2020 Agenda

Wednesday, September 23

12:00 pm – 12:40 pm The New Team Structure: Managing, Growing, and Motivating a Team from Home   Greg Vaughan, Morgan Stanley Private Wealth Management Rod Westmoreland, Merrill Private Wealth Management Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:40 pm – 1:10 pm Election 2020: Separating the News from the Noise   Reagan Anderson, Senior Vice President of Government Relations, Capital Group 1:10 pm – 1:45 pm Investing Through Challenging Times: Timeless Insights to Share with Clients   Chris Davis, Chairman and Portfolio Manager, Davis Advisors Moderated By: Jack Otter, Editor at Large, Barron’s Group 1:45 pm – 2:15 pm Entrepreneurship, Marketing, and The Future of Retail   Daymond John, Businessman, Investor, Television Personality & Author Moderated By: Alison Rooney, Global Managing Director, Wealth Management, Barron’s Group 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   Election 2020: Separating the News from the Noise Reagan Anderson, Senior Vice President of Government Relations, Capital Group Moderated By: Michael Schweitzer, Senior Vice President and Director of Distribution for High Net Worth, Capital Group   Investing Through Challenging Times: Timeless Insights to Share with Clients Chris Davis, Chairman and Portfolio Manager, Davis Advisors Moderated By: Jack Otter, Editor at Large, Barron’s Group

Friday, September 25

12:00 pm – 12:30 pm Achieving Organic Growth & Strategies for Prospecting in a Pandemic Age   Ghislain Gouraige, UBS Financial Services, Inc. Courtney Moore, Merrill Private Wealth Management Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:30 pm – 1:05 pm The Catalytic Conversation   Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco 1:05 pm – 1:10 pm Purpose-Driven Leadership   Penny Pennington, Managing Director, Edward Jones 1:10 pm – 1:45 pm Examination of Active Management in an Age of Growth Investing   David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T.Rowe Price Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price 1:45 pm – 2:15 pm Economic Predictions for a Post-Election, Post-Pandemic World   Gary Cohn, Former Director of the National Economic Council & Chief Economic Advisor, Former President and COO of Goldman Sachs Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   The Catalytic Conversation Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group   Examination of Active Management in an Age of Growth Investing David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T. Rowe Price Moderated By: Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price

Wednesday, September 30

12:00 pm – 12:20 pm Diversity & Inclusion in Wealth Management: What Needs to be Done   Mandell Crawley, Head of Private Wealth Management, Morgan Stanley Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:20 pm – 12:55 pm Markets and the Election: Insights in the Home Stretch   David Bianco, CIO, DWS Frank Kelly, Head of Political Affairs, DWS Moderated By: Jack Otter, Editor at Large, Barron’s Group 12:55 pm – 1:30 pm The New Age of Client Service: What Needs to Change?   Jennifer Garcia, Wells Fargo Advisors Kevin Haarberg, Edward Jones Moderated By: Ray Sclafani, CEO, Clientwise 1:30 pm – 2:00 pm What’s the Alternative? A Look at Interval Funds   Aimee Almeleh, SVP, Alternatives Strategist, PIMCO Lyon Polk, Morgan Stanley Private Wealth Management Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO 2:00 pm – 2:15 pm Leading Through Change: Embracing High-Tech in a High-Touch Business   Andy Sieg, President, Merrill Lynch Wealth Management 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   Markets and the Election: Insights in the Home Stretch David Bianco, CIO, DWS Frank Kelly, Head of Political Affairs, DWS Moderated By: Nicole Grogan, Managing Director, Head of Strategic Relationships, Americas at DWS   What’s the Alternative? A Look at Interval Funds Aimee Almeleh, SVP, Alternatives Strategist, PIMCO Lyon Polk, Morgan Stanley Private Wealth Management Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO

Friday, October 2

12:00 pm – 12:30 pm Adaptation to Technologies & Adjusting to the Work From Home Norm   Elaine Meyers, JP Morgan Securities Richard Saperstein, Treasury Partners Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:30 pm – 1:05 pm The Case for Real Estate - Opportunities Abound   Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund Moderated By: Steve Grill, Alex. Brown, a division of Raymond James 1:05 pm – 1:10 pm Virtual Volunteerism   Tash Elwyn, President & CEO, Raymond James & Associates 1:10 pm – 1:45 pm Persistence Through the Tumult   Matt McLennan, Head of Global Value Team, First Eagle Investment Management Moderated By: Jack Otter, Editor at Large, Barron’s Group 1:45 pm – 2:15 pm Stress & Immunity - Taking Care of Your Health   Chris Johnson, Founder & CEO, On Target Living 2:15 pm – 2:20 pm Closing Remarks   2:20 pm – 2:50 pm Interactive Live Q&A Sessions   The Case for Real Estate - Opportunities Abound Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund Steve Grill, Alex. Brown, a division of Raymond James Moderated By: David Judice, VP, Head of Intermediary Sales and National Accounts, Baron Fund   Persistence Through the Tumult Matt McLennan, Head of Global Value Team, First Eagle Investment Management Moderated By: Anirudh Kirtane, Head of Applied Research, First Eagle Investment Management

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2020 Agenda

Wednesday, September 23

12:00 pm – 12:40 pm The New Team Structure: Managing, Growing, and Motivating a Team from Home   Greg Vaughan, Morgan Stanley Private Wealth Management Rod Westmoreland, Merrill Private Wealth Management Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:40 pm – 1:10 pm Election 2020: Separating the News from the Noise   Reagan Anderson, Senior Vice President of Government Relations, Capital Group 1:10 pm – 1:45 pm Investing Through Challenging Times: Timeless Insights to Share with Clients   Chris Davis, Chairman and Portfolio Manager, Davis Advisors Moderated By: Jack Otter, Editor at Large, Barron’s Group 1:45 pm – 2:15 pm Entrepreneurship, Marketing, and The Future of Retail   Daymond John, Businessman, Investor, Television Personality & Author Moderated By: Alison Rooney, Global Managing Director, Wealth Management, Barron’s Group 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   Election 2020: Separating the News from the Noise Reagan Anderson, Senior Vice President of Government Relations, Capital Group Moderated By: Michael Schweitzer, Senior Vice President and Director of Distribution for High Net Worth, Capital Group   Investing Through Challenging Times: Timeless Insights to Share with Clients Chris Davis, Chairman and Portfolio Manager, Davis Advisors Moderated By: Jack Otter, Editor at Large, Barron’s Group

Friday, September 25

12:00 pm – 12:30 pm Achieving Organic Growth & Strategies for Prospecting in a Pandemic Age   Ghislain Gouraige, UBS Financial Services, Inc. Courtney Moore, Merrill Private Wealth Management Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:30 pm – 1:05 pm The Catalytic Conversation   Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco 1:05 pm – 1:10 pm Purpose-Driven Leadership   Penny Pennington, Managing Director, Edward Jones 1:10 pm – 1:45 pm Examination of Active Management in an Age of Growth Investing   David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T.Rowe Price Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price 1:45 pm – 2:15 pm Economic Predictions for a Post-Election, Post-Pandemic World   Gary Cohn, Former Director of the National Economic Council & Chief Economic Advisor, Former President and COO of Goldman Sachs Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   The Catalytic Conversation Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group   Examination of Active Management in an Age of Growth Investing David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T. Rowe Price Moderated By: Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price

Wednesday, September 30

12:00 pm – 12:20 pm Diversity & Inclusion in Wealth Management: What Needs to be Done   Mandell Crawley, Head of Private Wealth Management, Morgan Stanley Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:20 pm – 12:55 pm Markets and the Election: Insights in the Home Stretch   David Bianco, CIO, DWS Frank Kelly, Head of Political Affairs, DWS Moderated By: Jack Otter, Editor at Large, Barron’s Group 12:55 pm – 1:30 pm The New Age of Client Service: What Needs to Change?   Jennifer Garcia, Wells Fargo Advisors Kevin Haarberg, Edward Jones Moderated By: Ray Sclafani, CEO, Clientwise 1:30 pm – 2:00 pm What’s the Alternative? A Look at Interval Funds   Aimee Almeleh, SVP, Alternatives Strategist, PIMCO Lyon Polk, Morgan Stanley Private Wealth Management Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO 2:00 pm – 2:15 pm Leading Through Change: Embracing High-Tech in a High-Touch Business   Andy Sieg, President, Merrill Lynch Wealth Management 2:15 pm – 2:45 pm Interactive Live Q&A Sessions   Markets and the Election: Insights in the Home Stretch David Bianco, CIO, DWS Frank Kelly, Head of Political Affairs, DWS Moderated By: Nicole Grogan, Managing Director, Head of Strategic Relationships, Americas at DWS   What’s the Alternative? A Look at Interval Funds Aimee Almeleh, SVP, Alternatives Strategist, PIMCO Lyon Polk, Morgan Stanley Private Wealth Management Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO

Friday, October 2

12:00 pm – 12:30 pm Adaptation to Technologies & Adjusting to the Work From Home Norm   Elaine Meyers, JP Morgan Securities Richard Saperstein, Treasury Partners Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 12:30 pm – 1:05 pm The Case for Real Estate - Opportunities Abound   Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund Moderated By: Steve Grill, Alex. Brown, a division of Raymond James 1:05 pm – 1:10 pm Virtual Volunteerism   Tash Elwyn, President & CEO, Raymond James & Associates 1:10 pm – 1:45 pm Persistence Through the Tumult   Matt McLennan, Head of Global Value Team, First Eagle Investment Management Moderated By: Jack Otter, Editor at Large, Barron’s Group 1:45 pm – 2:15 pm Stress & Immunity - Taking Care of Your Health   Chris Johnson, Founder & CEO, On Target Living 2:15 pm – 2:20 pm Closing Remarks   2:20 pm – 2:50 pm Interactive Live Q&A Sessions   The Case for Real Estate - Opportunities Abound Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund Steve Grill, Alex. Brown, a division of Raymond James Moderated By: David Judice, VP, Head of Intermediary Sales and National Accounts, Baron Fund   Persistence Through the Tumult Matt McLennan, Head of Global Value Team, First Eagle Investment Management Moderated By: Anirudh Kirtane, Head of Applied Research, First Eagle Investment Management

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A global investment manager, Capital Group has helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an emphasis on research, a long-term view and a recognition of the power of relationships. Helping investors succeed has helped us grow. Since 1931, we have provided low-cost, actively managed funds that have delivered strong long-term results. Today, we're one of the world's largest investment management organizations, managing more than $2 trillion.

DWS Group (DWS) is one of the world's leading asset managers with $838 billion of assets under management (as of 30 June 2020). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically. DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors – entrusted to build the best foundation for our clients’ future.

PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business.

First Eagle Investment Management is an independent firm that manages approximately $101 billion in assets for institutional and individual clients (Assets under management as of June 30, 2020). With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to downside protection remain our primary goals.

T. Rowe Price, a global investment management organization with $1.22 T in AUM*, offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns. *As of June 30, 2020.

Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $24 billion in AUM as of August 31, 2020, our time-tested investment discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. Since our founding fifty years ago, our mission has been to serve our shareholders and to do so with high integrity.  We have a history of delivering strong, consistent investment results through full market cycles. With more than $2 billion invested alongside our clients in funds and other accounts following the same investment strategy, we experience the same risks and reap the same rewards.

Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our 13 distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, Invesco managed $1.1 trillion in assets on behalf of clients worldwide as of June 30, 2020. For more information, visit www.Invesco.com.