With year-end upon us, what are the economic signals heading into 2026? And how are you making informed decisions in a rapidly changing landscape?
Join Chief Executive Group and Morgan Stanley Wealth Management for an in-depth analysis of the macro environment and the forces driving tomorrow’s opportunities, including:
We’ll help you cut through the noise and translate the outlook into decisions your team can act on. Understand what these different forces imply for demand, margins and capital costs so you can prioritize your investments, deleverage, properly manage any risk and volatility and prepare contingency plans.
Chief Investment Officer, Morgan Stanley Wealth Management
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Chief Investment Officer, Morgan Stanley Wealth Management
Shalett leads the Morgan Stanley Wealth Management’s Global Investment Office, a group of more than 250 professionals driven by a desire to help advisors and clients better understand and navigate the markets. “None of our competitors have this integrated value proposition, where the people who are doing due diligence are connected to the people who do asset allocation, who are connected to the committee that is setting the high-level, tactical market calls.”
Shalett is also Chair of Morgan Stanley’s Global Investment Committee (GIC), senior investment professionals focused on sourcing diverse perspectives from across the Firm to deliver investment views to wealth management clients.
1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.