy Roberts, National Account Manager, Columbia Threadneedle Investments

Moderated by Teresa Jacobsen, UBS Private Wealth Management

10:45 am–10:55 am | Mediterranean BallroomRefreshment Break

10:55 am–11:35 am | Venetian BallroomGeneral SessionFuture Perfect—A Discussion On Emerging Talent in Wealth Advisory IMCA

Rachel Gottlieb, Senior Vice President, Wealth Management, UBS Financial Services, Inc.

Crystal Ho, Senior Vice President, Morgan Stanley Private Wealth Management

Malia Morales, Senior Vice President, Investments, Private Wealth Advisor, Senior Portfolio Manager, Merrill Lynch Private Banking & Investment Group

Moderated by Kimberly Thekan, Director, Advisor Talent Strategies, Robert W. Baird & Co.

11:35 am | Venetian BallroomClosing Remarks

Sterling Shea, Associate Publisher, Head of Advisory and Wealth Management Programs, Barron’s

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