Schedule

Managed Volatility Mastermind Group | May 08, 1:00 PM MST – May 10, 12:00 PM MST Scottsdale, 4747 N Goldwater Blvd, Scottsdale, AZ 85251, USA

Thu, May 08

8:00 AM - 12:30 PM
4 hours 30 minutes
Arrivals
Hotel
1:00 PM - 1:30 PM
30 minutes
Welcome and Agenda Overview
Meeting Room - TBD
1:30 PM - 2:30 PM
1 hour
First Trust Advisor Consulting Group - Jackie Wilkie
Meeting Room - TBD
2:30 PM - 3:00 PM
30 minutes
Understanding Market Cap & It's Impact on the S&P 500
Meeting Room - TBD
3:00 PM - 4:00 PM
1 hour
Managed Volatility Investing - A Smarter Way to Reduce Risk
Meeting Room - TBD
4:00 PM - 4:30 PM
30 minutes
The Diversification Dilemma - Finding the Right Balance
Meeting Room - TBD
5:00 PM - 6:00 PM
1 hour
Cocktail Reception
TBD
6:00 PM - 8:00 PM
2 hours
Dinner
TBD

7:30 AM - 8:30 AM
1 hour
Breakfast
TBD
8:30 AM - 9:00 AM
30 minutes
Fixed Income Solutions in Conjunction with Managed Volatility
Meeting Room - TBD
9:00 AM - 9:30 AM
30 minutes
Alternative Investments in Conjunction with Managed Volatility
Meeting Room - TBD
9:30 AM - 10:00 AM
30 minutes
Utilizing Buffered Products in Conjunction with Managed Volatility
Meeting Room - TBD
10:00 AM - 10:10 AM
10 minutes
Break
Meeting Room - TBD
10:10 AM - 11:00 AM
50 minutes
Real World Portfolio Application - Roundtable Discussion
Meeting Room - TBD
11:00 AM - 11:30 AM
30 minutes
Wrap-Up/Q&A
Meeting Room - TBD
11:30 AM - 12:00 PM
30 minutes
Boxed Lunches
Meeting Room - TBD
12:00 PM - 5:30 PM
5 hours 30 minutes
Golf (Course TBD)
TBD
7:00 PM - 10:00 PM
3 hours
Dinner
Ocean 44