2017 Annual Rep Conference

Summary Schedule

Monday, September 18th

2:00 PM | Registration

3:00 PM | Conference Welcome

3:10 PM | Annual Compliance Meeting (BD Only)

  •  Special Note: 3:30 PM – 4:00 PM | Sponsor Meeting (Sponsors Only)

4:10 PM | Short Break

4:20 PM | DFPG – Updates and Announcements (BD Only)

5:00 PM | Free Time

6:00 PM | Opening Reception (hors d’oeuvres and drinks)

Tuesday, September 19th

7:30 AM | Breakfast

8:15 AM | Conference Welcome

8:30 AM | Panel Discussion #1 – 1031: Truth or Dare

9:15 AM | Short Break

9:30 AM | Speakers: Bill Walton & Lance Wier

10:30 AM | Network Session

11:30 AM | Panel Discussion #2 – The Annuity Evolution: Changes & Trends

12:00 PM | Lunch Presentation: American Funds presents “Advice Revolution”

1:30 PM | Panel Discussion #3 – Private Equity & Credit: An Institutional Approach for Retail Investors

2:15 PM | Panel Discussion #4 – A REIT-vitalization

3:00 PM | Insights Into the Global Economic Picture

3:35 PM | Raffle

Wednesday, September 20th

7:30 AM | Breakfast

8:15 AM | Panel Discussion #5 – Investing from the Ground Up: The Opportunity in Development

9:00 AM | Panel Discussion #6 – The Search for Income & Growth

9:45 AM | Short Break

10:00 AM | Panel Discussion #7 – Ask the Principals

11:30 AM | Conference Meetings Conclude

12:00 PM | Box Lunch and Group Activities

6:30 PM | Group Dinner

Thursday, September 21st

11:00 AM | Check out