Past Presentations

Partnership 2008 Spring Regional Conference
May 21
Hyatt Regency Newport Beach


	Wednesday, May 21 8:00 a.m. - 9:15 a.m. Opening Remarks Tom Bradley, President TD AMERITRADE Institutional & Fred Tomczyk, Chief Operating Officer TD AMERITRADE 9:15 a.m. - 10:15 a.m. Morning Keynote Presentation Partisans and Politics Tucker Carlson – Senior Correspondent, MSNBC (No Presentation Available) 11:00 a.m. - 12:00 p.m. Breakout Sessions (Running Concurrently) Overview of Veo© Next Generation – Jon Patullo, TD AMERITRADE Institutional Grow Your Business: Strategies from a $4 Billion Advisor - Ric Edelman, Edelman Financial Services LLC Mutual Fund Panel Session - International Investing in a Volatile Environment (No Presentation Available) 12:00 p.m. - 1:30 p.m. Luncheon Keynote Presentation Fiduciary Advisors – Who’s In, Who’s Out Duane Thompson, FPA (No Presentation Available) 1:30 p.m. - 2:30 p.m. Breakout Sessions (Running Concurrently) TD AMERITRADE Trust & Custody Services & Capturing Retirement Plan Assets - John Newman The New Wave: Muni Bond ETFs - Jim Colby, Senior Municipal Strategist, Fixed Income, Van Eck Global (No Presentation Available) The Wealth Boom: How Advisors Can Profit Personally and Professionally - Lewis Schiff, Advanced Planning Group (No Presentation Available) 3:00 p.m. - 4:00 p.m. Breakout Sessions (Running Concurrently) ETF Panel Session (No Presentation Available) 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 (No Presentation Available)


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