Momentum in Motion – One Vision, Aligned Paths

Growth brings forward progress, and the teams’ aligned paths show each department contributing in a coordinated way to the overall goal.

Foundation / Transformation / Innovation 

FOUNDATION – Where we started  

TRANSFORMATION – Adapting and evolving to address priorities  

INNOVATION – Advancing to the future   

Wednesday, December 3

Session		Speakers
8:30 AM	Breakfast
9:00 AM	Welcome. Focus and Team Summit Purpose	Amanda Bannon & Evan Deussing
9:30 AM	Business Updates	Brendan Lake
10:00 AM	Custom Fund Collaboration: A Case Study	Tyler Bugg, Jeremy Diem, Marco DiMemmo, Deshawn Peterson, Ryan Stumpp Moderator: Amanda Bannon
10:45 AM	Break
11:00 AM	Keynote Speakers	Jeremy, Deshawn, Tyler, Ryan, Marco  Moderator: Amanda Bannon
12:15 PM	Lunch
1:30 PM	Technology Moving Together	Chris Bucks, Carly Croft, Gareth Lewis (Delio), Kris Reybitz, Trevor Smith Moderator: Amanda Bannon
2:30 PM	Break
3:15 PM	Charting Together: How to Navigate Rapid Growth	Board: Steve DeAngelis and David Silvera Moderator: Amanda Bannon
5:00 PM	Dinner	The Great American Pub

Thursday, December 4

Session		Speakers
9:00 AM	Breakfast
9:30 AM	CMS Investment Engine: Driving Alternatives Innovation	Len Bondarchuk, Frank Burke, Carson Coyle, Rachel Harris, Peter Light, Judy Lim Moderator: Evan Deussing
10:30 AM	Break
11:00 AM	Advisor Fireside Chat: Forward Motion to Address Change	Ted Brooks (Nordwand Capital), Jack Cassidy (Sax Wealth Advisors, LLC), Rich DeRafelo (EP Wealth Advisors), Matthew Panarese (Rockefeller Capital Management), Nicholas Ryder (Kathmere Capital Management) Moderator: Evan Deussing
12:00 PM	Lunch
1:15 PM	Service Offering: Driving Alternatives Expansion	Mike Everhart, Anton Golding, Mike Weckwerth Moderator: Evan Deussing
2:15 PM	Keynote Speaker	Steve Meyer (President and CEO, PPR Capital Management)
3:00 PM	Closing Remarks	Brendan Lake

Disclosure: Information presented is for educational purposes only, is subject to change from time to time, and does not constitute an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.