Get a sneak-peek look at sessions for The Hunt 2023

General Sessions to help drive sustained growth

• KEYNOTE: One Step at a Time, Josh Bleill, Inspirational Speaker. An inspirational speaker and combat veteran who touches on the highs and lows, the challenges, and the motivation to keep moving forward – One Step at a Time.
• Cheetah State of the Union, Adam Unger, CEO, Accutech Systems. Get the inside scoop on what to expect from Cheetah in 2024 and beyond.
• Growth, Stimulus, and Uncertainty, Christian Chan, Chief Investment Officer, AssetMark. Hear an inside look at the big-picture issues that impacted the investment landscape in 2023 and what top things to look for in 2024. Christian will share his outlook on growth, stimulus, and inflation. Learn how changes at the Fed could impact investments, and what that could mean for the financial industry. 
• Crypto 101: An Introduction, David Chachanko, Director of Trust Administration, BitGo Trust. An introduction to crypto currency. Learn about what crypto is and its applications, challenges, and opportunities in trust and wealth management.
• The Art of Creating Emotionally Connected Clients, Brendan Frazier, Wired Planning. Research shows that emotionally connected clients pay more, refer more, consolidate assets, and follow through on advice. Learn how to get connected.
• 2023 Tax Update, Timothy Varner, Operations Manger, CCH, Trust Processing Solutions. This presentation will focus on recent legislation such as the Secure Act 2.0 and the Fiscal Responsibility Act of 2023 (aka the Debt Ceiling Deal) and its impact on taxes.
• Topics in Trust & Wealth Management, Becky Kelly and Roger Pond, Fiduciary Education Center. An open-floor discussion on the various changes you may be facing with today’s regulations.

Breakout Sessions to boost your game, today

Executive Track

• Clients are Changing, are You? Mike Tropeano, Vice President – Wealth, Bank, Trust and Retirement Consulting, Broadridge. Broadridge research has found that despite a high level of investment, 69% of customers feel that the companies they do business with need to improve the customer experience. Furthermore, 54% of consumers stopped doing business with a company because it did a poor job of personalizing the experience, with younger consumers being more likely to make a switch for this reason.

  The cost of not transforming is simple, reduced revenue. We will provide the latest insights on consumer preferences and perceptions, and actionable insights on what successful firms are doing to meet the needs of all generations of wealth management.

• Obtaining Optimal Risk Adjusted Revenue, Donald F. Moore, Jr. CEO, Bearmoor, LLC. Learn about a proven process for tracking, locating, and capturing additional fiduciary revenue while reducing overall risk and improving efficiency.
• Trends, Tailwinds and Challenges, Michael Dixon, Director of Organizational Development, Pohl Consulting & Training, Inc. Hear Michael’s perspectives on where the industry is heading with analysis that can help you develop new strategies and drive change during a volatile market.
• 80% of a Company’s Challenges are People Related: Culture Index Helps Clarify and Solve People Challenges, Patrick McHale, Culture Index, LLC. A company’s greatest asset is its people. Culture Index is about building a winning people strategy by using analytics over gut instinct.
• Leveraging Professional Services for Growth and Efficiencies, Chris Robinson, Manager of Professional Services, Cheetah. 

Investment Track

• How Cheetah is Making Proposals and Investments Easier for You, Scott Meyer, Product Manager, Cheetah. Learn how to create custom, client-centric proposals in minutes. And learn more about Cheetah’s investments solution. 
• Cheetah & AssetMark, John Henry, Business Development Officer, Financial Institutions, AssetMark, and Brandon Jeffress, Executive Director of Sales, Cheetah. 
• Monitoring Best Execution & Managing ETF Strategies for Asset Allocation Portfolios, David Choate, Director of Sales and Trading, COO, CAPIS. A discussion of transaction cost analysis for various order types, including small orders versus NBBO and block orders via interval VWAP and arrival price.

• Top 10 Insights to Master the Human Side of Advice, Brendan Frazier, Founder, Wired Planning. The top 10 practical ways advisors can embed behavior and psychology into their practice, process, and conversations.
• Benefits of Insured Deposit Programs During a Banking Crisis, Kevin Bannerton, Executive Vice President, Head of Wealth Management, R&T Deposit Solutions. In light of recent economic turbulence, there has been immense pressure on wealth advisors and fiduciaries to provide safe, competitive and strategic cash solutions for their clients. In this session we will discuss:
  1. How the recent bank turmoil and rising interest rates has customers seeking investment options with principal protection.
  2. Strategies for customers who are concerned about potential loss of liquidity Solutions for customers seeking daily access to liquidity without operational risks.
  3. The interest rate environment and its impact on fiduciaries looking for investments with competitive returns options for customers looking for flexible short-term investments to satisfy their primary objectives. 
• The Rise of Separately Managed Accounts and What is Attracting Investors, Ryan Nauman, Market Strategist, Zephyr. Separately managed accounts (SMAs) have been historically used by institutions or UHNW households due to the high minimums required to participate. Innovation and technology have made it easier and less costly to administer, which has led to barriers to entry being removed. With lower minimums, increased tax advantages, customization, and transparency, these financial vehicles are attracting more mass affluent and HNW investors.

  Due diligence is key to finding the best strategy for your clients. Ryan Nauman breaks down how SMAs are changing the investment landscape. 

Operations Track

• Cheetah Configurations, Building Blocks to a Solid Foundation, Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Cheetah. Have you looked at Configuration since your conversion? Iris and Kelly will walk you through this critical part of Cheetah.
• Improved Decisions and Better Processes, Craig Bushong, Senior Solutions Architect, Cheetah, and Shane Pond, Solutions Consultant, Cheetah. Business intelligence and modern workflow tools are critical to any firm’s success. Learn how to leverage Cheetah INSIGHTS and Cheetah FLOW to fuel growth. 
• Gain Efficiencies through Cheetah Imports, Iris Lewis-Beasley and Kelly Waugh, Wealth Management Consultants, Cheetah. Iris and Kelly will share what can be imported and best practices to implement.
• Hot Topics in Trust Regulation, Becky Kelly & Roger Pond, Fiduciary Education Center. Get the latest news and commentary on regulatory issues and focuses for 2023.
• How Agility Wins, Valerie Hurwitz, Manager, Development, Cheetah. Agile has become a buzzword over the last 20 years, spilling over from the software world into the general business lexicon, but what does it actually mean? Join Cheetah’s Software Development Manager, Valerie Hurwitz, for an interactive session on agile methodologies.
• Cheetah Client Panel, Various clients and Cheetah staff. A session designed to allow our attendees to help one another with best practices they have discovered in using Cheetah.

Continuing education credits

Read the continuing education information sheet. 

About The Hunt

At the Hunt, the 2023 Cheetah Client Conference in Greenville, SC, you’ll be joined by more than 100 trust and wealth management professionals seeking ways to grow, increase efficiencies, and serve their clients better.

You’ll get a firsthand look at Cheetah’s product roadmap and how it will advance trust and wealth in the digital age. You’ll learn from Cheetah team members and industry thought leaders in three tracks: executive, operations, and investments.

The Hunt will take place at the beautiful Hyatt Regency.