Private Client Conference 2018 | Securities Industry and Financial Markets Association (SIFMA) | 11 April 2018 | The Ritz-Carlton Golf Resort Naples, 2600 Tiburon Dr, Naples, FL 34109, USA

SIFMA’s Private Client Conference convenes leaders from across the private wealth management industry to examine the most topical issues facing the business. Join us for a new program focusing on financial advice amidst rapidly changing technology, regulations, and demographics.

2018 Speakers

John Maurello
Managing Director, Private Client Group, SIFMA

Kenneth E. Bentsen, Jr.
President and CEO, SIFMA

Valerie Brown
Executive Chairman of the Board, Advisor Group, Inc.

Lisa Kidd Hunt
Executive Vice President, Business Initiatives, Charles Schwab & Co., Inc.

Katherine E. Nixon
Executive Vice President and Chief Investment Officer, Northern Trust

Steve M. Samuels
Managing Director, Head of FA Programs, Recognition and Strategy Integration, Merrill Lynch Wealth Management

Tracy Eichler
Managing Director, Private Client Group, SIFMA

Gentry Barnett Byrnes, J.D.
Chief Judiciary Officer, Raymond James Trust, N.A.

Leslie Labarthe Coyle
Senior Vice President, Managing Director, Hilliard Lyons Trust Company

Ronald Long
Director of Regulatory Affairs and Elder Client Initiatives, Wells Fargo Advisors

Clara Shih
CEO and Founder, Hearsay Systems

Randy Snook
Executive Vice President, Business Policies & Practices, SIFMA

Elise Jordan
Columnist, TIME; Political Analyst NBC News and MSNBC

Ira D. Hammerman
Executive Vice President & General Counsel, SIFMA

Anne Cooney
Managing Director, General Counsel, Morgan Stanley Wealth Management

Nina McKenna
Chief Legal Officer and General Counsel, Advisor Group, Inc.

Michael Rufino
Executive Vice President, Head of Member Regulation - Sales Practice, FINRA

David J. Kowach
President and Head, Wells Fargo Advisors

Penny Pennington
Principal, Client Strategies Group, Edward Jones

Paul C. Santucci
Managing Director, Head of Field Development and Productivity, USB

Heather Crist
Private Client Group's Market Manager

Steve Scruton
President, Broadridge Advisor Solutions

Ken Cella
Principal, Branch Development, Edward Jones

Emily de la Raguera
Head of Next Generation Advisor Development, UBS

Devin DeStefano
Managing Director - Associate Financial Advisor Program, Next Generation Talent, Wells Fargo Advisors

Dr. Denise P. Federer
Principal Owner, Federer Performance Management Group LLC

2018 Sponsors

DIAMOND:
• Dow Jones
• Federated Investors, Inc.
• Fidelity Investments
• Hearsay Systems

GOLD:
• Pricemetrix

SILVER:
• BNY Mellon – Pershing
• Broadridge
• Renaissance Regulatory Services (RRS)
• Talisys

CONTRIBUTOR:
• Copytalk
• Vestmark, Inc.

SIFMA'S STRATEGIC PARTNERS:
• Accenture
• Broadridge
• Deloitte
• EY
• Fidelity Clearing & Custody Solutions
• Hearsay Systems
• IBM
• PwC