First Allied Securities

Day One

1:30p.m.

Welcome and Opening Comments

Matthew Bassuk
Senior Vice President, Business Development

1:35 p.m.

First Allied Independent Brokerage Group Overview — Built by Entrepreneurs for Entrepreneurs

Adam Antoniades, President and CEO

2:45 p.m.

Advisor Technology Interface

Karen Zamir, Practice Consulting Manager

3:15 p.m.

Break

3:30 p.m.

Private Equity - Strategies for Reaching High-Net-Worth Clients

Steph Laflamme, Vice President, Financial Services Group

4:30 p.m.

Advanced Equities Wealth Management - Inside Integrated Wealth Management

Robert Holcomb, President, Wealth Management

5:45 p.m.

Reception and Dinner

Grant Grill, US Grant Hotel
326 Broadway
San Diego, CA 92101 

Day Two

7 a.m.

Working Breakfast - The Ins and Outs of Running Your Business at First Allied

Tiy O'Neal, Chief Operating Officer
Donna Bartlett, Chief Compliance Officer
Garrett Merrill, Vice President, Supervision
Cris Alvarez, Vice President, Supervision
Micah Wei, Associate Vice President, Advisory Products
J. Vere Reynolds-Hale, Senior Vice President, Financial Services Group 

8:30 a.m.

Transitioning Your Business

Matthew Bassuk, Senior Vice President, Business Development

9 a.m.

Growing Your Business - Business Strategies Group

Mark Dransfield, Chief Growth & Productivity Officer, Business Strategies Group

10 a.m.

Break

10:15 a.m.

Lead Generation and Client Acquisition "The Holy Grail for Advisors"

Mike Nichols, Vice President of Marketing, Wealth Management
Charlie Gillespie, Product Consultant, Financial Services Group

10:45 a.m.

Asset Management - Unique and Differentiated Products (Via Video Conference)

Craig Columbus, Chief Market Strategist
Jeff Mindlin, Managing Director, Co-Portfolio Manager 

11:30 a.m.

Wrap-Up Question and Answer

Adam Antoniades, President and CEO

12:00 p.m.

Expanded Technology Demonstration and Q&A (Optional)

Karen Zamir, Practice Consulting Manager