Agenda: Sanctuary Wealth Investment Management Symposium 2023

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AGENDA

WEDNESDAY, NOVEMBER 15
THURSDAY, NOVEMBER 16

7:00 AM - 7:50 AM

8:00 AM - 8:25 AM

Welcome + Kickoff

8:25 AM - 8:55 AM

Advanced Asset Allocation & Portfolio Construction with Alternatives

9:00 AM - 9:20 AM

9:20 AM - 10:05 AM

Beyond the Basics: Elevating Your Investment Model Game | Moderated by Richard Williams

10:05 AM - 10:50 AM

Navigating the Future in Private Markets | Moderated by Patrick McGowan

10:50 AM - 11:05 AM

11:05 AM - 11:55 AM

Optional: Super CE with CION

12:00 PM - 1:00 PM

1:10 PM - 2:00 PM

Exploring Investment Best Practices with Sanctuary Partner Firms | Moderated by Laura Anacker

2:00 PM - 2:45 PM

Incorporating Alternatives in Clients' Portfolios | Moderated by Anya Coverman

2:45 PM - 3:00 PM

3:00 PM - 3:50 PM

Economic & Geopolitical Panel | Moderated by MaryAnn Bartels

3:50 PM - 4:15 PM

Sanctuary Asset Management: A Look Behind the Curtain with Rich Williams

4:15 PM - 5:45 PM

Reception & Speed Dating: Sips with Strategic Partners

6:30 PM - 9:00 PM

Partner Dine Arounds

7:15 AM - 8:15 AM

8:25 AM - 9:05 AM

Best Investment Idea for 2024 and Beyond | Moderated by Mary Ann Bartels

9:05 AM - 9:20 AM

9:20 AM - 10:05 AM

Breakout: Direct Indexing Panel | Moderated by Richard Williams

Breakout: Fixed Income Panel | Moderated by Steve Sutton

Breakout: 1031 Exchange Panel | Moderated by Matthew Williams & Grant Sloan

10:05 AM - 10:20 AM

10:20 AM - 10:50 AM

Transition to Private Credit: A Safer Harbor? | Moderated by Patrick McGowan

10:50 AM - 11:30 AM

Technology Trends: Tax Transition and Direct Indexing with BNY Mellon

11:30 AM - 12:30 PM

12:40 PM - 1:55 PM

2024 Year Ahead Outlook | Mary Ann Bartels

1:55 PM - 2:10 PM

Closing Comments | Adam Malamed & Richard Williams

Please reach out to events@sanctuarywealth.com with questions regarding the conference.

Sanctuary Securities, Inc. is a broker-dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Sanctuary Advisors, LLC is an SEC Registered Investment Adviser. Both entities are wholly owned subsidiaries of Sanctuary Wealth Group, LLC.