Annual Meeting Schedule

Wednesday       Thursday       Friday       My Schedule

8:00am to 12:00pm
Location
Annual Meeting Registration N/A Great Egret
8:00am to 9:30am
Location
Breakfast Buffet N/A Calusa Prefunction
8:30am to 9:30am
Location
BO-01 - Ethical Issues in Dealing with Elderly Clients Debra Speyer, Benjamin Edwards Calusa A
BO-03 - Overview of Margin Rules and Margin Related Litigation David Miller, Chad Kohler, Paul Carroll, Brad Marx Calusa C
BO-06 - Suing and Collecting from Insolvent Broker-Dealers: Interplay Between Bankruptcy and FINRA Cases Joshua Kons, Jason Albin, Jason Kane, Brian Nally Calusa B
BO-12 - Structured Products (and Closed End Funds Sold to Seniors) John Veach, William Young, Edward O'Neal, Ronald Heakins Blue Heron
9:30am to 9:45am
Location
Break N/A Calusa Prefunction
9:45am to 10:45am
Location
BO-05 - Challenges Facing Female Claimants’ Attorneys in FINRA Arbitration Jenice Malecki, Melanie Cherdack, Teresa Verges, Patricia Koetting Calusa A
BO-11 - Behavioral Science: Understanding Why Arbitrators Rule Against Customers Patricia Vannoy, Lisa Braganca, Kathy Adams Blue Heron
BO-13 - Trial Tactics and Techniques from Both Sides Jeffrey Erez, Stefan Apotheker, Gregg Breitbart, Frank Cuccio Calusa C
BO-15 Handling Small Cases Christine Lazaro, Scott Eichhorn, Richard Berry Calusa B
10:45am to 11:00am
Location
Break N/A Calusa Prefunction
11:00am to 12:00pm
Location
BO-01 - Ethical Issues in Dealing with Elderly Clients Debra Speyer, Benjamin Edwards Calusa A
BO-04 - Puerto Rico Investments Samuel Edwards, Robert Pearce, Mark Conner Blue Heron
BO-09 - Preparing Your Client for Arbitration and Mediation Michael Edmiston, Hugh Berkson, Robert Girard Calusa B
BO-10 - Energy MLPs and Other Energy Backed Investments Kirk Smith, Christopher Gray, Brian Henderson Calusa C
12:00pm to 1:30pm
Location
Luncheon N/A Calusa EFGH
1:45pm to 3:00pm
Location
AM-08 - From the Defense Bar Perspective Peter Mougey, Peter Fruin, Michael Ungar, Jeffrey Friedman TBA
3:00pm to 4:00pm
Location
AM-09 - Registered Investment Advisers (RIA) Claims Adam Gana, Jonathan Kurta, Michael Ference, Rick Evans, Alan Smith TBA
6:00pm to 7:30pm
Location
Closing Reception N/A TBA