Schedule

View the Experience 2024 schedule and sort by Conference Tracks and Session Types.

Conference Tracks & Session Types

Tax Planning and Wealth Preservation

Explore sessions within this track to acquire essential tax planning strategies catering to all your client needs, guaranteeing the preservation of their wealth. Stay informed with the latest regulatory updates and implement client-centric approaches to expertly navigate the intricacies of taxation.



Public and Private Markets

Explore this track's sessions for an in-depth analysis of various alternative investments, spanning from crypto and private credit to real estate. Gain valuable insights on their strategic allocation within portfolios for diversified and robust investment strategies.



Legacy and Intergenerational Wealth Planning

Sessions within this track will give you the tools to retain the next generation of clients while creating a lasting financial legacy for your current clients. Discover strategies for preserving wealth, and supporting successive generations' goals, values, and aspirations through thoughtful consideration of legal, financial, and personal factors.


Client and Practice Management

This track's sessions will provide expert insights into cultivating client relationships, enhancing client satisfaction, attracting and retaining talent, and optimizing your operations for efficiency and overall performance.

General Sessions and Keynotes

Secure a prime spot to gain insights from internationally recognized speakers, luminaries, and industry experts. Our general sessions and keynotes delve into topics impacting every conference attendee, ranging from global and national.


Workshops

For in-depth exploration beyond a mere 60 minutes, join our interactive workshops—whether pre-conference or covering subjects like Ultra High Net Worth (UHNW) and family office dynamics, institutional consulting strategies, and ethical considerations.

Planning in Practice

Harnessing our collective expertise, our "Planning in Practice" sessions are dynamic problem-solving forums. Engage with peers, exchange ideas, and collaboratively tackle client scenarios in these interactive sessions.


EdTalks

Experience Ed (Education) Talks—concise, impactful presentations designed to deliver actionable insights directly applicable to your practice.



Conference Schedule

Attendees will have access to the most relevant knowledge, insights and tools required to best serve their clients and distinguish their expertise in a global, and highly competitive marketplace.

*Schedule subject to change.

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Day 1 - Afternoon

General Information

Registration/Information Desk Open

12:00 pm - 6:00 pm, Sunday, Apr 07, 2024

Workshops

3 CE

Pre-Conference Workshop: Rethink Your Portfolios for What Comes Next

3:00 pm - 5:30 pm, Sunday, Apr 07, 2024

Presenters:

Rick Casagrande, Team Lead, Portfolio Advisory, Invesco

Alessio de Longis, CFA®, Head of Investments, Solutions, Invesco

Mo Haghbin, CFA®, CAIA®, Head of Solutions, Multi-Asset Strategies, Invesco

Brian Levitt, Global Market Strategist, Invesco

Join us for an in-depth portfolio construction workshop. We’ll provide a current market analysis paired with a portfolio playbook with allocation guidance on how to position your portfolios for both strategic and tactical allocations within three market scenarios: a base case, if conditions improve, and if conditions worsen. From the thousands of portfolio reviews we’ve conducted, we’ll provide common portfolio pitfalls and introduce ideas on ways to better align portfolio objectives with intentions moving forward. We’ll also share how a multi-factor approach that combines analysis of the macroeconomic cycle with investment factors that are designed to capitalize on the prevailing economic regime could lower your client's tax bill.


  • Learning Objectives

  • Gain a comprehensive market analysis

  • Receive portfolio allocation guidance based on whether market conditions remain the same, improve or worsen

  • Discover a new approach to asset allocation that could lower your client's tax bill

Rick Casagrande

Team Lead, Portfolio Advisory, Invesco

Alessio de Longis

Head of Investments, Solutions, Invesco

Mo Haghbin

Head of Solutions, Multi-Asset Strategies, Invesco

Brian Levitt

Global Market Strategist, Invesco

General Information

Opening Reception

6:00 pm - 9:00 pm, Sunday, Apr 07, 2024

Step into the future at the Sphere – a marvel of architecture that will leave you awestruck! Capture the moment outside this jaw-dropping structure, and then venture inside for a futuristic journey with cutting-edge 22nd-century technologies. Immerse yourself in a spellbinding multi-sensory film on the world's largest hi-def screen. Get ready to be amazed, inspired, and surrounded by the extraordinary at the Sphere – where the future comes to life! Includes heavy appetizers and drinks.

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."

Elite Member