AGENDA

DYNASTY INVESTMENTS FORUM

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TIMES LISTED IN CENTRAL STANDARD TIME
(Local Nashville Time)

 
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MONDAY, NOV 8

TUESDAY, NOV 9

WEDNESDAY, NOV 10

11:00 AM - 2:00 PM

Investments Forum Registration
Sponsored by BlackRock

Hotel Lobby

2:00 PM - 2:15 PM

Investments Forum Welcome
Joe D'Agostino, Head of Investment Platform and Product Strategy

Dynasty Financial Partners

Vista Ballroom

2:15 PM - 2:45 PM

State of Dynasty Financial Partners
Shirl Penney, President and CEO, Dynasty Financial 
Partners

Vista Ballroom

2:45 PM - 3:15 PM

Dynasty Tech Overview

Speakers:

Ed Swenson, Chief Operating Officer, Dynasty Financial Partners

Frank Coates, Chief Technology Officer, Dynasty Financial Partners

Taylor Howard, Chief Digital Officer, Dynasty Financial Partners

Vista Ballroom

3:15 PM - 3:45 PM

Conversation with Alexis Ohanian 

Speaker:

Alexis Ohanian, Founder, Seven Seven Six and Former Executive Chair, Reddit

Moderator:
Ed Swenson, Chief Operating Officer, Dynasty Financial Partners

Vista Ballroom

3:45 PM - 3:55 PM

Break

Vista Ballroom Foyer

3:55 PM - 4:45 PM

Managing Diverse Portfolios for Diverse Investors

Speakers:

Amanda Baker Khan, Client Relationship Manager, Ethic

Michelle Gadsden-Williams, Global Head of DE&I, BlackRock

Yasmin Landy, Institutional Portfolio Manager, Fidelity Investments

Moderator:

Angela Gingras, Managing Director, Operations, Dynasty Financial Partners

Vista Ballroom

4:45 PM - 5:30 PM

Day 1 Keynote with Jeb Bush 

Jeb Bush, Former Governor of Florida

 

Sponsored by iCapital Network 

Vista Ballroom

5:30 PM - 5:35 PM

Day 1 Closing 

Joe D'Agostino, Head of Investment Platform and Product Strategy,

Dynasty Financial Partners

Vista Ballroom

5:35 PM - 7:30 PM

Born to Perform Cocktail Reception 

Sponsored by Natixis  

Lobby Restaurant Space

6:00 PM - 6:15 PM

 Welcome from Natixis
 

Lobby Restaurant Space
 

7:30 PM

Offsite Sponsor Dinners

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