Agenda

Wednesday, May 20, 2020
6:30 AM - 8:00 AM
Full Breakfast Buffet and Networking Opportunity
8:00 AM - 8:10 AM
Guests Move to Presentation Space
8:10 AM - 8:40 AM
Welcome and Introduction – Salvatore M Capizzi
8:40 AM - 9:40 AM
State of the Company & Industry – Jeffrey Dunham
9:40 AM - 9:55 AM
Refreshment and Networking Break
9:55 AM - 10:40 AM
Portfolio Manager – Introduction by Rob Pancrazi
10:40 AM - 10:55 AM
Understanding the Opportunity in Liquidity Planning – Salvatore M. Capizzi
10:55 AM - 11:45 AM
Joe Strazzeri Esq.
11:45 AM - 1:00 PM
Lunch
1:00 PM - 1:10 PM
Guests Move to the Presentation Space
1:10 PM - 1:25 PM
Battling the PACMAN Portfolio, Rebecca Pearson MC for Next Group of Speakers
1:25 PM - 1:55 PM
ESOP
1:25 PM - 3:30 PM
Creating Liquidity Without Losing Control
1:55 PM - 2:30 PM
Private Equity – Two Bites at the Apple
2:30 PM - 2:40 PM
Refreshment and Networking Break
2:40 PM - 3:30 PM
Setting Trusts Before the Exit – Ann Rosevear, J.D., President & Chief Trust Officer | Dunham Trust Company
3:30 PM - 4:35 PM
Keynote: Mark Shaefer
3:30 PM
Introduction of Keynote Speaker – Shawn Waltz
4:35 PM - 5:30 PM
Free Time
5:30 PM - 5:45 PM
Gather at Andaz Hotel Entrance
5:45 PM - 6:00 PM
Depart for Dinner at Water Grill
6:00 PM - 8:00 PM
Dinner at the Water Grill and Award Ceremony
Thursday, May 21, 2020
6:30 AM - 8:00 AM
Full Breakfast Buffet and Networking Opportunity
8:00 AM - 8:15 AM
Guests Travel to the Studio Space
8:15 AM - 8:45 AM
Recap of Prior Day and Intro to Exit Planning with Eugene Choi
8:45 AM - 9:45 AM
Exit Planning speaker on Enterprise Value
9:45 AM - 10:00 AM
Refreshments and Networking break
10:00 AM - 11:00 AM
Tamara Wendoll
11:00 AM - 12:00 PM
Sarano Kelley
12:00 PM - 1:30 PM
Lunch and checkout
1:30 PM - 1:45 PM
Guests Travel to the Studio Space
1:45 PM - 2:45 PM
Portfolio Manager – Joe Dinaso Intro
2:45 PM - 3:15 PM
Life after the SECURE Act – Gain Large assets through IRA Planning – Ann Rosevear
3:15 PM - 3:30 PM
Refreshments and Networking Break
3:30 PM - 4:30 PM
Keynote: Scott Keffer
3:30 PM
Introduction of Keynote Speaker – Rex
4:30 PM
Closing Comments and Dunham Advisory Board Ends - Salvatore M. Capizzi