Conference Agenda

10:00 AM

Randy Carver, CRPC, CDFA, CEPA, President & Founder of Carver Financial Services, opens the summit and sets the stage for the day.

10 min.

10:10 AM

Introduce yourself and your business, and share what you'd like to get out of today.

50 min.

11:00 AM

Ken Grider, Senior Managing Director, Investment Banking, Raymond James & Associates.

45 min.

11:45 AM

Mike Trivisonno, Calfee, Halter & Griswold, on legal considerations for business owners.

30 min.

12:45 PM

Kevin Petterson, Vice President, US Wealth, AQR Capital Management.

35 min.

1:20 PM

Direct Indexing & Private Placement Life Insurance (PPLI)

25 min.

1:45 PM

Featuring panelist Tom Zucker, President and Founder of EdgePoint Capital — owners who've been through a transition share what worked, what they'd do differently, and what they wish they'd known.

60 min.

3:00 PM

When the Business Is Ready and the Founder Isn't — Jerome Myers, Exit to Excellence.

45 min.

3:45 PM

Marc London, Founder, The CADRE Experience.

30 min.

4:15 PM

Build More Value Today. Create More Options Tomorrow.

30 min.

4:45 PM

Closing session on living the next chapter well. Speaker to be announced.

45 min.

6:00 PM

Cap the day with a celebrity chef gourmet tasting dinner, entertainment, and continued connections with speakers and fellow attendees. Plus one invited.