| Sunday - June 12th |
| 3:00pm - 6:00pm |
Registration |
| 3:30pm - 4:30pm |
Neal Nakagiri, NPB Update
(NPB Reps and Staff Only) |
| 3:00pm - 6:00pm |
Sponsor Exhibit Setup |
| 6:00pm - 7:00pm |
Reception |
| 7:00pm - 9:30pm |
Dinner - Welcome Remarks |
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|
| Monday - June 13th |
| 7:30am - 8:00am |
Breakfast with Sponsor Exhibits |
| 8:00am - 9:00am |
"It's Not Betting On Winners But Avoiding Loss That Matters: Portfolio Analysis and Strategy for these Volatile Times "
G. Michael Phillips, Ph.D. Professor of Finance at CSUN |
| 9:00am - 9:10am |
Break |
| 9:10am - 9:50am |
Sponsor 10 Minute Presentations
- TransAmerica
-
Credit Suisse
- Griffin Capital
-
Vertical Capital Markets Group |
| 9:50am - 10:20am |
Break / Exhibits |
| 10:20am - 11:20am |
"Pershing LLC update" Andy Forminio |
| 11:20am - 12:10pm |
Sponsor 10 Minute Presentations
- Hartman Management
- John Hancock Funds
- ICON Securities
- Nationwide Financial
- Hines Real Estate |
| 12:10pm |
Box Lunch |
| 1:30pm - 4:00pm |
General Session (Optional) - Technology |
| 6:00pm |
Sponsor Dine-around |
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| Tuesday - June 14th |
| 7:30am - 8:00am |
Networking Breakfast with Sponsor Exhibits |
| 8:00am - 9:00am |
"Political and Regulations from Washington D.C."
Dale Brown, President and CEO Financial Services Institute |
| 9:00am - 9:15am |
Break |
| 9:15am - 9:45am |
Sponsor 10 Minute Presentations
- KBS Real Estate
- MetLife
- WNC & Associates
|
| 9:45am - 10:10am |
Break/Exhibits |
| 10:10am - 10:50am |
Sponsor 10 Minute Presentations
- Strategic Storage Trust, Inc.
- Dividend Capital
- Security Benefit
- Steadfast Companies
|
| 10:50am - 11:15am |
Break |
| 11:15am - 12:15pm |
"Best Practices in Wealth Management" Eric Golberg, Loring Ward |
| 12:15pm |
Box Lunches available |
