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Davidson Institute Booklet 2012 Davidson Institute Agenda Thursday, May 3 8:00 – 12:00 pm Registration Evergreen Ballroom Foyer 11:00 – 12:20 pm Lunch (Please note: All meals and keynote presentations are in Grand Ballroom A-G) 12:30 – 1:00 pm DI Kickoff / Opening Comments – Jim Kerr 1:05 – 2:00 pm FIRST TRUST KEYNOTE A Tale of Two Economies – Brian S. Wesbury 2:05 – 3:00 pm VANGUARD KEYNOTE Advisor’s Alpha – Joel Dickson 3:00 – 3:15 pm Break 3:20 - 4:15 pm HARTFORD KEYNOTE In the Company of Strangers – John Diehl 4:20 – 5:15 pm THORNBURG KEYNOTE Municipal Market Review – Chris Ryon 5:15 – 5:30 pm Evening Comments – Cory Custer 5:30 – 7:00 pm Sponsor Exhibition & Reception Grand Ballroom H-K 7:00 – 8:00 pm Dinner & Comments – Bill Johnstone (Plated dinner - please be seated by 7 pm) 8:00 – 9:30 pm Davidson’s VIP Lounge Grand Ballroom Foyer Friday, May 4 6:30 – 8:00 am Breakfast Buffet (Please note: All meals and keynote presentations are in Grand Ballroom A-G) 7:00 – 8:00 am Branch Manager Breakfast and Meeting (Branch Managers only) Auditorium 8:10 – 8:30 am Opening Remarks – Michael Purpura 8:35 – 9:30 am LEGG MASON KEYNOTE Your Marketing Business Plan: A Blueprint for Your Practice – Kathleen Pritchard 9:35 – 10:30 am J.P. MORGAN KEYNOTE Guide to the Markets – Joe Tanious 10:45 – 11:35 am Session I Break-Out Presentations BlackRock – Last Advisor Standing: Retirement Income Strategies that Promote Asset Consolidation Evergreen room G–H-I Eaton Vance – Capturing Today’s Referable Moments Evergreen room A-B-C T. Rowe Price – A View of the U.S. Commercial Real Estate Market Auditorium PIMCO – Putting Markets in Perspective Evergreen room E-F 11:35 – 12:30 pm Lunch 12:35 – 1:30 pm RUSSELL KEYNOTE Energizing the Client Conversation – Timothy Noonan 1:35 – 2:30 pm PRUDENTIAL ANNUITIES® KEYNOTE The Annuity Conversation – Mark Delton 2:45 – 3:35 pm Session II Break-Out Presentations First Trust – Client Acquisition: Communicating Your Value Auditorium Lord Abbett – The Bond Conundrum and Building a Better Bond Ladder Evergreen room A-B-C Davis Advisors, LLP – Ten Time-Tested Strategies for Investment Failure Evergreen room E-F Transamerica Annuities – IRA Rollovers, Leveraging the Value of Personal Guidance Evergreen room G-H-I 3:50 – 4:40 pm Session III Break-Out Presentations American Funds – Making the Most of a Client’s Nest Egg Auditorium Jackson National Life Distributors – The IRA Playbook – How Today’s Top Advisors Are Gathering Assets Evergreen room A-B-C Prudential Investments – Seeking Yield and Managing Risk in a Low Interest Rate Environment Evergreen room E-F John Hancock Asset Management – International Equity Risks and Opportunities in 2012 Evergreen room G-H-I 4:45 – 6:30 pm Sponsor Exhibition & Reception Grand Ballroom H-K 6:30 – 7:30 pm Buffet Dinner 7:00 – 9:00 pm Davidson’s VIP Lounge Grand Ballroom Foyer Saturday, May 5 6:30 – 7:40 am Breakfast Buffet (Please note: All meals and keynote presentations are in Grand Ballroom A-G) 7:45 – 8:00 am Final Remarks – Jordan Werner & Dave Pollock 8:05 – 9:00 am AMERICAN FUNDS KEYNOTE Change the Frame – Dave Petzke 9:05 – 12:00 pm Registered Associate Break-Out Presentations (Registered Associates only) Larch room 9:15 – 10:05 am Session IV Break-Out Presentations Invesco Van Kampen Consulting – New Words for the New Economy Evergreen room G-H-I T. Rowe Price – Opportunity in International Equity Evergreen room A-B-C PIMCO – Stepping Out of Cash Auditorium RS Funds – Small Business Matters Evergreen room E-F 10:20 – 11:10 am Session V Break-Out Presentations Great West Retirement Services – New Fee Disclosure Rules: Challenges & Opportunities Evergreen room G-H-I Allianz Global Investors – Rethinking Income Evergreen room A-B-C Thomson Reuters – Powering Advisor Desktop, A Look at Thomson Reuters Wealth Management Solutions (DAVIDSON EMPLOYEES ONLY) Auditorium D.A. Davidson – Microsoft Dynamics CRM - A Preview for New Users (DAVIDSON EMPLOYEES ONLY) Evergreen room E-F 11:20 – 12:00 pm Session VI Break-Out Presentations (DAVIDSON EMPLOYEES ONLY) How to Leave Assets to Your Heirs without Ruining Their Lives (and Helping to Ensure There is Something Left to Leave Them) – Sean Sturges & Hedley Greene Auditorium True Tales from the Trust Company – Art Sims Maple room Active vs. Passive Management: What Your Clients Need to Know – Ed Crotty Evergreen room A-B-C Incorporating Alternatives – Scott Haigh Evergreen room E-F IIG Research – A Complement for any Business Style – IIG Research Group Evergreen room G-H-I 2012 Davidson Institute Agenda May 3 – 5, 2012 Hyatt Regency in Bellevue, Washington Thursday, May 3 8:00 – 12:00 pm Registration Evergreen Ballroom Foyer 11:00 – 12:20 pm Lunch Grand Ballroom A-G 12:30 – 1:00 pm DI Kickoff / Opening Comments Jim Kerr, Davidson Companies Grand Ballroom A-G Jim Kerr is President of Davidson Companies, the employee-owned financial services holding company that operates D.A. Davidson & Co. and three other investment firms. Mr. Kerr previously served as President of D.A. Davidson’s Individual Investor Group, comprised of a growing group of professionals working in the West and Midwest, and he retains primary oversight for this group. Importantly, he is a strong advocate of Davidson “culture” and sees events such as the Davidson Institute as important venues that allow our professionals to not only take time for education but also to network. As a longtime leader in the securities industry in Seattle, Mr. Kerr also has been a terrific recruiter. Mr. Kerr joined D.A. Davidson in 2005 after working with Wells Fargo. He previously was President of Ragen MacKenzie in Seattle before that firm was purchased by Wells Fargo. He was educated at the University of Oregon. 1:05 – 2:00 pm First Trust Keynote “A Tale of Two Economies” Brian S. Wesbury, First Trust Advisors Grand Ballroom A-G Brian Wesbury is Chief Economist at First Trust Advisors L.P., and is an author and respected speaker. The Wall Street Journal ranked Mr. Wesbury as the nation’s No. 1 U.S. economic forecaster in 2001 and Speakers Platform named him a Top 5 Keynote Speaker in 2011. He is a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago and a frequent guest on Fox, Bloomberg and CNBC. His past positions include Vice President and Economist for the Chicago Corporation and Senior Vice President and Chief Economist for Griffin, Kubik, Stephens, & Thompson. In 1995 and 1996, he was Chief Economist for the Joint Economic Committee of the U.S. Congress. Mr. Wesbury earned an MBA from Northwestern University’s Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana. He is the author of “The New Era of Wealth” and “It’s Not As Bad As You Think,” published by McGraw-Hill and John Wiley & Sons, respectively. A Tale of Two Economies Corporate profits are at record high levels, yet unemployment remains elevated. Investors who fear inflation have driven gold prices to astounding highs, but interest rates are at lows typically seen during periods of deflation. Consumer confidence is at rock bottom, but consumer spending has never been higher. Fear is in the air, but the economy has grown for 10 consecutive quarters. Mr. Wesbury will help you navigate these volatile waters. His message: Don’t let the fear and doomsayers get you down; the economy is getting better all the time. 2:05 – 3:00 pm Vanguard Keynote “Advisor’s Alpha” Joel Dickson, Vanguard Investment Strategy Group Grand Ballroom A-G CE Credit: 1 CFP®, CIMA Joel Dickson, Ph.D., is a Senior Investment Strategist and a Principal in Vanguard Investment Strategy Group, where he analyzes trends and developments in the exchange-traded fund market and provides research and commentary on related issues. Mr. Dickson has testified before Congress on Social Security reform and mutual fund disclosure issues, and is often quoted regarding the role taxes play in portfolio management and asset allocation decisions. His academic research focused on tax-efficient investing, and he co-authored with John B. Shoven the seminal work on the topic, “Ranking Mutual Funds on an After-Tax Basis.” Previously, Mr. Dickson was head of the Active Quantitative Equity Group within Vanguard Quantitative Equity Department and worked in other positions with Vanguard. Before joining Vanguard in 1996, he worked as a staff economist at the Federal Reserve Board. Mr. Dickson earned a Ph.D. in economics from Stanford University and an A.B. from Washington University in St. Louis. Advisor’s Alpha The changing of the guard: Evolution of the value proposition for advice. Showing clients how you add value to the relationship can be difficult, particularly in down markets. That’s because alpha traditionally is measured in terms of how you perform against the market. Learn how to redefine alpha as the value you bring to the client relationship. Mr. Dickson focuses not on performance but your ability to remove emotion from financial decision-making and hone in on the important components of portfolio construction such as asset allocation and location. 3:00 – 3:15 pm Break 3:20 - 4:15 pm Hartford Keynote “In the Company of Strangers” John Diehl, The Hartford Financial Services Group, Inc. Grand Ballroom A-G CE Credit: 1 CFP® John Diehl is Senior Vice President of Strategic Markets for the Wealth Management division of The Hartford Financial Services Group, Inc. He is responsible for enterprise marketing and the advanced markets program, which comprises teams who train Financial Consultants in advanced financial planning concepts, and also oversees key marketing programs.
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