Conference Agenda 

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Monday, November 14, 2022
Welcome | The Future of Independence1:30 PM - 2:15 PM
Meet Our Investors: Credit Markets + The Economy 2:15 PM - 2:45 PM
Thriving in Independence2:45 PM - 3:45 PM
Travel Time to Breakouts3:45 PM - 3:50 PM
Breakout Sessions3:50 PM - 5:20 PM
Travel Time + Break5:20 PM - 5:30 PM
Cocktail Reception5:30 PM - 6:30 PM
Dinner: Sanctuary’s Street Fair | Food Truck Style6:30 PM - 8:00 PM
Tuesday, November 15, 2022
Breakfast7:30 AM - 8:30 AM
Opening Comments8:30 AM - 9:00 AM
Meet Our Investors: Why Sanctuary?9:00 AM - 9:30 AM
Markets and Economy Update9:30 AM - 10:15 AM
Break10:15 AM - 10:30 AM
Breakout Sessions10:30 AM - 12:00 PM
Travel Time + Break12:00 PM - 12:15 PM
Lunch, Peer to Peer Sharing 12:15 PM - 1:30 PM
Industry Benchmark Study1:30 PM - 2:30 PM
Leveraging Smart Data for Business Development2:30 PM - 3:30 PM
Time at Leisure3:30 PM - 6:00 PM
Cocktail Reception6:00 PM - 7:00 PM
Sanctuary Awards Dinner7:00 PM - 9:00 PM
Wednesday, November 16, 2022
Breakfast8:00 AM - 9:00 AM
Opening Comments9:00 AM - 9:20 AM
Transforming the Wealth Management Industry with Technology9:20 AM - 10:10 AM
Building a World Class Wealth Management Platform10:10 AM - 10:40 AM
Break10:40 AM - 11:00 AM
Building Your Brand11:00 AM - 12:00 PM
Closing Comments12:00 PM - 12:15 PM

Breakout Groups

Attendees will be divided into four breakout groups in order to attend all available breakout sessions. You will select the breakout group you would like to be placed in during registration, which will determine the order you will attend each breakout session.

Accelerating Growth Through the Planning Process3:50 PM - 4:30 PM
Maximizing Value with Business Owner Clients4:40 PM - 5:20 PM
Generating Alpha with Structured Notes10:30 AM - 11:10 AM
Building Scale and Capacity to Fuel Growth11:20 AM - 12:00 PM
Building Scale and Capacity to Fuel Growth3:50 PM - 4:30 PM
Accelerating Growth Through the Planning Process4:40 PM - 5:20 PM
Maximizing Value with Business Owner Clients10:30 AM - 11:10 AM
Generating Alpha with Structured Notes11:20 AM - 12:00 PM
Generating Alpha with Structured Notes3:50 PM - 4:30 PM
Building Scale and Capacity to Fuel Growth4:40 PM - 5:20 PM
Accelerating Growth Through the Planning Process10:30 AM - 11:10 AM
Maximizing Value with Business Owner Clients11:20 AM - 12:00 PM
Maximizing Value with Business Owner Clients3:50 PM - 4:30 PM
Generating Alpha with Structured Notes4:40 PM - 5:20 PM
Building Scale and Capacity to Fuel Growth10:30 AM - 11:10 AM
Accelerating Growth Through the Planning Process11:20 AM - 12:00 PM