Assembly 2024 Agenda
CONFERENCE DATES
MON, Sept. 9 - start @ 11:30am
TUES, Sept. 10
WED, Sept. 11 - close @ 11:30am
CONFERENCE HOST HOTEL
Renaissance Chicago Downtown
1 W Wacker Drive
TIMES OF NOTE
See the detailed agenda below.
Download the full agenda:
Agenda overview
MON
Sept. 9th
Day 1
11am
REGISTRATION OPENS
Partner Village opens (exhibits)
Renaissance Chicago Downtown
Grand Ballroom Foyer (2nd Floor)
11:30am - 1pm
Lunch / Partner Village
Explore Room / Grand Ballroom Foyer
1:30pm - 2pm
CEO welcome with Joshua Rogers
Grand Ballroom
2pm - 3:45pm
ALTERNATIVE PRODUCT SPOTLIGHTS:
ENERGY & REAL ESTATE
Presentations by:
- MDS Energy Development
- Trilogy
- US Energy Development Corporation
- Stone Ridge
- Time Equities
Grand Ballroom
3:45 - 4pm
Close out Day 1 sessions
4pm - 5pm
Partner Village exhibits / Happy Hour
Grand Ballroom Foyer
5pm - 5:15pm
SHUTTLE DEPARTURES BEGIN
Transportation to 1000M Hi-Rise Reception
Front of hotel
5:15pm - 7pm
OFFSITE: HI-RISE RECEPTION
1000M
Hosted by Time Equities
Hors d'oeuvres and craft cocktails in a luxury setting
1000 S Michigan Ave (1.3 miles from hotel)
7pm - 7:15
OFFSITE
Dine Around Dinners begin
Offsite private dinners hosted by sponsors
Multiple venues
TUES
Sept. 10th
Day 2
7:30am - 9am
Breakfast / Partner Village
Explore Room / Grand Ballroom Foyer
8:30am - 9:30am
CE COURSE: OIL & GAS FINANCIAL PLANNING
Presented by US Energy Development Corporation
Grand Ballroom
9am - 2pm
ARETE WEALTH OPERATIONS OFFICE HOURS
Open office hours for 1:1 support, demos, and technology training
Discover Room (outside ballroom)
9:30am - 12pm
ADVISOR TRACK
Alternative platform overview
Gold sponsor mainstage sessions (see Sponsor Stage agenda)
Grand Ballroom
12pm - 1pm
Lunch / Partner Village
Explore Room / Grand Ballroom Foyer
1pm - 1:45pm
NIMCRUTS: SOPHISTICATED CHARITABLE GIVING STRATEGIES FOR HIGH-NET-WORTH INVESTORS
Presented by LeBlanc Financial Alliance and Magnolia Trust Company
Grand Ballroom
1:45pm - 2:30pm
Digital Transformation (Fintech)
Navigator + Telos technology overviews
Grand Ballroom
2:30pm - 2:45pm
Break
2:45pm - 3:30pm
STRUCTURED NOTES & ANNUITIES PLATFORM
Presented by Luma Financial Technologies
Grand Ballroom
3:30pm - 4:30pm
CLOSED SESSIONS (ARETE ADVISORS + STAFF ONLY)
Regulatory and Compliance roundtable
Assembly 2025 host city reveal
4:30pm - 5pm
Break
5pm
Partner Village closes
5pm - 7pm
OFFSITE: RIVERWALK BAR BUYOUT
Happy hour and appetizers at City Winery
Yacht tours (depart from the Riverwalk in front of City Winery)
11 E. Riverwalk South (Across street from hotel, down to Riverwalk)
7pm - 9:30pm
CLOSING BASH
Themed dinner and entertainment
Explore Room (2nd floor)
WED
Sept. 11th
DAY 3
8am - 9am
Breakfast
Looking Glass (3rd floor)
9am - 10:30am
ADVISOR PANELS: WINNING IN THE FIELD
Advisors share new products, approaches, and strategies from the field, plus an overview of the Pershing platform
Cloud Gate Ballroom (3rd floor)
10:30am - 11am
ASK THE ARETE EXECS
Open panel
Cloud Gate Ballroom (3rd floor)
11am - 11:30am
Conference closing
Cloud Gate Ballroom (3rd floor)
Get a head start and secure your spot early!
Early arrivals at the hotel on September 8, 2024, are subject to availability
on a first-come, first-served basis.
Day 1
September 9, 2024
Arrivals & welcome lunch, followed by sessions and evening activities.
Day 2
September 10, 2024
A full day of informative sessions, firm updates, market insights, and evening events.
Day 3
September 11, 2024
Breakfast and morning sessions, with a closing by 11:30am local time.