Exhibit Hall Opens – Network with Sponsors

Opening Remarks and Key Findings from Aite-Novarica Group Research

Fireside Chat with Rudy Adolf, Focus Financial Partners

Client Engagement and Advice Track — Panel 1: Evolution Toward a Dynamic Customer Segmentation

Portfolio Management and Product Track — Panel 1: Model Portfolios and the Rise of Shared and Centralized Discretion

Networking Coffee Break – Virtual Sponsor Showcase

Client Engagement and Advice Track — Panel 2: What’s Next for Goals-Based Investing?

Portfolio Management and Product Track — Panel 2: ESG Supercharging Into 2022

Client Engagement and Advice Track — Panel 3: Financial Householding—Aggregation Efforts and Emerging Unified Platforms

Portfolio Management and Product Track — Panel 3: Longevity Planning: Delivering Advice and Income

Networking Lunch Break – Virtual Sponsor Showcase

Client Engagement and Advice Track — Panel 4: The Retail Investor Revolution and the Future of Online Brokerage

Portfolio Management and Product Track — Panel 4: Proliferation of Private Markets and Alternative Investments

Closing Comments

Networking Sponsor Showcase