Following the success of this year we hope to see you again!

 

 

 

We have put together an amazing program this year; pairing outstanding headliners with an impeccable roster of faculty to address the most important issues facing the independent investment advisor profession.
DECEMBER 7

  • 10:00 AM | Registration Opens
  •   3:00 PM | Pre-Conference: Member Orientation
  •   6:00 PM | Supper Clubs
  •   9:00 PM | Summit Launch Party

DECEMBER 8

  •   8:00 AM | Breakfast & Early Riser Workshop
  •   9:00 AM | Call to Order
  •   9:30 AM | Around the Horn
  • 10:45 AM | Enterprise Influencers
  • 12:00 PM | Lunch & Political Disruption
  •   1:45 PM | Emerging Regulatory Oversight
  •   3:15 PM | Trending in Regulatory Enforcement
  •   4:30 PM | My Best Advice
  •   6:00 PM | Social Networking
  •   7:30 PM | Underwriter Dinner Reception
  • 10:00 PM | MarketCounsel After-Hours

DECEMBER 9

  •   8:00 AM | Breakfast & Early Riser Workshop
  •   9:00 AM | Diverging Values
  • 10:00 AM | Technology Disruptors
  • 11:15 AM | Acquisition Disruptors
  • 12:15 PM | Lunch & The Investors’ Perspective
  •   1:30 PM | Role of the Advisor
  •   2:00 PM | Critical ERISA Issues
  •   2:50 PM | Avoiding Cranky Old Men: Identifying Diminished Capacity
  •   4:00 PM | Catch Them If You Can
  •   5:00 PM | Chasing Sustainable, Yet Extraordinary Growth
  •   6:00 PM | Live Auction
  •   8:00 PM | Supper Clubs

DECEMBER 10

  •   8:00 AM | Breakfast
  •   9:00 AM | Business and Regulatory Compliance Workshops
  • 12:00 PM | Time to go

MarketCounsel Summit Faculty
Sponsors
MarketCounsel Summit Sponsors
 

 

4441 Collins Ave, Miami Beach, FL 33140
(305) 538-2000   |    fontainebleau.com

 

The Fontainebleau is sold out.

Virgin America for 5% off all published fares. To take advantage of this discount, enter promotion code MCVXMARKETSUMMIT15 when you book your reservation at www.virginamerica.com..
Delta Airlines for 2-10% off all published fares. To take advantage of this discount, enter promotion code NMKT5 when you book your reservation at www.delta.com.
MarketCounsel Summit 2015 United Airlines
United Airlines for 2-10% off all published fares. To take advantage of the discount, enter promotion code ZU7V906070 when you book your reservation at www.united.com.
Click here to get your first ride free (up to $20).

Click here for taxi information to the hotel.
 

Follow on Twitter using #MSUM15