| Sunday - May 2nd |
| 3:00pm - 6:00pm |
Registration |
| 4:00pm - 4:30pm |
Compliance/Regulation Update - Salon A & E
(NPB Reps and Staff Only) |
| 4:30pm - 5:30pm |
"Long Term Care Financial Planning "
Dennis Sunderman, LBL Group
(NPB Reps and Staff Only) |
| 3:00pm - 6:00pm |
Sponsor Exhibit Setup - Salon B |
| 6:00pm - 7:00pm |
Reception - Hampton's Restaurant |
| 7:00pm - 9:30pm |
Dinner - Welcome Remarks - Hampton's Restaurant |
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| Monday - May 3rd |
| 7:30am - 8:15am |
Breakfast with Sponsor Exhibits |
| 8:15am - 8:45am |
"ETF'S, Powershares"
Susanna Chan & Brian Jones, Invesco |
| 8:45am - 9:45am |
Sponsor 10 Minute Presentations
- Strategic Storage Trust, Inc.
- Vertical Capital Market Group
- First American Funds
- Grubb & Ellis Realty Investors
- TransAmerica
- KBS Capital Markets Group
|
| 9:45am - 10:10am |
Break / Exhibits |
| 10:10am - 11:10am |
"Pershing LLC Update" Andy Forminio |
| 11:10am - 11:50am |
Sponsor 10 Minute Presentations
- BTS Asset Management
- Behringer Harvard
- Dividend Capital
- Nationwide |
| 11:50am |
Box Lunch |
| 2:00pm - 4:00pm |
Macro Economics Discussion (Optional)
Mark Pash
In advance please read Principles of Progressive Economics Essay at www.progressive-economics.com |
| 6:00pm |
Sponsor Dine-around |
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| Tuesday - May 4th |
| 7:30am - 8:15am |
Networking Breakfast with Sponsor Exhibits |
| 8:15am - 9:10am |
"Health Savings Accounts"
Jeremy Christensen, Millennium Trust Company |
| 9:00am - 9:30am |
Sponsor 10 Minute Presentations
- Asset Management Consultants
- WNC & Associates
- Lockwood Advisors |
| 9:30am - 9:55am |
Break/Exhibits |
| 9:55am - 10:45am |
Sponsor 10 Minute Presentations
- Inland Securities Corp.
- MetLife
- Hartman Management
- Hines
- Laser App Software
|
| 10:45am - 11:00am |
Break |
| 11:00am - 12noon |
"Succession Strategies - ESOP's"
Roy Farmer,
Business Transition Advisors, Inc. |
| 12noon |
Box Lunches available |
