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Forex & Stock

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Agenda

8:00 a.m.–7:30 p.m.

1:00 p.m.–3:30 p.m.

Pre-conference Education Sessions

4:00 p.m.–5:15 p.m.

Keynote Session

Politics, the Markets, and Your Clients

Jeffrey Kleintop
Senior Vice President and Chief Global Investment Strategist
Charles Schwab & Co., Inc.

Liz Ann Sonders
Senior Vice President and Chief Investment Strategist
Charles Schwab & Co., Inc.

Greg Valliere
Chief Political Strategist
Horizon Investments

5:15 p.m.–6:45 p.m.

Welcome Reception in The Exchange

7:00 p.m.–9:30 p.m.

7:00 a.m.–7:00 p.m.

7:00 a.m.–8:00 a.m.

Breakfast in The Exchange

7:15 a.m.–7:45 a.m.

8:00 a.m.–9:30 a.m.

Keynote Session

Opening Remarks by

Bernie Clark
Executive Vice President and
Head of Schwab Advisor Services Charles Schwab & Co., Inc.

A Conversation With

Walt Bettinger
President and Chief Executive Officer

The Charles Schwab Corp.

Conversations That Connect Us in the Digital Age

Sherry Turkle
Director
MIT Initiative on Technology and Self

9:45 a.m.–11:00 a.m.

9:45 a.m.–11:45 a.m.

Extended Education Sessions

11:00 a.m.–1:00 p.m.

Lunch and Learn in The Exchange

11:15 a.m.–11:45 a.m.

12:00 p.m.–12:30 p.m.

12:15 p.m.–2:15 p.m.

Extended Education Sessions

1:00 p.m.–2:15 p.m.

2:45 p.m.–4:00 p.m.

4:00 p.m.–4:45 p.m.

4:15 p.m.–4:45 p.m.

4:45 p.m.–5:45 p.m.

Keynote Session

The Geopolitical Forces Influencing Our World

Ian Bremmer
President
Eurasia Group

5:45 p.m.–7:00 p.m.

Reception in The Exchange

7:00 a.m.–7:00 p.m.

7:15 a.m.–7:45 a.m.

7:00 a.m.–8:00 a.m.

Breakfast in The Exchange

8:00 a.m.–9:30 a.m.

Keynote Session

IMPACT Awards® Presentation

Jon Beatty
Senior Vice President National Sales and Relationship Management

Schwab Advisor Services and Charles Schwab & Co., Inc.

Bernie Clark
Executive Vice President and Head of Schwab Advisor Services
Charles Schwab & Co., Inc.

On Malcolm’s Mind

Malcolm Gladwell
Author and Staff Writer
The New Yorker

9:45 a.m.–11:00 a.m.

9:45 a.m.–11:45 a.m.

Extended Education Sessions

11:00 a.m.–1:00 p.m.

Lunch and Learn in The Exchange

11:00 a.m.

Book signing with Malcolm Gladwell in Schwab Center

Malcolm Gladwell

Don’t miss your chance to talk to the amazing Malcolm Gladwell and get a free signed copy of his book David and Goliath. (NOTE: Books for the first 200 people only)

11:15 a.m.–11:45 a.m.

12:00 p.m.–12:30 p.m.

1:00 p.m.–2:00 p.m.

2:30 p.m.–3:45 p.m.

3:45 p.m.–4:30 p.m.

4:00 p.m.–4:30 p.m.

4:30 p.m.–5:30 p.m.

Keynote Session

The Long and Short of It

Robert Reich
Economic Analyst, Advisor to Presidents, and former Secretary of Labor

Alan Simpson
Co-founder, Campaign to Fix the Debt; former U.S. Senator; and
Co-chair, National Commission on Fiscal Responsibility and Reform

7:00 p.m.–10:00 p.m.

Final Night Event

Celebrate with others in the field as you make major-league memories at Petco Park. It’s your chance to enjoy the area at its finest, set to the music of two Grammy Award-winning SoCal originals: Jason Mraz and Los Lobos.

7:30 a.m.–12:00 p.m.

8:00 a.m.–8:30 a.m.

Breakfast in The Exchange

8:30 a.m.–9:45 a.m.

9:45 a.m.–10:45 a.m.

Brunch in The Exchange

Selfies with Magic Johnson

Get people talking at home when you show them your selfie with Magic Johnson! He’ll be in The Exchange from 9:45 a.m.–10:15 a.m. for as many as we can get to!

10:45 a.m.–11:45 a.m.

Keynote Session

Game Changer: From the Court to the Boardroom

Earvin “Magic” Johnson
NBA Hall of Famer, Businessman, and Philanthropist

11:45 a.m.

Conference Close and Boxed Lunch


Category: Advisor

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