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9:00am

L. Kelly LaVigne

Vice President & Head of Annuity Advanced Markets

Allianz Life Insurance Company of North America


"A Lasting Legacy"

Over the last few years, there have been increased tax and regulatory complications that clients must navigate in order to make their legacy and estate-planning strategies fulfill their desired intent.

- The fundamentals of estate-planning strategies in addition to more complex strategies that can help reduce tax burdens

- Key charitable-giving and estate-planning strategies that can help clients transfer assets that align with their overall legacy goals

- The importance of client reviews and the potential need for lifelong income using annuities


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Program is Pending Approval for one (1) hour of   CE credit


10:00am

Candice N. Tse

Asset Management, New York

Goldman Sachs


"EMPOWER the Female Investor"

This presentation takes a deeper dive into the common financial planning challenges that women face, discusses methods to address these challenges, and identify ways that women can empower themselves financially. The EMPOWER presentation and focuses on seven steps for female investors to achieve financial empowerment. Evaluate your situation, Manage your finances, Plan for your future, Own and protect your assets, Work with a financial advisor, Educate yourself, Review your plan regularly

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Program is Pending Approval for one (1) hour of   CE credit




11:30am


Adam Congdon, CFA

Director

Payden & Rygel





Natalie Trevithick, CFA

Director

Payden & Rygel

"Navigating the California Municipal Bond Market: Opportunities & Strategies"

Discuss the current state of the municipal market including issuance trends and credit fundamentals. Identify strategic opportunities for portfolio construction. Provide forward market outlook for municipal returns and risks.

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    Trust Service Providers - Retiree Medical Trust

    Program is Pending Approval for one (1) hour of   CE credit





    1:30pm Alts Panel


    Malik Blades

    Vice President & Private Wealth Alternatives Specialist

    JP Morgan Asset Management





    Scott Manniello

    West Coast Divisional Director

    KKR





    Eli Sokolov

    Managing director, Head of Private Credit Research & Co-Portfolio Manager

    Cliffwater Enhanced Lending Fund


    "Guide to the Alts, Private Equity, & Private Capital"

    This panel will provide insights on the current state of the private equity market and where we see opportunities and risks. We will review of deal making environment in private equity, quality investing, with a case study example of CIRCOR. Explore Private Credit state of the market, opportunities, and overall landscape

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    Program is Pending Approval for one (1) hour of   CE credit



    3:00pm Keynote Speaker


    Andrew Buchanan

    Managing Director

    WCM Investment Management 




    Rob Quirk

    Portfolio Manager & Business Analysist 

    WCM Investment Management


    "International Stocks PMs"

    In this presentation you will discuss the case for international equity investing. Framing the potential for international stocks to continue this run of outperformance. Review the opportunity set for Investing in global companies that stand to benefit from structural growth themes. Learn the case for taking an actively managed approach to investing in international equities.


    Click Here to Register Today!



    Program is Pending Approval for one (1) hour of   CE credit

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