11th Annual · October 2026
Schedule
The Gaillard Center · Charleston, South Carolina
Thursday, October 15
Evening Pre-Event
EveningSpeakers & Sponsors Reception — Randolph Hall
Friday, October 16
Day at a Glance
7:30 AMRegistration + Meet & Greet
8:30 AMWelcome
8:45 AMGlobal Markets Outlook
10:00 AMBreak
10:15 AMInvestment Strategies
11:30 AMBreak + Lunch Service
12:00 PMLunch + Agentic AI in Wealth Management
1:00 PMBreak
1:30 PMPanel Sessions 1
2:30 PMBreak
2:45 PMPanel Sessions 2
4:00 PMCocktail Reception