Agenda
Partnership 2008 Fall Regional Conference
September 15
Hyatt Regency McCormick Place
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Monday, September 15
7:00 a.m. - 6:00 p.m.
Conference Registration and Hospitality Desk Open
8:00 a.m. - 8:45 a.m.
Breakfast with Exhibitors
8:45 a.m. - 9:45 a.m.
Opening Remarks
Tom Bradley, President
TD AMERITRADE Institutional
9:45 a.m. - 10:45 a.m.
Morning Keynote
Tucker Carlson
Senior Campaign Correspondent
MSNBC
10:45 a.m. - 11:15 a.m.
Refreshment Break with Exhibitors
11:15 a.m. - 12:15 p.m.
Breakout Sessions (Running Concurrently)
Veo Next Generation
Jon Patullo, TD AMERITRADE Institutional
Best Practices of Elite Advisors
Patty Abram, CEG Worldwide
Working with Third-Party Administrators to Capture Retirement Assets - Panel Session
12:15 p.m. - 1:45 p.m.
Luncheon Keynote
Beata Caranci
Director of Economic Forecasting
TD Bank
1:45 p.m. - 2:45 p.m.
Breakout Sessions (Running Concurrently)
Incorporating Unified Managed Accounts into Your Business
Matt Judge, TD AMERITRADE,
Barry Mendelson, Capital Market Consultants, LLC; and Scott Egner, Placemark Investments Inc.
To Be or Not to Be a Fiduciary Advisor Panel Session
Representatives from Dalbar, Inc. and Fi360
Grow Your Business Strategies from a $4 Billion Advisor
Ric Edelman, Edelman Financial Advisors, LLC
2:45 p.m. - 3:30 p.m.
Refreshment Break with Exhibitors
3:30 p.m. - 4:30 p.m.
Breakout Sessions (Running Concurrently)
Exchange Traded Funds Panel Session
Industry experts help provide insight to latest trends
Knowing When to Get Assistance - Bringing a Case Study to Life
George Tamer, TD AMERITRADE &
David Frisch, Frisch Financial.
How to Protect Your Practice in an Ever-Changing Regulatory Environment
Tom Giachetti, Stark & Stark
4:30 p.m. - 5:30 p.m.
Closing General Session
Don Phillips, Manager Director, Corporate Strategy Research and Communications, Morningstar
5:30 p.m. - 7:00 p.m.
Cocktail Reception with Exhibitors
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Agenda is subject to change
