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Stringer Asset Management - Practice Success

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Hotel Crescent Court

400 Crescent Court

Dallas, TX 75201

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Practice Management

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Tentative Agenda:

September 18th:

- 12PM: working lunch: JB welcome & intro: 15min

- 12:15PM: GS: SAM investment process deep dive: people & process : 30Min

- 12:45PM: break

- 1PM: Vanguard (Presentation?)

- 2PM: WisdomTree: Brad Shepard, speak on FA's online presence

- 3PM: Invesco Consulting – Priceless: The Language of Value (this is the presentation they did at the ETF Strategist Summit)

- 4PM: Phil – (Presentation?)

- 5PM: break

- 6PM: cocktails, dinner

September 19th:

- 8AM: JB: presenting the SAM Story

- 9AM: Goldman Sachs – Misbehavioral Finance (CE for CFP and CIMA)

- 10AM: BlackRock iShares: market research (Formal Presentation?)

- 11AM: StateStreet: Smart Beta from Intro to Implementation (CE for CFP and CIMA?)

- 12PM: GS: SAM Outlook & Positioning (should this also be the September Review & Outlook Conference Call?)

- 12:30PM: GS & JB: Conference concludes

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Hotel Crescent Court

400 Crescent Court

Dallas, TX 75201

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