Agenda
Partnership 2008 Spring Regional Conference
May 21
Hyatt Regency Newport Beach
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Wednesday, May 21
7:00 a.m. - 6:00 p.m.
Conference Registration and Hospitality Desk Open
7:00 a.m. - 8:00 a.m.
Breakfast with Exhibitors
8:00 a.m. - 9:15 a.m.
Opening Remarks
Tom Bradley, President
TD AMERITRADE Institutional
9:15 a.m. - 10:15 a.m.
Morning Keynote Presentation
Partisans and Politics
Tucker Carlson – Senior Correspondent, MSNBC
10:15 a.m. - 11:00 a.m.
Refreshment Break with Exhibitors
11:00 a.m. - 12:00 p.m.
Breakout Sessions (Running Concurrently)
Overview of Veo© Next Generation – Jon Patullo, TD AMERITRADE Institutional
Ric Edelman, Edelman Financial Services LLC
Mutual Fund Panel Session - International Investing in a Volatile Environment
12:00 p.m. - 1:30 p.m.
Luncheon Keynote Presentation
Fiduciary Advisors – Who’s In, Who’s Out Duane Thompson, FPA
1:30 p.m. - 2:30 p.m.
Breakout Sessions (Running Concurrently)
Capturing Retirement Plan Assets
Sponsored Session - Jim Colby, Senior Municipal Strategist, Fixed Income, Van Eck Global, The New Wave: Muni ETFs
The Wealth Boom: How Advisors Can Profit Personally and Professionally - Lewis Schiff, Advanced Planning Group
2:30 p.m. - 3:00 p.m.
Refreshment Break with Exhibitors
3:00 p.m. - 4:00 p.m.
Breakout Sessions (Running Concurrently)
ETF Panel Session
Compliance for Advisors – Patrick Burns, Advanced Regulatory Compliance
Unified Managed Accounts 101 – Barry Mendelson, Capital Market Consultants & Scott Egner, Placemark Investments
4:00 p.m. - 5:00 p.m.
The Exciting Future of the Financial Planning Profession – Bob Veres, Inside Information
5:00 p.m. - 7:00 p.m.
Cocktail Reception with Exhibitors
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Agenda is subject to change
