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Educate, Equip, Engage

May 24-25

Register for HCMU 2022 Today
Register for HCMU 2022 Today
DAY ONE

Wednesday

  • 2:00-2:05pm

Welcome Introduction

Chris Ferguson, President

  • 2:05-3:05pm

Reshaping Modern Markets: The Impact of AI, HFT & Computerized Trading

Managing Director, Sales & Distribution Zach Stout

  • 3:05-4:05pm

HCM SMA’s & Investment Overview

Kramer Shiflett, Regional Vice President

  • 4:05-4:10pm

Break

  • 4:10-5:10pm

Private Wealth Services (PWS)

Will Stark, Managing Director Private Wealth Services

  • 6:00-8:30pm

Dinner at Atlanta Athletic Club

DAY TWO

Thursday

  • 9:00-10:00am

HCM-BuyLine® & Money Management

Vance Howard, CEO + Portfolio Manager

  • 10:00-11:00am

SDBA’s – Client Acquisition & Revenue Strategies for Advisors

Carlos Polanco, Regional Vice President
Mike Rowe, Regional Vice President

  • 11:00am-12:00pm

401(k) Optimizer® & HCM-Guided Retirement

Cole Staton, HCM-Guided Retirement Regional Vice President

  • 12:00-1:00pm

Advisor Breakout Sessions + Lunch

  • Doing business with HCM
  • Advisors Dashboard/Website/Operations
  • Q&A – Closing Remarks
Register for HCMU 2022 Today
Register for HCMU 2022 Today

Howard Capital Management

1145 Hembree Road, Roswell, GA 30076

Howard Capital Management

1145 Hembree Road, Roswell, GA 30076

Map Legend

hcmu-icon-lion Howard Capital Management
hcmu-icon-food Atlanta Athletic Club
hcmu-icon-sleep Embassy Suites by Hilton Atlanta Alpharetta
hcmu-icon-fly Hartsfield-Jackson Atlanta International Airport

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