Wednesday, May 8

8:00 AM - 1:00 PM Pre-Conference Advisory Council Meeting (Advisory Council Only)

4:30 PM - 5:30 PM Sponsor Meeting (Sponsors Only)

6:00 PM - 9:00 PM Welcome Reception

 

 
 

Thursday, May 9

8:30 AM - 9:00 AM Opening Remarks
Joseph Hunter, President and CEO

9:00 AM - 10:00 AM Economic Outlook
Kenneth Kim, Chief Economist, Chief Financial Strategist

10:00 AM - 10:50 AM Know What you Own: Understanding Options- Based Strategies
Marc Odo, Swan Global Investments

10:50 AM - 11:05 AM Break

11:05 AM - 11:25 AM What 100 Years of Stock Market History Tells Us
Jay Kaeppel, Alpha Investment Management, Inc.

11:25 AM - 11:55 AM EQIS Due Diligence Process
Andre Minassian, Senior Investment Analyst

11:55 AM - 12:15 PM Money Manager Presentation
Bill Baker, Gainswood Investment Management, Inc.

12:15 PM - 1:00 PM Lunch

1:00 PM - 1:45 PM Money Manager Panel Session: Manager Market Outlook, 2019 and Beyond
Jay Kaeppel, Alpha Investment Management, Inc.
Arno Mayer, Financial Trust Asset Management

Bill Baker, Gainswood Investment Management, Inc.


1:45 PM - 2:05 PM A Nutrition Class on Factor Investing
Arno Mayer, Financial Trust Asset Management
Mike Matthews, Financial Trust Asset Management


2:05 PM - 2:35 PM EQIS Technology Update
Lisa Curran, Chief Administrative Officer

2:35 PM - 3:05 PM EQIS Investment Update
Jonathan Shiffer, Chief Investment Officer

3:05 PM - 3:15 PM Closing Remarks

6:00 PM - 10:00 PM Evening Event- Reception and Dinner at Oracle Park

Join us this evening as we bus over to the home field of the San Francisco Giants, Oracle Park. While the
Giants will not be playing, we will have a once in a lifetime opportunity to explore the club level and take in the breathtaking view of the park and the bay beyond. Dinner will be provided and tours of the park will be available throughout the evening.


 
 

Friday, May 10

8:30 AM - 8:45 AM Opening Remarks
Joseph Hunter, President and CEO

8:45 AM - 9:45 AM Six Common Traits of the Most Successful Advisors
Mark Zinder, Former Spokesperson for Sir John Templeton

9:45 AM- 10:35 AM Folio Update and Q&A Session
Greg Vigrass, Folio Institutional
Ryan Harmon, Folio Institutional
John Kenny, Folio Investing

10:35 AM- 10:55 AM Break


10:55 AM - 11:15 AM Uncertainty, Risk and Markets Over Time
Phillip Martin, Martin Investment Management, LLC

11:15 AM - 11:45 AM EQIS Sales Update
Tim Parkinson, Chief Distribution Officer

11:45 AM - 12:15 PM Financial Advisor Best Practices Panel Session

12:15 PM - 1:00 PM Lunch

1:00 PM - 2:00 PM Toews Managing Investor Behavior
Eben Burr, Toews

2:00 PM - 2:20 PM Money Manager Presentation
Jay Handy, SignalPoint Asset Management

2:20 PM- 2:40 PM Break

2:40 PM - 3:00 PM EQIS Operational Update
Vanessa Knightly, VP Operations

3:00 PM - 3:45 PM Money Manager Panel Session: Market Volatility and Its Impact on
Investments

3:45 PM- 4:00 PM Closing Remarks

6:00 PM - 10:00 PM Evening Event- Wild West Dinner Cruise and Casino

This evening we will board the Empress Hornblower for a Reception and Dinner in the San Francisco Bay. The theme will be Wild West and costumes are strongly encouraged. After dinner, enjoy the sights as we open up the casino for some friendly card games.


 
 

Saturday, May 11

7:30 AM- 10:00 AM Farewell Breakfast

Departures All Day

 

*Schedule Subject to Change