AGENDA  
     
  Thursday, September 25
 
  11:00a - 12:00p

Welcome Remarks-ICAS Marketing Update & Using Albridge/Morningstar
Ken Aulbach, Investment Committee Chairperson
SVP of Advisory Product Sales & Distribution
Amalfi I & II
  12:00p - 1:00p

Effective Marketing & Branding your Individual Business
Marty Baird, CEO of Robinson & Associates
Amalfi I & II
  1:00p - 1:15p Break
Amalfi Foyer
  1:15p - 2:15p Behavorial Advice
Jay Anderson, Managing Partner, RiverSource University
Amalfi I & II
  2:15p - 3:15p

Investment Opportunities in a Global Bear Market
Bill Witherell, Chief Global Economist for Cumberland Advisors
Amalfi I & II
  3:15p - 3:30p Break
Amalfi Foyer
  3:30p - 4:15p

The Housing Market & Economic Outlook: Investment Implications
Dr. Charles Lieberman, Federal Reserve Bank of New York, Former Head of Monetary Analysis
Advisors Capital Management
Amalfi I & II
  4:15p - 5:15p

1 Breakout Session - Transitioning to a Fee-Based Financial Services Practice - Sean Hanlon, CFP, CEO & President, Hanlon Investment Management
Amalfi I & II

2 Breakout Session - Capital Leaders - New Opportunities for Active Management - Len Durso, National Sales Director
Flexible Plan
Capri
  5:15p - 6:00p Cocktail Reception
Siena I
 
  Friday, September 26
 
  8:00a - 9:15a

Frantzen Small Cap Growth - Breakfast Seminar
Michael Via, Chief Investment Officer, Frantzen Capital Management, Inc.
Amalfi I & II
  9:15a - 10:15a Excelling at Fee-Based Advising: You, Your Clients, and Your Business
Dr James Grubman, PHD, Bentley College Professor
Amalfi I & II
  10:15a - 10:30a Break
Amalfi Foyer
  10:30a - 11:30a Absolute Return Investing with Convertibles
Greg Miller, CEO, Wellesley Investment Advisors, Inc.
Amalfi I & II
  11:30a - 12:15p

1 Breakout Session - Beacon Advisor - The Next Evolution
Curt Meyer, National Sales Director - RIA
Old Mutual Financial Network
Amalfi I & II

2 Breakout Session - Building Your Business with Pacific Financial
Ken Deane, Vice President
The Pacific Financial Group, Inc.
Capri
  12:15p - 1:15p

Hot Topics for 2008 Luncheon
Chris Ringos, Regional OSJ, Investors Capital Corporation
Amalfi I & II
  1:15p Closing Remarks
Amalfi I & II
 

 
   
 
 


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