ACM Agenda
Day 1: Monday, November 6
Agenda – Day 1
Pelican Room
1:00 pm – 4:00 pm – Study Group (TCFG Reps only)
(Boxed Lunches will be available in the Pelican Foyer)
Market Overview featuring Kevin Kennedy
Dinner - Sponsored by PCS (Keynote sponsor & TCFG staff only)
Selanne Steak Tavern - Veranda Room (located across the street from the Resort)
5:30 pm – 6:00 pm - Cocktails
6:00 pm – 7:30 pm – Welcome Dinner
Dress Code - Business Casual - Check the website for the weather "TCFGCONFERENCE.COM"
Entertainment - Sponsored by NetLease Capital (Event Sponsor & TCFG Staff only)
Casino Night - Open Bar Pelican Room Surf and Sand Resort (Each person receives $500 in Casino
Money at the door)
Come roll the die! Prizes! One prize is a three-night trip to Vegas.
Day 2: Tuesday, November 7
Agenda – Day 2
Pelican Foyer
7:30 am – 8:30 am – Networking breakfast for all TCFG Staff & all Sponsors
Sand Piper Room - (TCFG Staff) Pelican room ALL Sponsors
8:30 - Welcome
8:40 - Rick Roberts - CEO
8:55 -Sponsor Introductions
9:25-Compliance Session I
10:25 -Restroom Break
(Snacks in Pelican Foyer)
10:40 -Speed Dating Session I in Pelican Room
11:40-12:50 pm – Lunch sponsored by StratCap (All TCFG Staff and all Sponsors on the Catalina Terrace)
12:50 -PCS - Keynote Sponsor - in Sandpiper Room
1:50 -Speed Dating Session II in Pelican Room
2:50- Restroom Break
(Movie Snacks in the Pelican Foyer)
3:00- Compliance Session II
3:45 -Sponsor Networking in Pelican Room
4:45 -Compliance Closeout Q&A
6:00 -Dine Around with Sponsors
(Meet your Sponsors at their booth at 6 pm)
Day 3: Wednesday, November 8
Agenda – Day 3
Pelican Foyer
7:30 – 8:30 am – Networking breakfast for all TCFG Staff & all Sponsors
Pelican Room
8:30 -10:00 - Speed Dating Insurance and Mutual Funds
10:00- Restroom Break
10:10 -Compliance Closeout
10:50 – Concierge and Operations Panel - Q&A, Completing documentation properly,
Safeguards against Money Laundering, Money Guide, Operations panel
11:50 - Closing remarks from Rick Roberts