Annual Conference

Wednesday, September 23 | Noelle Hotel

5:30 pm – 8:00 pm
Evening Welcome Reception
Trade Room | Saidee Gallery
Sponsored by AllianceBernstein

Thursday, September 24 | Noelle Hotel

7:45 am - 8:30 am
Breakfast

8:30 am - 9:15 am
Opening Remarks

9:15 am - 10:00 am
Market Insights
John Sherman, CFA, Federated Hermes

10:00 am - 10:15 am
Break

10:15 am - 11:00 am
The Exact Steps to Accelerate Growth
Brian Gallary, First Trust Capital Management L.P.

OR

10:15 am - 11:00 am
Income Generation in the Large Cap Space
Andrew Wright, Columbia Threadneedle
David W. Pescherine, CFA, Genter Capital Management
Evan L. Bernier, CFA,, Brentview Investment Management

11:00 am - 11:45 am
Direct Indexing and Tax Optimized Deliveries
Michael Barnes, Parametric
Mohan Naidu, CFA, Alphathena
Bob Mehringer, CFA, ICR Partners

12:00 pm - 1:00 pm
Lunch | Ole Red's

1:15 pm - 2:00 pm
Artificial Intelligence:
Unlock Potential Opportunity
Brian Blongastainer, CFA, BNY Investments

2:00 pm - 2:45 pm
Large Cap Solutions:
The Importance of Dividend Yield and Structural Growth
Tom McKinstry, CFA, MainStreet Advisors
Chuck Simko, CFA, MainStreet Advisors
Igor Marjanovic, CFA, MainStreet Advisors

OR

2:00 pm - 2:45 pm
Market Perspectives: Opportunities in Small and Mid Cap Equities
Maria Katsileros, CIMC®, CSRIC®, Aristotle Capital Boston
Simon Rafferty, CFA, Polen Capital

2:45 pm - 3:00 pm
Break

3:00 pm - 3:45 pm
Inside the Municipal Market
Craig Henderson, Federated Hermes
Daryl Clements, AllianceBernstein

3:45 pm - 4:30 pm
Invested in the Client Experience:
What’s Next for Client Connect
Mike Steele, MainStreet Advisors
Sara Haley, CSOP™, CFIRS™, CAMS, CTOP™, MainStreet Advisors

OR

3:45 pm - 4:30 pm
Taxable Fixed Income – Current Market, Opportunities and Risks
William Smith, CFA, AllianceBernstein

4:30 pm - 5:15 pm
Growing Your Digital Presence
Ryan Sullivan, Hartford Funds

6:00 pm - 7:00 pm
Reception
Trade Room

7:00 pm - 9:00 pm
Dinner
Sadiee Gallery
Sponsored by Federated Hermes

Friday, September 25 | Noelle Hotel

8:00 am - 8:45 am
Breakfast

8:45 am - 9:30 am
International Equity Investing: Opportunities Across Market Segments
Jack White, CFA, Todd Asset Management,
Pravir Singh, CFA, Schafer Cullen
Kate Jaquet, Seafarer Capital Partners

9:30 am - 10:15 am
Private Markets: Opportunities, Access & Implementation
Tobin Burgdorf, First Trust Capital Management L.P.

10:15 am - 10:30 am
Break

10:30 am - 11:15 am
Before the Exit: Helping Business Owners Prepare for Their Next Chapter
Colette R. Taylor, PL Advisors
Bob Mendes, Epstein Becker & Green, P.C.

OR

10:30 am - 11:15 am
Investing Opportunities in Liquid Infrastructure, Real Estate and Other Diversifying Asset Classes
Rebecca Sherlock, First Sentier Investors
Brian Cordes, CAIA, Cohen & Steers

11:15 am
Closing Remarks

ABA Professional Certifications
ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 2026 Client Conference “Invested.” has been approved for the following credits:

CTFA - 10 Credits
CSOP - 10 Credits
CFMP - 2.75 Credit

This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com.

Certified
2026 Client Conference “Invested” has been approved for continuing education credits.

HOURS GRANTED: 14.00

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Sponsors

AllianceBernstein
Alphathena
Aristotle Capital Management
Baird Advisors
BNY Investments
Broadridge Financial Solutions
Capital Institutional Services - Capis
Cohen & Steers
Columbia Threadneedle
Dinsmore Compliance Services
Federated Hermes
Fi-Tek
First Sentier Investors
Genter Capital Management
GreenHill Investment Reporting
Harbor Capital Advisors, Inc.
Hartford Funds
Infovisa
Parametric
Proxytrust
Schafer Cullen Capital Management, Inc.
Seafarer Capital Partners
Sterling Capital Management LLC
Todd Asset Management