2024 ACM Agenda

Day 1: Monday, November 11, 2024

Agenda – Day 1

Cole Porter Room - Second Floor

 

12:30          Registration Table Opens
1:00 pm     Study Group 
(Boxed Lunch is located in the Cole Porter Foyer. For those who ordered lunch)

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Avenue of the Arts - Garden Retreat Area​

5:30 pm      Cocktails Sponsored by ARC Trust

6:00 pm      Welcome Dinner Sponsored by PCS
Entertainment directly following dinner
7:00 pm      Mark Paskell - Magician

 

Dress Code - Business Casual - Check the website for the weather "TCFGCONFERENCE.COM"

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Day 2: Tuesday, November 12, 2024

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Agenda – Day 2

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Cole Porter Room - Second Floor

7:30 am      Breakfast

Cole Porter Room - Second Floor

8:30             Welcome & Opening Remarks

9:15             Compliance Session 1 - Case Study

9:45             Steve Thornton - BD Compliance
10:30           Break

10:45           Meetings with Investment Managers - Session 1

12:15           Lunch in the Garden Retreat

1:30             Leah Amico - Guest Speaker

2:30             Break (Snacks in the Cole Porter Foyer)
2:45             Meetings with Investment Managers - Session 2
4:15             Regulatory Updates
4:45             Sponsor Networking
6:00             Dinner at Maggianos

(meet in the lobby to catch the shuttle beginning at 5:45)
 

Day 3: Wednesday, November 13, 2024

Agenda – Day 3

 

Cole Porter Room - Second Floor

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7:30             Breakfast
8:30             Round Table Discussion

                    (Closed-door review of Investment Managers)​

                    Review of all Investment Managers who presented. This is an opportunity to share what                      each of you has learned, listen to the perspectives of your peers, and review Due                                  Diligence on these programs. 

9:30             RIA Education Workshop
10:30           Closing Remarks 

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Everyone departs. Reaching John Wayne airport is approximately 20 minutes.

 

Safe Travels!!