Agenda

Agenda subject to change.

Sunday, October 5, 2025
1:00 PM - 5:00 PM
Check-in for the conference, get your name badge, or get answers to any of your conference questions. Remember to wear your name badge to all conference activities. Hotel check-in is at 3:00 p.m.
3:00 PM - 4:00 PM
The members of the Private Advisor Group Advisor Council convene to discuss important topics. This meeting is for Advisor Council members only.
5:00 PM - 7:00 PM
Saddle up and join your fellow advisors for a lively reception to kick off Elite Retreat, complete with some hearty bites, refreshing drinks, and good ol’ fashioned networking. Guests welcome.
7:00 PM - 10:00 PM
Join a sponsor for a dine-around experience at one of the area’s best restaurants—or blaze your own trail and explore the town at your own pace.
Monday, October 6, 2025
7:00 AM - 8:00 AM
Fuel up with a cowboy-approved breakfast to power you through a full day of insights, stories, and community building.
7:00 AM - 1:30 PM
Check-in for the conference, get your name badge, or get answers to any of your conference questions. Remember to wear your name badge to all conference activities.
8:00 AM - 9:00 AM

Start the day with a warm welcome from the Private Advisor Group team and get the latest on investment strategies, risk management, growth tools, and client engagement.

9:00 AM - 10:00 AM

Time is your most valuable currency. Learn how to corral your calendar, cut out distractions, and lasso habits that lead to long-term productivity and peace of mind. Presented by Franklin Templeton.

10:00 AM - 11:00 AM

Get a clear-eyed look at the economic trail ahead—touching on trade & tariffs, the fate of the Fed, and the breadth & depth of the bull market. After a market update update, a panel of elite advisors will take the reins, asking the tough questions clients want answered. Expect straight talk and takeaways you can put to work. Presented by Orion.

11:00 AM - 12:00 PM

Venture into the digital frontier for a look at how AI and robotics are set to reshape everything from portfolio construction to client relationships. Explore what it means to be an advisor in a world where intelligence is abundant and routine tasks are increasingly automated. Presented by Macquarie Asset Management.

12:00 PM - 12:15 PM
Load up your plates and return to your seats for an exciting lunch session. Guests welcome.
12:15 PM - 1:15 PM

Sit ‘round the campfire with Eric Maddox—former special ops soldier and Army interrogator—who used empathy-based listening to gather the intel that led to Saddam Hussein’s capture. Discover how deep listening can forge stronger client relationships and guide your practice to new heights. Guests welcome. Presented by MFS.

1:15 PM - 1:30 PM

Wrap up with a few final thoughts and a sneak peek at where the trail leads next year.

1:30 PM - 6:00 PM
The afternoon’s yours to roam. Explore town, visit with sponsors, or take a load off and soak in the local sights.
6:00 PM - 6:30 PM

Hop aboard your ride to tonight's closing dinner. Shuttles start departing at 6:00 p.m. The last shuttle departs at 6:15 p.m.

6:30 PM - 9:30 PM

Get your touchdown celebration ready, because we're heading to the University of Texas at Austin football stadium for a high-spirited closing celebration. Dust off your boots and dawn your cowboy casual garb for an epic tailgate. Guests welcome.

9:00 PM - 9:45 PM

Hop aboard your ride back to the hotel. Shuttle start departing at 9:00 p.m. The last shuttle departs at 9:45 p.m.

Tuesday, October 7, 2025
8:00 AM - 12:00 PM
Hotel checkout is 12:00 p.m. unless you make other arrangements with the hotel. Thanks for coming; we'll see you next year.