TFA Advisor Summit 2016
 

TFA Advisors Summit 2016 Agenda

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10/11/2016
5:30 pmWelcome Reception

The Canopy at The Birchwood


Attire: Business Casual | Cocktails & Hors D'oeuvres

 


10/12/2016
8:00 am - 5:00 pmGeneral Session 1

Grand Ballroom at The Birchwood

  • ETF Panel Discussion presented by CLS Investments
    •  Featured Panel Members:
      • Vanguard
      • State Street Global Advisors
      • PowerShares
      • First Trust
      • Charles Schwab 
  • Fireside Chat with Bats Global Markets, KCG Holdings and Deutsche Bank
  • TransALPHA Updates and Demonstrations
  • Campaign Manager: Effectivley Use Email Marketing
  • Michael Coleman, EVC: Building a Teams with TransALPHA
  • Eric Jenson, CEO MD: Choosing the Right Tool for the Job-ALPHA vs. ONE
  • Dinner with TransONE Model Managers, TransALPHA, Folio & Betterment

Attire: Business Casual | Breakfast, Lunch, and Dinner provided.


10/13/2016
8:00 am - 5:00 pmGeneral Session 2

Grand Ballroom at The Birchwood

  • Keynote Speech by Matthew Hougan, CEO of InsideETFs.com
  • RJ Cunningham, SMD: Dream Team of Active Management 
  • TransONE Updates and Demonstrations
  • TransONE Model Manager Presentations 
    • Featured Managers:
      • Summit Global Investments
      • Dorsey, Wright, and Associates
      • Hanlon Investment Management 
      • Fund Architects
      • Transamerica I-Series 
      • Sage Advisory 
      • Flexible Plan Investments
  • TransONE Manager Panel presented by InsideETFs.com 
    • Featured Managers:
      • Summit Global Investments
      • Dorsey, Wright and Associates
      • Hanlon Investment Management 
      • Fund Architects 
      • Transamerica I-Series 
      • Sage Advisory 
      • Flexible Plan Investments
  • Dinner with TransONE Model Managers, TransALPHA, Folio & Betterment 

Attire: Business Casual | Breakfast, Lunch, and Dinner provided.