Agenda

FRIDAY, JAN 20

Guests arrive in Boca

6 PM – Rooftop Terrace

Cocktail Hour

7 PM – Palmetto/Camino Real Room

Dinner

7:30 PM – Palmetto/Camino Real Room

Welcome from Douglas Muir, CEO & Rob Masri, ESQ President

SATURDAY, JAN 21

8:30 AM – Palmetto/Camino Real Room

Check-In

9 AM – Palmetto/Camino Real Room

Breakfast

9:30 AM – Palmetto/Camino Real Room

State of the Fund & Guest Speakers

• State of the Fund: Douglas Muir, CEO, Rob Masri, ESQ President
• FBF’s Past, Present & Future: Douglas Muir, CEO
• Fireside Chat
  • Broker/ISO: TBD
  • SALES: Ryan Croall, Director ISO Relations
  • Underwriting: Glenn Reuther, Senior Vice President Underwriting
  • Collections: Erica Rolonna, ESQ, Triton Attorney
• Tax Implications of Investing: Dylan Stone, CPA
• Future of Trading: Gordon Charlop, PH.D. Governor of the NYSE

1 PM – Break for Fun & Sun Activities

7 PM – Palmetto/Camino Real Room

Closing Comments

7:30 PM – Palmetto/Camino Real Room

Dinner