The Cloister at Sea Island
March 21-23, 2018

Great Things Happened Here

Session Summaries & Presentations

Program

Ian Bremmer

President and Founder,
Eurasia Group

Ian Bremmer focuses on analyzing global macro political trends and emerging markets, which he defines as “those countries where politics matter at least as much as economics for market outcomes.” He provides strategies that help minimize both long- and short-term risk by taking into account both the political and economic factors that affect the global landscape. In his most recent book, Superpower: Three Choices for America’s Role in the World, Ian calls for a complete rethink of America’s role in tomorrow’s world. In an increasingly volatile international environment, the question has never been more critical.

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Timothy J. Sloan

Chief Executive Officer and President,
Wells Fargo & Company

Wells Fargo & Company ranks #43 on the Forbes list of The World’s Most Valuable Brands and third overall among financial services providers. Tim will discuss how the company has overcome challenges to remain a leader in the industry. He will also address the changing financial landscape, and what he sees as the most pressing issues facing our economy.

Tim’s remarks will be followed by a question and answer session moderated by Jon Weiss, head of Wells Fargo Wealth and Investment Management.

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Robert Deresiewicz, MD

Senior Managing Director, Partner, and Global Industry Analyst,
Wellington Management

Cancer and Alzheimer’s: two diseases that indiscriminately touch the lives of our families and friends. Nearly 40% of men and women will be diagnosed with cancer at some point during their lifetime, with close to 1.7 million new cases diagnosed in 2017. Of the estimated 5.5 million Americans living with Alzheimer’s disease, nearly two-thirds are women. In fact, every 66 seconds, someone in the United States develops the disease. In this session, our speakers will share how the biotechnology and life science firms they invest in are revolutionizing the treatment and future prognosis for these formidable diseases, along with other groundbreaking innovations taking place in the healthcare arena.

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Darrell L. Cronk, CFA®

President,
Wells Fargo Investment Institute;
Chief Investment Officer,
Wealth and Investment Management,
Wells Fargo & Company

Jeffrey Gundlach

Chief Executive Officer and Chief Investment Officer,
DoubleLine

Today’s economic environment is driven by the reality of continual change and global influences. Opportunities — and risks — are present in all corners of the world. Darrell and Jeff will provide their insights on evolving investment themes and potential warning signs that lie ahead for investors. Among other topics, they will explore global central banks’ monetary policy path, the prospects for inflation going forward, default risk, and valuation levels.

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Secil T. Watson

Head of Digital Solutions for Business,
Wells Fargo & Company

While true innovation happens in the back-end of a company, Secil will demonstrate how the client experience remains top of mind at Wells Fargo.

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Dr. Astro Teller

Captain of Moonshots (CEO), X;
Co-founder and a
Current Director,
Cerebellum Capital, Inc.

As “Captain of Moonshots” (CEO) of X, Astro leads the company’s approach to building magical, audacious ideas that, through science and technology, can be brought to reality. Cultural engineering has led to success by bringing out differences in people in surprising ways that forge radically better solutions to the problems being addressed.

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Philip Evans

Senior Advisor and BCG Fellow,
Boston Consulting Group

AI is one of today’s most exciting technology frontiers. But it is not a monolithic technology marching predictably towards some super-intelligence. Rather, it is a composite of approaches that will disrupt certain jobs and industries and enhance others, while leaving many without impact.  In this talk, Philip will help us understand what AI really is, where it is (and isn’t) going, and how it is transforming the nature of business, our economy, and the society we live in.

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David Rubenstein

Co-Founder and Co-Executive Chairman,
The Carlyle Group, LLC

David, a renowned financier, philanthropist, and private equity guru, will share his insights on the investment markets, the current political environment shaping Washington, DC, and his newest venture as host of Bloomberg TV’s The David Rubenstein Show: Peer to Peer Conversations.  

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Katherine Dean, CFP®, CIMA®

Head of Family Dynamics,
Wells Fargo Private Bank

Judith Glaser

Chief Executive Officer,
Benchmark Communications, Inc.

How prepared are your heirs to be the future stewards of your wealth or family enterprise? What are the potential impacts of your wealth plan to your family’s well-being, their relationships with each other, and with you? What have you communicated, or not communicated, regarding inheritance, involvement in the family business, or other topics? Katherine will lead an engaging discussion about taking an intentional approach to managing the human elements of wealth.

Judith’s work with neuroscience will enhance the conversation by demonstrating how Conversational Intelligence can drive trust, partnerships, and mutual understanding.

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Jay Welker

President,
Wells Fargo Private Bank

Jay will recap key themes from the Symposium with invitations for guests to continue the conversation with their families and Private Bank relationship managers.

Speakers

Ian Bremmer

President and Founder,
Eurasia Group

Darrell L. Cronk, CFA®

President,
Wells Fargo Investment Institute;
Chief Investment Officer,
Wealth and Investment Management,
Wells Fargo & Company

Katherine Dean, CFP®, CIMA®

Head of Family Dynamics,
Wells Fargo Private Bank

Robert L. Deresiewicz, MD

Senior Managing Director, Partner, and Global Industry Analyst,
Wellington Management

Philip Evans

Senior Advisor and BCG Fellow,
Boston Consulting Group

Judith Glaser

Chief Executive Officer,
Benchmark Communications, Inc.

Jeffrey Gundlach

Chief Executive Officer and Chief Investment Officer,
DoubleLine

David Rubenstein

Co-Founder and Co-Executive Chairman,
The Carlyle Group, LLC

Timothy J. Sloan

Chief Executive Officer and President,
Wells Fargo & Company

Adam Taback

Head of Global Alternative Investments,
Wells Fargo Investment Institute;
Deputy Chief Investment Officer,
Wells Fargo Private Bank

Dr. Astro Teller

Captain of Moonshots (CEO), X;
Co-founder and a
Current Director,
Cerebellum Capital, Inc.

Tim Traudt

Head of Regional Management,
Wells Fargo Private Bank

Secil T. Watson

Head of Digital Solutions for Business,
Wells Fargo & Company

Jonathan G. Weiss

Head of Wealth and Investment Management,
Wells Fargo & Company

Jay Welker

President,
Wells Fargo Private Bank

Venue

The Cloister at Sea Island

Since 1928, The Cloister at Sea Island has been known as an exceptional destination appealing to those who appreciate gracious service and heartfelt hospitality. It is the only resort in the world to have received four Forbes Five-Star awards for nine consecutive years and the only U.S. resort to host a summit of world leaders (the G8 Summit in 2004).

Sea Island is a private, coastal Georgia resort island surrounded by five miles of private, pristine beach on the Atlantic Ocean to the east and separated from St. Simons Island on the west by the largest salt marsh on the eastern seaboard.

Sea Island maintains a high level of responsibility as stewards of the coastal habitat and its timeless natural beauty.

The Cloister at Sea Island’s original Mediterranean-style structure was designed by renowned Palm Beach, Florida, architect Addison Mizner in 1928. The original Cloister welcomed guests from around the world for 75 years, until 2003 when the new structure was designed by architects Peter Capone and Mike Ramsey. The Cloister was renovated to honor, yet update, Mizner’s unique style.

100 Cloister Drive
Sea Island, GA 31561

Phone: (912) 638-3611

Travel

Arrival by air

We will provide private ground transportation for guests arriving on Wednesday, March 21 and departing on Friday, March 23 from the following airports:

  • Brunswick Golden Isles Airport (BQK), serviced by ASA/The Delta Connection: 20-minute ride to/from the resort
  • Jacksonville International Airport (JAX): 1-hour ride to/from the resort
  • Savannah International Airport (SAV): 1-hour and 15-minute ride to/from the resort
  • McKinnon St. Simons Island Airport (SSI): 10-minute ride to/from the resort

As soon as you’ve booked your flights, please provide your relationship manager with your flight information, and keep them abreast of any changes.

Driving information

If you are planning to drive to the resort in your own vehicle or a rental car, we are happy to cover valet parking for the duration of the symposium.

Logistics Information

Important Next Steps

In order for us to prepare for your stay, please take the following actions:

  1. Solidify the dates of your stay. We’re pleased to cover your accommodations during the symposium. If you wish to extend your stay at The Cloister at Sea Island, please contact your relationship manager as soon as possible to inquire about availability.
  2. Make your travel arrangements. Registration will be available from 1:00 p.m. to 5:00 p.m., and symposium programs will begin at 6:00 p.m. on Wednesday, March 21. Please schedule your arrival accordingly. Sessions will conclude at noon on Friday, March 23.
  3. Send your travel information to your relationship manager so we can prepare for your arrival.
  4. Tell your relationship manager about any dietary restrictions, accessibility requests, or anything else we should know in order to make the symposium as enjoyable and comfortable as possible for you.

Climate

Average High 75°F

Average Low 54°F

Get real-time weather updates from Weather.com.

Attire

Resort casual attire is appropriate for our daytime sessions; for example, women might choose lightweight sweaters and tops with slacks or skirts, and men could choose collared shirts and slacks. Please note the presentation sessions will be in temperature-controlled rooms and, as such, a wrap or sweater may make your participation more comfortable. Resort cocktail attire is suggested for our evening events; men have the option to add a sport coat or blazer, but no tie is required. Women might choose a dress, or top with skirt or dress slacks.

The Finer Points

As our guest, you will enjoy receptions and dining experiences where you can engage with other attendees and speakers. We’re pleased to cover all hosted receptions and dining during the course of the symposium. Bell staff, housekeeping, driver, and server gratuities will also be covered on your behalf.

Air transportation, childcare, room service, spa services, and incidental charges at the resort are the responsibility of our guests.

Childcare

If you’d like to bring your family, The Cloister at Sea Island offers abundant child-friendly activities. Children’s activities require advance reservations, and are easily booked by calling (877) 431-5695.

Activities for children include Camp Cloister where they will join the Sea Island Junior Staff for a fun-filled day of experiences around the Sea Island resort. Camp Cloister is designed for children ages 3–14 years old and is open every day from 9:30 a.m. – 3:00 p.m. (except Sundays) year round. Hours can be extended for an extra charge. The cost is $130 plus fees per child. Private camps are available for $150–$175 per child.

Independent childcare services are also available through “Sitters By The Shore” by contacting Debbie Taylor at (912) 222-3747 or debbie@sittersbytheshore.com.

Please note that childcare suggestions provided by the resort are for the convenience of resort guests and are not a representation of, or endorsed by, Wells Fargo.

Contact

If you have questions about the Symposium, please contact your Wells Fargo relationship manager. Questions related to your accommodations or travel plans can be directed to our event planner, Lauren J. Barham, at lauren.j.barham@wellsfargo.com.