Thursday-Day 1 04.03.2025
JW Marriott Chicago | 151 W Adams Street | Chicago, IL
Attire | Business Casual
| 11:00 – 11:30 a.m. CT | Registration | |
| 11:30 – 12:00 p.m. | Working Lunch | Round Table Meet & Greet |
| 12:00 – 12:45 p.m. | A Global View from Europe Host: Brian Maute | Dr. Stefan Hoops, Chief Executive Officer Vincenzo Vedda, Chief Investment Officer George Catrambone, Head of Fixed Income, Americas John Vojticek, Head of Liquid Real Assets |
| 12:45 – 1:30 p.m. | CIO Views Host: Brian Maute | Vincenzo Vedda, Chief Investment Officer |
| 1:30 – 2:30 p.m. | Fixed Income Opportunities Host: Brian O’Connell | George Catrambone, Head of Fixed Income, Americas Chad Farrington, Senior Portfolio Manager, Fixed Income Jeffrey Morton, Senior Portfolio Manager, Fixed Income |
| 2:30 – 2:45 p.m. | Break | |
| 2:45 – 3:45 p.m. | Team IQ: Becoming Irreplaceable in Your Clients’ Lives | John Cianciulli, President, Team Edge Consulting |
| 3:45 – 4:30 p.m. | Liquid Real Assets Host: Ryan Bauer | John Vojticek, Head of Liquid Real Assets Edward O’Donnell, Senior Product Specialist, Real Assets |
| 4:30 – 4:45 p.m. | Break | |
| 4:45 – 5:45 p.m. | Washington Update | Frank Kelly, Senior Political Strategist for DWS |
| 5:45 – 6:00 p.m. | Closing Remarks | JJ Wilczewski, Head of Client Coverage, Americas and Global Head of Institutional & Consultants |
| 6:00 – 9:00 p.m. | Reception & Dinner |
Friday-Day 2 04.04.2025
JW Marriott Chicago | 151 W Adams Street | Chicago, IL
Attire | Business Casual
| 8:00 – 8:30 a.m. CT | Breakfast | |
| 8:30 – 8:35 a.m. | Welcome Remarks | Brad Ispass, Head of US Advisory |
| 8:35 – 9:15 a.m. | Portfolio Diversifiers Host: Katy Wishnow | Michael Sesser, CFA, Lead Portfolio Manager - Small Cap Core Jason Chen, Senior Research Analyst, DWS Research Institute |
| 9:15 – 10:00 a.m. | AI & Critical Technologies Host: Aram Babikian | Dan Fletcher, Senior Portfolio Manager, Equities Bret Mahoney, Chief Operating Officer, Whitney Strategic Services Manoj Patel, Co-Head of Global Infrastructure Securities |
| 10:00 – 10:15 a.m. | Break | |
| 10:15 – 11:00 a.m. | RIA Perspectives Host: Brad Ispass | Bill Duffy, Vice President, Alternative Investments, Fidelity Institutional Brad Long, Managing Partner and Chief Investment Officer, Fiducient Advisors |
| 11:00 – 11:45 a.m. | Private Real Estate Host: Peter King | Anne-Marie Vandenberg, CEO & President, RREEF Property Trust Kevin White, Head of Real Estate Research |
| 11:45 – 12:00 p.m. | Closing Comments | Brian Maute, Head of Client Coverage, US Wealth & RIA |