The Official Network For Entreprenurial Advisors

Business Owners Symposium Agenda

  1. Welcome Reception & Dinner

    Lou & Mickey’s
    224 Fifth Avenue, San Diego, CA

  2. Welcome: Opening Comments

    Scott Umstead, Executive Vice President, National Sales Manager

  3. Welcome: Why First Allied Securities?

    Keith E. Gregg, President & CEO, First Allied Securities

  4. Advanced Equities Financial Corp. Overview — Built by Entrepreneurs for Entrepreneurs

    Adam Antoniades, President, Advanced Equities Financial Corp.

  5. Private Equity — The Silver Bullet for Hunting High Net-Worth Clients Michael F. Marderosian, Managing Director, Independent Brokerage Group

  6. Advanced Equities Wealth Management: “Intel” Inside (Integrated Wealth Management)

    Robert Holcomb, President, Advanced Equities Wealth Management

  7. Creating a World Class Money Management Business

    Frank Campanale, CEO, Advanced Equities Wealth Management

  8. Asset Management: Unique and Differentiated Products

    Craig Columbus, Chief Market Strategist – First Allied / Advanced Equities; President – Advanced Equities Asset Management

  9. Lead Generation and Client Acquisition: The Holy Grail for Advisors

    Mike Nichols, Vice President, Marketing, Asset, and Wealth Management
    Charlie Gillespie, Product Manager, Advisor Marketing System

  10. Working Lunch: Menu - "Meat, Potatoes, Nits & Grits of Running Your Business at First Allied"

    Blake Bjordahl, Senior Vice President, Director of Operations
    Donna Lawson, Chief Compliance Officer
    JC Young, Vice President, Supervision
    Vere Reynolds-Hale, Senior Vice President, Financial Services Group

  11. Growing Your Business — Business Strategies Group

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

  12. Advisor Technology Interface

    Mariana Donnelly, Corporate Trainer

  13. Transitioning Your Business

    Matthew Bassuk, Regional Director-SW, Business Development

  14. Advisor Bank — Growth Through Acquisition

    Keith E. Gregg, President & CEO, First Allied Securities, Inc.

  15. Wrap Up: Question and Answer

    Keith E. Gregg, President & CEO, First Allied Securities, Inc.

For more information call: 800-336-8842

Advanced Equities Plaza, 655 West Broadway, 12th Floor • San Diego, CA 92101

© 2008 Advanced Equities, Inc. member FINRA/SIPC