Main Management Conference Portal
Welcome To Tiburon
Welcome to Main Management’s Top Advisor Conference! We’re excited to have our top advisors join us in beautiful Tiburon, California (just across the Golden Gate Bridge from San Francisco) for an exclusive conference featuring special speakers, breakout sessions, and special local activities. Below you will find the conference schedule as well as linked material specific to each speaker’s presentation.
Conference Welcome Packet & Content
For Financial Professional use only. Please do not distribute to clients. Please note that this content is for attendees of our 2023 Main Management Conference only.
Conference Feedback Form
Venue Addresses:
- Tiburon Lodge & Tiburon Tavern: 1651 Tiburon Blvd
- Piazza d’Angelo 22 Miller Avenue, Mill Valley, CA
- San Francisco Yacht Club 98 Beach Rd, Belvedere, CA 94920
Content from our Speakers
Special speakers to include:
– H. Robert Heller is a former Governor of the Federal Reserve System and President of VISA U.S.A. His career started as a professor of economics at UCLA and later he became Chief of the Financial Studies Division of the International Monetary Fund. He also served as the Administrative Governor of the Federal Reserve Board and was appointed by President Reagan as a Member of the Board of Governors of the Federal Reserve System.
– Liz Ann Sonders – Liz Ann Sonders is a highly accomplished figure in the financial industry, renowned as the Chief Investment Strategist at Charles Schwab & Co., Inc. With her keen expertise and astute analysis, she has garnered widespread recognition for providing invaluable insights into economic trends, making her a trusted source for investors and the general public alike.
– Theron Schaub – Theron is a dynamic individual with 15+ years of corporate executive experience in finance, coupled with his captivating talents as a professional magician and mind reader. As a Behavioral Financial Advisor and keynote speaker, he combines his deep understanding of psychology and emotions to shape financial decision-making, delivering exceptional results for clients while mesmerizing audiences worldwide with his unique blend of magic, mentalism, and humor.
– Troy Murphy / Donny Pelletier – Get ready to be captivated by the remarkable journey of Troy Murphy, a talented individual who hails from Maine and now resides in San Francisco, CA. Joining him on stage is his comedic alter ego, Donny Pelletier – self-proclaimed as “Maine’s Finest Athlete”. In this session Troy & Donny will share an engaging story that revolves around pursuing goals, finding joy, and maintaining balance. Step into the world of the 2018 Winter Olympic Games in Pyeongchang as Troy, and learn of Donny Pelletier, who showcases his exceptional abilities on the slopes and off. Prepare for an unforgettable experience as Troy / Donny reveal the secrets to their success in pursuing dreams while gracefully navigating the slopes of life, both on and off the global stage. Gain valuable insights on blending personal ambitions with a commitment to joy and equilibrium, leaving a lasting impact on your own pursuit of greatness.
– Michael Balog – member of the Main Management advisory board
– Carolyn Barnette – Blackrock
– Kim Arthur – CEO/CIO of Main Management
– JP Lee – Product Manager VanEck
– Brett Van Bortel – Invesco Consulting
– Sterling Moore – Orion Director
– Rusty Vanneman – International Investing
– Darol Ryan – Main Management’s BuyWrite
Main Management, LLC (“Main Management”, or the “firm”) is an investment adviser registered under the Investment Advisers Act of 1940. The firm was founded in 2002 and provides investment management services primarily to high net worth, family groups, foundations/endowments, and serves as a sub-advisor to third-party investment advisors & broker-dealers. The information contained herein was prepared using sources that the firm believes are reliable, but the firm does not guarantee its accuracy. The information reflects subjective judgments, assumptions and the firm’s opinion on the date made and may change without notice. The firm is not obligated to update this information. Nothing herein should be construed as investment advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable registration requirements. All equity investing entails risk of loss. The firm cannot assure any potential client that it will achieve the investment objectives discussed in these materials. In addition, potential clients should not assume that their returns, if any, will be comparable to returns that the firm earned in the past. The firm and its clients, affiliates and employees may, from time to time, have long or short positions in, and buy or sell, the securities or derivatives (including options) thereof, of the ETFs mentioned in these materials and may increase or decrease their positions.
Sign Up
For a weekly email from Main Management about trends
shaping markets, industries and the global economy.
