Former Defense Secretary Leon Panetta, Basketball Legend Magic Johnson to Headline TD Ameritrade Institutional's National RIA Conference

More than 3,000 independent registered investment advisors (“RIAs”) and other industry leaders will come together at TD Ameritrade Institutional’s1 National LINC 2015 to meet their peers and hear from leading thinkers and business experts. This highly anticipated event now features a new name: LINC, which stands for Lead, Inspire, Network and Collaborate.

The conference, which takes place at the Manchester Grand Hyatt in San Diego January 28 - 31, is expected to be TD Ameritrade Institutional’s largest-ever gathering of RIAs and other industry executives. The event kicks off with a full slate of preconference sessions on January 28 and continues with three days of presentations, breakout sessions and workshops. Journalists can register online by clicking here.

Advisors can choose from more than 70 presentations and sessions exploring ways they can better serve clients and explore new opportunities to make their firms more successful. The conference will delve into such timely topics as roboadvisor platforms, enhancing data security, strategies to connect with next generation investors, engaging clients through social media and pursuing retirement plan assets.

Educational opportunities extend well beyond these sessions. Attendees will also have opportunities to speak one-on-one with practice management experts from across the industry at the Business Consulting Lounge and visit Veo Village, where technology companies integrated with the Veo® open access platform can help show advisors how to streamline routine tasks and boost productivity.

“TD Ameritrade Institutional has long provided advisors opportunities to learn find inspiration and network with peers, all with an eye towards making their firms better,” said Tom Nally, president, TD Ameritrade Institutional. “We’re enhancing the business development and education resources that RIAs have come to expect from us to help them deliver greater value to investors, attract a new generation of clients and expand the markets they serve.”

This year’s keynote speakers include influential and inspiring leaders from the halls of government, technology, academia and sports:

Leon E. Panetta is a statesman with a distinguished career in government. Most recently, he served as U.S. Secretary of Defense and Central Intelligence Agency director under President Obama. Previously, Mr. Panetta served as President Clinton’s Chief of Staff and his Office of Management and Budget director. For 16 years Mr. Panetta represented California’s Silicon Valley in Congress, where he rose to become chairman of the House Budget Committee. Panetta was formerly an assistant to the Secretary of Health, Education, and Welfare and Office for Civil Rights director under President Nixon. He served as a U.S. Army intelligence officer (1964 to 1966) and received an Army Commendation Medal.

Earvin “Magic” Johnson. National Basketball League Hall of Famer Magic Johnson has parlayed his skills on the court to the business world through Magic Johnson Enterprises, a company that focuses on urban communities through alliances, investments and endorsements. Among his business interests are a $1 billion real estate fund, a $500 million private equity fund, the Aspire television network and media company Vibe Holdings. Mr. Johnson, who with other investors recently bought the Los Angeles Dodgers, is currently working to bring a National Football League team back to Los Angeles.

Peter Diamandis is an influential thinker and investor engaged in developing a number of transformative technologies. Among his pursuits, he helped create X Prize Foundation, which organizes the $10 million prize for advancing private-sector spaceflight; Human Longevity Inc., focused on extending the healthy human lifespan; and Singularity University, a Silicon Valley school studying transformative technologies. He co-founded Planetary Resources, which is designing spacecraft that can mine asteroids, and he’s the author of best-seller Abundance: The Future Is Better Than You Think.

Amy Cuddy, associate professor at Harvard Business School, is an expert in how humans perceive and are influenced by others. Through her research into social judgment, emotions, nonverbal behavior and hormones, she explores the role these variables play in shaping our emotions and behavior. Dr. Cuddy will also show attendees how they can channel their own nonverbal behavior into persuasive leadership. Her 2012 TED talk, “Your Body Language Shapes Who You Are,” has been streamed more than 20 million times, making it the second-most watched TED talk ever.

Advisors will hear from Fred Tomczyk, president and chief executive officer of TD Ameritrade Holding Corporation, and TD Ameritrade Institutional President Tom Nally, who will provide an overview of the trends impacting RIAs and share their perspectives on the market. Craig Alexander2, TD Bank Group’s Chief Economist, will deliver a luncheon address offering his views on the U.S. and global economies.

Register for the conference by visiting tdaconferences.com or calling (800) 326-7507. A press room will be available for working journalists. Interview requests for Tomczyk, Nally or other speakers should be submitted to joseph.giannone@tdameritrade.com by January 16, 2015.

Follow TD Ameritrade Institutional Twitter updates from National LINC 2015 via @TDAmeritradePR and @TDA4Advisors, and through our TDA4Advisors blog. Journalists and attendees are encouraged to post their own updates from the conference using the hashtag #NationalLINC.

About TD Ameritrade Institutional
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors turn to TD Ameritrade’s (NYSE: AMTD) technology, people and education resources to help make investing and trading easier. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 39 years. An official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic Teams, as well as an official sponsor of the National Football League for the 2014, 2015 and 2016 seasons, TD Ameritrade has time and again been recognized as a leader in investment services. Visit TD Ameritrade's newsroom or amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) / SIPC (www.SIPC.org)

1 TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

2 Craig Alexander is an employee of TD Bank Group, an affiliate of TD Ameritrade, Inc. The opinions and commentary of TD Bank Group employees should not be construed as an endorsement or recommendation of TD Ameritrade, Inc. TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation, which is the parent company of TD Ameritrade, Inc.

Guest speakers and their employers, educators, service providers, industry associations, the venue for this event, and other third parties are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies or content.

Source: TD Ameritrade Holding Corporation