6:30AM
Princess Plaza
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BREAKFAST |
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7:30AM
Princess Ballroom
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APIC TALKS - The Takeaways
The Client of The Future: Customized Investment Solutions for Future Clients with ESG Interests – Jon Quigley
The Investments of The Future: Long Term Growth Strategy with Real Estate, Infrastructure and ESG – Candice Kemeny & Scott Litman
The Investments of The Future: Rightsizing Alts for Different Client Groups – Lee Gardella & Adi Mackic
The Practice of The Future: Accelerating Growth – The APIC Business Growth Initiative – Sterling Shea
The Team of The Future: Power Tools for Hiring in the New Labor Market – Scott Tatum
The Team of The Future: Family Office Resources – Melanie Schnoll-Begun
The Technology of the Future: Methodologies for using LinkedIn to Engage New Clients – Alexandra Nawoichik
The Technology of the Future: In the technology world, you either lead, follow, or get out of the way – John Wilson
The Technology of The Future: Digging into the Smart Tools You Must Know to Run your Practice Efficiently – Fina Perez
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8:15AM |
BREAK |
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8:30AM
Various Locations
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APIC LABS
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The Client of The Future: Customized Investment Solutions for Future Clients with ESG Interests
Jon Quigley & Emily Thomas, Moderated By: Robert MorrisI-W
Customizing investment portfolios for Institutional and High Net Worth clients taking into account ESG, tax efficiency, and IPS implementation.
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The Investments of The Future: Long Term Growth Strategy with Real Estate, Infrastructure and ESG
Candice Kemeny & Scott Litman, Moderated By: Dean Eisen CFP I-W
Ultimately, in both high and low-inflation environments, attention needs to be paid to sector fundamentals, market selection, and asset quality to enable real estate to be the inflation hedge desired. This session will posture select commercial real estate asset types as a means to maximize an inflation hedge strategy. This session will also review how Environmental, Social and Governance (ESG) best practices can enhance the performance of real estate investments both by driving property value and decreasing environmental risks. We’ll explore the topics investors need to know about moving forward, from the green rental premium and brown rental discount widening to understanding the ever-tightening regulatory requirements impacting commercial real estate.
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The Investments of The Future: Rightsizing Alts for Different Client Groups
Lee Gardella & Adi Mackic, Moderated By: Mike RosloniecI-W
Alternative investments have grown in popularity as more investors have embraced their potential for diversification, reduced volatility and increased returns. The question remains, how to incorporate this investment strategy into all client portfolios? In this session, we will explore how liquid alts, real estate, infrastructure, private equity and hedge funds can be leveraged in a diverse set of client portfolios-- from private clients, to UHNW, to institutional. Ultimately Alternatives will be highlighted as a key component of a diversified asset allocation and a hedge in ever changing market cycles, all the while navigating their inherent liquidity risk.
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The Practice of The Future: Accelerating Growth – The APIC Business Growth Initiative
Tim Skelly, Rich Hazzouri & Mike Engel, Moderated by: Kelly Castleberry
Understand and capitalize on the macro trends in our industry. Participate in this discussion about how to identify, design, build and implement scale for these four pillars of growth: Intergenerational Transfer of Wealth - working with UHNW Familiies and C-Suite Executives, Career Monetization and Growth Through Acquisition, Institutional Mega Trends, and Building a Successful Reinvestment Growth Strategy.
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The Team of The Future: Power Tools for Hiring in the New Labor Market
Scott Tatum, Moderated By: Betsy PakenasI-W
Building the best team can be a challenge. All too frequently, interviews focus on determining if the applicant will be compatible with other team members. When building a high-performance team, it is more important to discover if the candidate has the traits needed to naturally fit into the role. A good fit is essential, as the team member will then need less supervision, require less training, and contribute to a positive work environment and better morale. In addition, the team will have lower turnover and achieve the ultimate goal: increased client satisfaction. To help Financial Advisors find such team members, this presentation offers useful advice on building a high-performance team. The presentation discusses why traditional interviews often don’t produce good results. It demonstrates how to clearly define the role and conduct a behavior-based interview that reveals the candidate’s authentic personality traits and natural behavior style.
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The Team of The Future: Family Office Resources
Melanie Schnoll Begun, David Bokman, & Elizabeth Chand, Moderated By: Gail Covington
If you have been working with a mega-wealthy family for years, or are prospecting the next unicorn entrepreneur, it is never too late (or potentially too early) to introduce the Family Office Resources (FOR) team to the opportunity. In this fully interactive session, we will immerse you in the highly curated process the FOR team uses to perform discovery, examine fact patterns, raise uncomfortable topics, and assist even the most talented advisor. Join us as we leverage the art of role play to unlock specialty areas across family governance, trust and estate planning, wealth education, and philanthropy so that you can serve even the most unique UHNW client.
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The Technology of the Future: Methodologies for using LinkedIn to Engage New Clients
Alexandra Nawoichik, Moderated by: Kate Sweeney
How can you set the future of your practice up for success and grow more effectively in today’s environment? Using Wealth Management and Practice Management ideas, along with the power of LinkedIn, learn how to engage your next client across five unique market segments including, foundations and endowments, business owners, corporate executives, the rollover market, and HNW clients. As we continue to operate in a new normal of both virtual and in-person interactions, Putnam's team of specialists offers client-specific engagement ideas to help grow your practice for the future.
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The Technology of the Future: In the technology world, you either lead, follow, or get out of the way
John Wilson & Chris Scott-Hansen, Moderated By: Sue van der Linden
Morgan Stanley has done a lot of work – both behind the scenes, and in ways that directly affect clients – to provide best in class across a number of capabilities. These include trade executions and tax overlay amongst many other technology improvements. This lab will assist you in articulating all these capabilities to a client. Here is a chance to identify which technologies are most relevant to your practice. And which ones do you need to add to your current offerings. It can be a lot for a client to take in. So how do you show them you’re best in class, without scaring or overwhelming them? Additionally, give your feedback; thinking longer-term what additional capabilities would you put on the wish list? What are clients asking for that we don’t have? And how can we make our current offerings better?
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The Technology of The Future: Digging into the Smart Tools You Must Know to Run your Practice Efficiently
Fina Perez & Cassie Obzud, Moderated By: Bryant Waller
Every business owner needs to understand the metrics of their business in order to manage expenses, risk, growth and resources. Come to this session to learn more about the reports and systems that can help you make smart decisions about your business.
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10:00AM |
BREAK |
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10:10AM
Princess Ballroom

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General Session
Biden's First Year & What's Next?
Libby Cantrill
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11:00AM |
Findings & Takeaway Capstone Presentation
Marybeth Emson, Fay DeBellis, Sue van der Linden
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11:45AM |
Event Concludes |
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1:00PM – 5:00PM
Thursday 8AM – 11:30AM
Princess Ballroom A
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FAMILY TEAMS COACHING POST-CON (Optional, registration required)
Marybeth Emson, Lori Sackler, Sue Hadden
Are you part of a Family Team? Have you considered adding a family member to your practice?
Family teams are more common than you think. They also come with their own unique set of strengths and challenges.Marybeth Emson, Lori Sackler (both family Team Leaders) and Sue Hadden (Senior Practice Management Consultant), created a curriculum targeted to address the needs of this niche audience. Attendees will walk away with actionable ideas for how to communicate more effectively between family and non-family members, navigate family dynamics, build and manage a successful team, and build a network among other APIC Family Team members to use as a sounding board in the future. These two half-day sessions will be led Sue Hadden, and a panel of experts.
This session begins after the conclusion of the main conference, and runs for two half-days, concluding at noon on June 16. Please plan your travel accordingly.
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