Annual Conference

WE’RE EXCITED TO ANNOUNCE OUR UPCOMING ANNUAL CLIENT CONFERENCE WILL BE HELD IN NASHVILLE, TENNESSEE!

Join us this September for an engaging and informative event. Registration is now open — see the link below to secure your spot. Stay tuned for additional details and programming highlights, which we’ll be sharing in the coming months.

REGISTRATION

Registration is open to clients of MainStreet Advisors.
Register Now

AGENDA

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

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

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, Todd Asset Management,
Pravir Singh, 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

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