Past Presentations
Partnership 2008
Orlando, FL / February 6-9
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Wednesday, February 6 Pre-Conference Workshops
10:00 a.m. - 11:00 a.m.
| Basic: |
Introduction to Veo® - Glenn Young, TD AMERITRADE Institutional |
| Practice Mgt: |
Implementing a Client Segmentation Strategy – Mike Riley, TD AMERITRADE Institutional |
| Service: |
Establishing and Maintaining Client Accounts – Dave Burland, TD AMERITRADE Institutional |
| Product: |
Overview of Veo® Next Generation - Jon Patullo, TD AMERITRADE Institutional |
3:30 p.m. - 4:30 p.m.
| Basic: |
Online Efficiencies – Arun Murthy, TD AMERITRADE Institutional |
| Practice Mgt: |
Creating a Disaster Recovery Plan – Bob Campione, TD AMERITRADE Institutional |
| Product: |
Morningstar Advisor Workstation - the TD AMERITRADE Edition - Ulisses Gutierrez, Morningstar |
| Product: |
Overview of TD AMERITRADE's Affinity Services Platform – Pat Crowe, TD AMERITRADE Institutional |
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Thursday, February 7
9:30 a.m. - 10:45 a.m.
Morning Keynote Presentation- "American's Promise" -
Jeb Bush, Former Governor of Florida (No Presentation Available)
11:15 a.m. - 12:15 p.m.
Breakouts Sessions (Running Concurrently)
How to Protect Your Practice in an Ever-Changing Regulatory Environment - Tom Giachetti, Stark & Stark
Using Best Execution to Your "Best" Advantage - Chris Nagy, TD AMERITRADE
Hiring, Retaining, and Motivating Key Employees - Rebecca Pomering, Moss Adams
US Commerical Real Estate: The Challenge of Conflicting Forces, Strong Fundamentals vs. Capital Market Constraints - Philip J. McAndrews, TIAA-CREF
Demographics and Dividends - Greg Thomas, Thomas Partners
12:15 p.m. - 1:45 p.m.
Luncheon Keynote
The Federal Reserve Today: Playing a Tough Doubleheader- Dr. Alan Blinder
1:45 p.m. - 2:45 p.m.
Breakout Sessions (Running Concurrently)
The U.S. Dollar-Creating Opportunities in Your Portfolio - David Borberg, CFA, Ivy Funds
Securing Your Office - George Tamer, TD AMERITRADE Institutional
101 Ways to Get Closer to Clients - Communicating Effectively in the Digital Age - Kip Gregory, The Gregory Group
Adapting Your Practice to the Retirement Income Planning Opportunity: Examine the Market Trends, the Challenges, and the Solutions - Catherine McBreen - Managing Director, Spectrem Group and Mitchell Politzer - SVP, Ameritas Advisor
3:15 p.m. - 4:15 p.m.
Breakout Sessions (Running Concurrently)
Working with TPAs to Capture Retirement Assets - Panel Session
Leveraging People & Infrastructure for Profitability and Success - Elizabeth Bloomer Nesvold, Silver Lane Advisors
BETANOMICS: Exploring New Opportunities for Market Exposures - Frederick E. Dopfel, Ph.D., Head of Client Advisory Group, Barclays Global Investors
Public Relations for Advisors 101
- Margo Mateas, The Media Relations Maven (No Presentation Available)
New Institutional Trends in the Retail Market - The Hartford Mutual Funds
4:15 p.m. - 5:15 p.m.
ACE - Attitude, Character and Enthusiasm Mike Ditka delivers a powerful presentation that highlights the key characteristics people need to achieve their personal and professional goals. With his first-hand experience, clear illustrations and humorous anecdotes, he shows why he is considered one of the best motivational speakers in all of the NFL. His presentation has impact and immediate, take-home value.
(No Presentation Available)
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Friday, February 8
9:00 a.m. - 10:15 a.m.
Morning Keynote Presentation - "All's Fair: Love, War, and Politics" - James Carville, Media Personality and Political Icon and Mary Matalin, Celebrated Conservative Voice and Presidential Advisor
(No Presentations Available)
11:00 a.m. - 12:00 p.m.
Breakout Sessions (Running Concurrently)
Emerging Markets Session - David Semple, Van Eck Global
From Theory to Execution - Implementing Process in Your Business Spenser Segal/Actifi
Wealth Preservation through Convertible Bond Investing - Greg Miller and Darlene Murphy, Wellesley Investment Advisors
ETF's in the Construction of Client Portfolios - Julie Anne Dumont, Optimum Investment Advisors; Ed McRedmond, PowerShares Capital Management LLC; Jeffrey Feldman, X Shares; Michael Stevens, State Street Global Advisors; Brendan Ahern, Barclay's Global Investors.
(No Presentation Available)
Life Events: Capturing Money in Motion – Neuberger Berman
12:00 p.m. - 1:30 p.m.
Luncheon with Keynote - Don Drummond, Senior Vice President and Chief Economist, TD Bank Financial Group
1:30 p.m. - 2:30 p.m.
Breakout Sessions (Running Concurrently)
Keep Your Calls Short - Call Option Writing Strategies Designed to Reduce Volatility - Jon Gold
Finding Your Niche in Marketing - Dr. Lynda Falkenstein, Falkenstein Learning Corporation
Winning the Retirement Income Challenge with Unlimited Tax Deferral - Matthew Grove, SVP, Jefferson National
Advisor as Alpha - Vanguard
3:00 p.m. - 4:00 p.m.
Breakout Sessions (Running Concurrently)
Growth & Value Cycles - Are You Tired of Trying to Choose? - Managers Investment Group & Brandywine Funds
Compliance for Advisors - An Update - Rick Marshall, Ropes & Gray LLP
Smart Referrals: Mining the Gold in Your Network - Bjorn Millom, The Millom Group
(No Presentation Available)
Unified Managed Accounts 101 - Matt Judge, TD AMERITRADE Institutional, Barry Mendelson, Capital Market Consultants, Randy Bullard, Placemark Investments
Life Events: Capturing Money in Motion - Karen Drancik, VP, Neuberger Berman
4:00 p.m. - 4:30 p.m.
Chip Roame - The Future of Advice
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