| 8:15 AM
- 8:45 AM |
Registration, Breakfast, & Networking
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| 8:45 AM
- 8:50 AM |
Introduction by Steve Etzler, CEO & Founder, Business Development Institute
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| 8:50 AM
- 9:10 AM |
Introduction by: Michal Shapira, Associate VP, Digital Marketing, The Wall Street Journal
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| 9:10 AM
- 9:40 AM |
Presentation by: Alan Maginn, Senior Analyst, Corporate Insight
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| 9:40 AM
- 10:10 AM |
Presentation by: Jennifer Dowd, Retail Marketing, MFS Investment Management
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| 10:10 AM
- 10:20 AM |
Break
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| 10:20 AM
- 10:40 AM |
Presentation by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
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| 10:40 AM
- 11:00 AM |
Presentation by: David Chung, Sr Compliance Officer - Sales & Marketing Practices Compliance, ING
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| 11:00 AM
- 11:20 AM |
Presentation by: Bill Dunn, Vice President of Financial Services, Empathica
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| 11:20 AM
- 11:30 AM |
Break
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| 11:30 AM
- 12:30 PM |
Panel Discussion and Q&A
Moderator: Zach Seward, Editor of Outreach and Social Media, The Wall Street Journal
- Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
- Koa Van (David) Chung, Senior Compliance Officer - Sales and Marketing Practices Compliance, Legal & Compliance Department, ING Investment Management - Americas
- Jennifer Dowd, Retail Marketing, MFS Investment Management
- Bill Dunn, Vice President of Financial Services, Empathica
- Alan Maginn, Senior Analyst, Corporate Insight
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