|
Conference Agenda
**Times subject to change**
|
|
8:00am – 9:00am |
Continental Breakfast
|
|
9am – 9:30am |
Introductions and Program Overview
|
|
9:30am – 10:15am |
Understanding the World
of Exceptional Wealth
Andy Tarquinio, Grant Thornton LLP
|
|
10:15am – 10:30am |
Break
|
|
10:30am – 11:15am |
The Brave New World of Advertising
David Guin, Withers Bergman, LLP
Edward A. Renn, Withers Bergman, LLP
|
|
11:15am – 12:00pm |
The Role of Private Placement Life Insurance and Annuities
Edward A. Renn, Withers Bergman, LLP
Frank W. Seneco, Seneco & Associates, Inc.
|
|
12:00pm – 1:00pm |
Lunch
The Increasing Scrutiny of Hedge Funds by the Exceptionally Wealthy
Carolyn Renzin, Guidepost Solutions, LLC
|
|
1:00pm – 2:15pm |
Sourcing the Exceptionally Wealthy
|
|
2:15pm – 2:30pm |
Break
|
|
2:30pm – 3:30pm |
Communicating Value and Obtaining Commitments
|
|
3:30pm – 4:00pm |
Summary and Final Q&A
|