United Capital Investment Management: April Symposium

United Capital Investment Management: April Symposium


United Capital Investment Management Symposium


Wednesday April 3 – Thursday April 4


Omni Mandalay Hotel at Las Colinas | Dallas, Texas


United Capital Dallas Headquarters | Dallas, Texas




Thank you for participating in the United Capital Investment Management Symposium. We’re excited to offer you two days of insight, education, and interaction, designed exclusively for our FinLife Partners.




What Can You Expect?




  • Introduction and deep dive to United Capital Investment Management: our team, our philosophy and process, and our platform




  • Insight from top investment managers including J.P. Morgan




  • Open table discussion with some of UC’s top advisors on growth strategies






Transportation and lodging for up to two attendees per firm are compliments of United Capital.




Agenda (subject to change)


Tuesday, April 2 (travel day only)


Arrive at the Omni Mandalay Hotel


No formal activity. Feel free to have dinner on your own or with friends.




Wednesday, April 3


7:30 am to 8:00 am



  • Breakfast at United Capital, 125 E John Carpenter Freeway, First Floor Conference Room


8:00 am – 8:15 am



  • Introduction and Welcoming Remarks, Shawn Groves, Investment Advocate, United Capital


8:15 am- 8:45 am



  • A Crash Course in Managing Risk, Shawn Groves, Investment Advocate, United Capital


8:45 am- 9:30 am



  • United Capital Investment Management: Our Unique Offering

  • Kara Murphy, Chief Investment Officer, United Capital


9:30 am- 10:30 am



  • Keynote Speaker


10:30 am



  • Break


10:45 am – 12:00 pm



  • Due Diligence at United Capital: Sourcing, Assessing, and Overseeing Investment Managers

  • Stephen Tuckwood, Head of Research, United Capital


12:00 pm – 1:00 pm



  • Lunch


1:00 pm – 2:15 pm



  • Advisor Round Table

  • Best Practices and Growth Strategies for Advisors


2:15 pm – 3:00 pm



  • Investment Manager Discussion, Shawn Groves and Stephen Tuckwood, United Capital


3:00 pm



  • Break


3:00 – 5:00 pm



  • Working Sessions


6:30 pm



  • Dinner at Omni Mandalay Hotel,

  • Featured Speaker TBD




Thursday, April 4


7:00 am to 7:45 am



  • Breakfast at United Capital, 125 E John Carpenter Freeway, First Floor Conference Room


7:45 am – 8:00 am



  • Opening Remarks, Shawn Groves, Investment Advocate, United Capital


8:00 am – 9:00 am



  • Options Management with SpiderRock Advisors, Eric Metz, SpiderRock Advisors


9:00 am – 9:30 am



  • Options Case Studies, Shawn Groves, United Capital


10:05 – 10:30 am



  • Introduction to Hedge Funds: Process and Offerings

  • Aref Jessari, iCapital Network


10:30 am – 12:00 noon



  • Hedge Fund Manager Panel

  • Canyon, Sachem Head, HG Vora


12:00 pm



  • Lunch


12:30 pm



  • Private Equity at iCapital, iCapital Network


1:00 pm – 3:15 pm



  • iCapital Network Private Equity Manager Panels

  • Owl Rock, Carlyle, JP Morgan, BlackRock


3:15 pm – 4:00 pm



  • Alternative Investments Case Studies, Shawn Groves, United Capital Investment management


4:00 pm



  • Wrap-Up and Conclusion, Kara Murphy, Chief Investment Officer, United Capital


 


Please register by March 22, 2019




This program is by invitation only.