Agenda

Wednesday, September 25, 2024

A.M./P.M.

Arrivals at Minneapolis International Airport (MSP) and check-in at InterContinental Minneapolis-St. Paul Airport

6 P.M. - 8 P.M.

Welcome Reception

Thursday, September 26, 2024

8 A.M. - 8:30 A.M.

Breakfast

8:30 A.M. - 8:50 A.M.

Welcome

Michael Binger, President, Gradient Investments

8:50 A.M. - 9:0 A.M.

Interest Rates and the Fed

Jeff Sherman, Deputy CIO, DoubleLine Capital

9:40 A.M. - 10:25 A.M.

Guide to the Markets and Retirement

Jordan Jackson, Global Market Strategist, JPMorgan Asset Management

10:25 A.M. - 10:40 A.M.

Break

10:40 A.M. - 11:20 A.M.

Politics and Policy

Peter Lefkin, SVP Government/External Affairs, Allianz of America

11:20 A.M. - 12 P.M.

Transformational Leadership

Suzette Rothberg, Executive Consultant, Sponsored by Invesco Global Consulting

12 P.M. - 1 P.M.

Lunch

1 P.M. - 2 P.M.

Advisor Best Practices

Brad C. & Veronica R.

2 P.M. - 2:40 P.M.

The High Net Worth Practice

Katie Cullen, Head of Business Consulting, BlackRock

2:40 P.M. - 2:55 P.M.

Break

2:55 P.M. - 3:35 P.M.

The Great Wealth Transfer

Jeff Brooks, Senior Wealth Strategist, Janus Henderson

3:35 P.M. - 4:15 P.M.

The Future: Options Based ETFs

Graham Day, CIO, Innovator & Garrett Paolella, Co-Founder, NEOS

4:15 P.M. - 4:55- P.M.

Artificial Intelligence 2.0

Candice Tse, Managing Director, Goldman Sachs Asset Management

4:55 P.M. - 5 P.M.

Closing Remarks

Michael Binger, President, Gradient Investments

6 P.M. - 9 P.M.

Dinner Reception

Friday, September 27, 2024

8 A.M. - 8:30 A.M.

Breakfast

8:30 A.M. - 8:35 A.M.

Welcome

Michael Binger, President, Gradient Investments

8:35 A.M. - 9:25 A.M.

The Secular Bull Market

Brian Belski, Chief Investment Strategist, BMO Capital Markets

9:25 A.M. - 10:15 A.M.

The State of Crypto and the Upcoming Election

Anthony Scaramucci, Founder, Skybridge Capital

10:15 A.M. - 10:30 A.M.

Break

10:30 A.M. - 11:20 A.M.

Prepared for the Unknown

Phillip Koontz, Ex-Navy SEAL

Sponsored by: State Street Global Advisors

11:20 A.M. - 11:55 A.M.

Gradient Investments Portfolio Manager Roundtable

Keith Gangl & Tyler Ellegard

11:55 A.M. - 12 P.M.

Closing Remarks

Michael Binger, President, Gradient Investments

12 P.M.

To-Go Lunch

*Please note the above schedule of events is subject to change