Past Presentations

Partnership 2008 Fall Regional Conference
September 15
Hyatt Regency McCormick Place


	Monday, September 15 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 No Presentation Available 11:15 a.m. - 12:15 p.m. Breakout Sessions (Running Concurrently) Veo Next Generation Jon Patullo, TD AMERITRADE Institutional No Presentation Available Best Practices of Elite Advisors Patty Abram, CEG Worldwide No Presentation Available 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 Financial Group 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 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 No Presentation Available Knowing When to Get Assistance - Bringing a Case Study to Life George Tamer, TD AMERITRADE & David Frisch, Frisch Financial No Presentation Available 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


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