| Time | Event | Speaker |
|---|---|---|
| 2:00 - 2:15 pm Salon I & II |
Welcome | Blake Moore, President & CEO, Touchstone |
| 2:15 - 2:45 p.m. | Wells Fargo Update | Dan Moorman, Head of Packaged Investment Products, Client and FA Directed Advisory Programs Dani Wright, National Sales Divisional Sales Director - Southeast |
| 2:45 - 3:20 p.m. | Market Overview | Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone Brian Cheyne, CFA, Sr. Investment Strategy Specialist, Touchstone |
| 3:20 - 3:30 p.m. | Break | |
| 3:30 - 4:20 p.m. | Ares Capital Management Panel: The Outlook for High Yield TMARX |
Chris Mathewson, Partner & Portfolio Manager, Ares Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone |
| 4:20 - 4:30 p.m. | Break | |
| 4:30 - 5:15 p.m. | Evaluating Active Managers with Active Share & SCOPE | Tim Paulin, CFA, Sr. VP Investment Research, Touchstone |
| 5:15 - 6:00 p.m. | Practice Analysis Review: Investment Focus Strategy |
Tommy Grout, Divisional VP, Touchstone Tom Singler, Manager, Investment Strategy Specialist, Touchstone |
| 6:00 p.m. | Wrap Up | Ben Alge, CFA, Divisional VP, Touchstone |
| 6:00 - 6:45 p.m. Fountain Courtyard |
Reception |
|
| 6:45 p.m. Fountain Courtyard |
Dinner |
| Time | Event | speaker |
|---|---|---|
| 7:00 - 8:00 a.m. Salon I & II |
Breakfast |
|
| 8:00 - 8:10 a.m. | Meeting Overview | Ben Alge, CFA, Divisional VP, Touchstone |
| 8:10 - 9:00 a.m. |
The London Company Panel: The Mid Cap Gap TMAPX |
Brian Campbell, CFA, Principal and Portfolio Manager, TLC Tim Bray, Divisional VP, Touchstone |
| 9:00 - 9:10 a.m. | Break | |
| 9:10 - 10:00 a.m. | Sands Capital Management Panel PTSGX TSEMX |
Tom Trentman, CFA, Sr. Portfolio Manager, Research Analyst Kevin Murphy, CFA, Client Relations Steve Seid, CFA, Divisional VP, Touchstone |
| 10:00 - 10:10 a.m. | Break | |
| 10:10 - 11:00 a.m. | Bramshill Investments Panel: Finding Relative Value in Fixed Income FFSAX |
Art DeGaetano, CIO and Founder, Bramshill Investments Erik Aarts, CIMA, Sr. Fixed Income Strategist, Touchstone |
| 11:00 - 11:15 p.m. | Touchstone Story | Mary Mock, Sr. VP and Head of Distribution, Touchstone |
| 11:15 a.m. | Lunch – Box Lunch Buffet We invite you to stay and enjoy lunch in the meeting room |
