9:00am

Steven T. Sweeney

Vice President, Advance Markets and Solutions

Allianz Life Insurance Company of North America

"Unpacking Social Security"

Social Security is an essential component to the retirement planning process with millions of Americans currently receiving some form of Social Security benefit. While the appropriate filing strategies are unique to the individual circumstances of each client, understanding how to address a handful of key questions can go a long way towards helping them make informed decisions. In this seminar, we will aim to unpack some of the key Social Security questions facing retirees today.

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10:00am

Speaker TBD

Topic TBD

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11:30am

Ted Segal

Director of Investor Relations

BC Partners

"Unlocking AI's Potential:  Practical Uses of ChatGPT for

  Financial Advisors"

The theme is sharing 7 entry-level, practical uses of ChatGPT, specifically for finance advisors and members of their practice (analysts, admin, etc). There’s a brief intro to what exactly ChatGPT is, but there’s no discussion of the science behind it, or theorizing of the future, it’s just useful ideas everyone in the room could start using today regardless of experience. The ideas were sourced between a combination of real world uses by Shaan Saigol (the Los Angeles IR Director for BC Partners) and his discussions with other successful advisors he works with that are actively using AI.

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1:30pm Alts Panel

Mark Gatto

Co-Founder, Co-Chief Executive Officer and Co-President

CION INvestment Group and CION Investment Corporation (CIC)

"An Overview of the Private Credit Asset Class, Where it is Today and Where it's Going Next"

A better understanding on how to evaluate and due diligence Private Credit strategies and how to implement it into private client portfolios.

Christian Lena

Senior Vice President, Capital Solutions Group

First Trust Portfolios L.P.

Content description to follow

Lynly Packer

Executive Director and Alternatives Client Advisor

J.P. Morgan

"The Opportunity in Private Equity Investments for 2024"

The themes this year are democratization, dislocation, and diversification and how these will impact private equity investment investors today. 

Learning objectives: the process of creating a meaningful private equity allocation in a portfolio, the discovery questions you must ask, the sectors (primaries, secondaries, co-investments, venture) and their characteristics, and the impact of manager selection. 

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