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December 9-12, 2019
Fontainebleau Miami Beach

MarketCounsel Summit 2019

Curriculum

  • TUESDAY, DECEMBER 10
  • WEDNESDAY, DECEMBER 11
  • THURSDAY, DECEMBER 12
TUESDAY, DECEMBER 10
Morning Sessions

Call to Order

  • Brian Hamburger, MarketCounsel
  • Chris Cherry, JConnelly

Opportunities to Fuel Net Growth

  • Eric Clarke, Orion Advisor Solutions
  • Mark Tibergien, BNY Mellon | Pershing
  • David Canter, Fidelity Clearing & Custody Solutions
  • Bryce Skaff, Dimensional Fund Advisors

Big Deals: What Do They Mean?

  • Joe Duran, United Capital
  • Brian Hamburger, MarketCounsel
Early Afternoon Sessions

Live Long and Prosper?

  • Russ Hill, Halbert Hargrove
  • Josh Zwick, Oliver Wyman
  • Ross Stevens, Stone Ridge Asset Management

Broad Spectrum Marketing

  • Sterling Shea, Barron’s
  • Jenn Connelly, JConnelly
  • Robert Sofia, Snappy Kraken
  • Josh Brown, Ritholtz Wealth Management
Late Afternoon Sessions

Increasing the Velocity of Change

  • Jon Beatty, Charles Schwab Advisor Services
  • Brian Hamburger, MarketCounsel

The True Cost of Capital

  • Dave DeVoe, DeVoe & Co.
  • Ryan Morfin, Wentworth
  • Brent Brodeski, Savant Capital Management
  • Rick Dennen, Oak Street Funding
  • Shirl Penney, Dynasty Financial Partners
WEDNESDAY, DECEMBER 11
Morning Sessions

Finding Yourself Without Your Founder

• Bill Crager, Envestnet
• Brian Hamburger, MarketCounsel

Strengthening the Firm Through Diversity and Inclusion

  • Suzanne Siracuse, Suzanne Siracuse Consulting Services
  • Julia Carlson, Financial Freedom Wealth Management Group
  • Grant Rawdin, Wescott Financial Advisory Group
  • Walter Booker, MarketCounsel

Escalating Tactics to Manage Diminished Capacity

  • Caleb Silver, Investopedia
  • Debbie Noury, Fidelity Investments
  • Carolyn McClanahan, Whealthcare Planning

Big Deals: The Likely Impact of the Schwab / TD Ameritrade Deal

  • Tom Bradley, Former President, TD Ameritrade
  • Brian Hamburger, MarketCounsel
Early Afternoon Sessions

Regulatory Disruption

  • Rick Fleming, US Securities & Exchange
  • Daniel Bernstein, MarketCounsel
  • Melanie Waddell, ThinkAdvisor

A Multidisciplinary Look at Intriguing Developments

  • Robert Lipsey, Hamburger Law Firm
  • Sharron Ash, Hamburger Law Firm
  • Daniel Bernstein, MarketCounsel
Late Afternoon Sessions

Analyzing the Most Remarkable Transitions of the Year

  • Sharron Ash, Hamburger Law Firm
  • Tony Sirianni, AdvisorHub
  • Kimberly Papedis, Fusion Financial Partners

A Snapshot of Deals Getting Done

  • John Furey, Advisor Growth Strategies
  • Hollie Fagan, BlackRock

After the Deal: Integrating Post Acquisition

  • Paul Sullivan, New York Times
  • Marty Bicknell, Mariner Wealth Advisors
  • Bob Oros, HighTower
  • David Barton, Mercer Advisors
THURSDAY, DECEMBER 12
Morning Sessions

A Practical Guide to Managing Regulatory Change

  • Daniel Bernstein, MarketCounsel
  • Zachary Furnald, MarketCounsel

Hiring and Firing Personnel Without Getting Sued

  • Sharron Ash, Hamburger Law Firm

The Most Relevant Tax Issues in M&A Transactions

  • Robert Lipsey, Hamburger Law Firm