Assembly 2024 Agenda
CONFERENCE DATES
MON, Sept. 9
TUES, Sept. 10
WED, Sept. 11
TIMES OF NOTE
The conference begins at 11:30am on Monday, Sept. 9th.
Sessions, and curated experiences are offered from conference start through Wednesday, Sept. 11th.
The conference ends by 11:30am on Wednesday, Sept. 11th.
Agenda overview
MON
Sept. 9th
Day 1
11am
Registration opens
11:30am
Lunch + exhibits
1pm
>CEO welcome
>Market Outlook
>Navigating Market Volatility
>From the Field: Advisor Spotlights
>Afternoon exhibits + networking reception
7pm
Dinner outings
TUES
Sept. 10th
Day 2
7:30am
Breakfast + exhibits
9am
>Advisor track
>Operations track
>Alt Investment Outlook
>Portfolio Management Strategies
12pm - 1pm
Lunch + exhibits
1pm
>Charitable Giving Strategies for High-Net-Worth Investors
>Annual compliance meeting
>Regulatory Roundtable
>Digital Transformation with FinTech
4pm
Break + exhibits
Networking reception
7pm
Dinner + after party
WED
Sept. 11th
DAY 3
8am
Breakfast
9am
>AI in Financial Advisory
>The Future of Wealth Management
11:30am
Conference close
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.