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Barron’s 100 Summit

September 28-30, 2022
The Breakers, Palm Beach

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Barron’s 100 Summit is an annual elite gathering of the nation’s preeminent financial advisors, designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession. 

More details regarding this hybrid event will be available in the coming weeks. 
Reasons to Attend
Barron’s 100 Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
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Networking
Our by invitation only conferences convene elite tier practitioners
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Thought Leadership
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We pride ourselves in presenting the most forward-looking content
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Practice Management 
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The industry's most successful advisors share their secrets 
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Continuing Education 
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Many of our sessions are eligible for CE credits
 
2020 Agenda

Wednesday, September 23

12:00 pm – 12:40 pm The New Team Structure: Managing, Growing, and Motivating a Team from Home
  Greg Vaughan, Morgan Stanley Private Wealth Management
Rod Westmoreland, Merrill Private Wealth Management
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

12:40 pm – 1:10 pm Election 2020: Separating the News from the Noise
  Reagan Anderson, Senior Vice President of Government Relations, Capital Group

1:10 pm – 1:45 pm Investing Through Challenging Times: Timeless Insights to Share with Clients
  Chris Davis, Chairman and Portfolio Manager, Davis Advisors
Moderated By: Jack Otter, Editor at Large, Barron’s Group

1:45 pm – 2:15 pm Entrepreneurship, Marketing, and The Future of Retail
  Daymond John, Businessman, Investor, Television Personality & Author
Moderated By: Alison Rooney, Global Managing Director, Wealth Management, Barron’s Group

2:15 pm – 2:45 pm Interactive Live Q&A Sessions
  Election 2020: Separating the News from the Noise
Reagan Anderson, Senior Vice President of Government Relations, Capital Group
Moderated By: Michael Schweitzer, Senior Vice President and Director of Distribution for High Net Worth, Capital Group

  Investing Through Challenging Times: Timeless Insights to Share with Clients
Chris Davis, Chairman and Portfolio Manager, Davis Advisors
Moderated By: Jack Otter, Editor at Large, Barron’s Group

Friday, September 25

12:00 pm – 12:30 pm Achieving Organic Growth & Strategies for Prospecting in a Pandemic Age
  Ghislain Gouraige, UBS Financial Services, Inc.
Courtney Moore, Merrill Private Wealth Management
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

12:30 pm – 1:05 pm The Catalytic Conversation
  Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco

1:05 pm – 1:10 pm Purpose-Driven Leadership
  Penny Pennington, Managing Director, Edward Jones

1:10 pm – 1:45 pm Examination of Active Management in an Age of Growth Investing
  David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T.Rowe Price
Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price

1:45 pm – 2:15 pm Economic Predictions for a Post-Election, Post-Pandemic World
  Gary Cohn, Former Director of the National Economic Council & Chief Economic Advisor, Former President and COO of Goldman Sachs
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

2:15 pm – 2:45 pm Interactive Live Q&A Sessions
  The Catalytic Conversation
Lisa Keung, Director, Creative Campaigns, Invesco Consulting, Invesco
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

  Examination of Active Management in an Age of Growth Investing
David Eiswert, Portfolio Manager, Global Focused Growth Equity Strategy, T. Rowe Price
Moderated By: Jennifer Martin, Portfolio Specialist in the U.S. Equity Division of T. Rowe Price

Wednesday, September 30

12:00 pm – 12:20 pm Diversity & Inclusion in Wealth Management: What Needs to be Done
  Mandell Crawley, Head of Private Wealth Management, Morgan Stanley
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

12:20 pm – 12:55 pm Markets and the Election: Insights in the Home Stretch
  David Bianco, CIO, DWS
Frank Kelly, Head of Political Affairs, DWS
Moderated By: Jack Otter, Editor at Large, Barron’s Group

12:55 pm – 1:30 pm The New Age of Client Service: What Needs to Change?
  Jennifer Garcia, Wells Fargo Advisors
Kevin Haarberg, Edward Jones
Moderated By: Ray Sclafani, CEO, Clientwise

1:30 pm – 2:00 pm What’s the Alternative? A Look at Interval Funds
  Aimee Almeleh, SVP, Alternatives Strategist, PIMCO
Lyon Polk, Morgan Stanley Private Wealth Management
Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO

2:00 pm – 2:15 pm Leading Through Change: Embracing High-Tech in a High-Touch Business
  Andy Sieg, President, Merrill Lynch Wealth Management



2:15 pm – 2:45 pm Interactive Live Q&A Sessions
  Markets and the Election: Insights in the Home Stretch
David Bianco, CIO, DWS
Frank Kelly, Head of Political Affairs, DWS
Moderated By: Nicole Grogan, Managing Director, Head of Strategic Relationships, Americas at DWS

  What’s the Alternative? A Look at Interval Funds
Aimee Almeleh, SVP, Alternatives Strategist, PIMCO
Lyon Polk, Morgan Stanley Private Wealth Management
Moderated By: Cady Johnson, SVP, Divisional Sales Manager, PIMCO

Friday, October 2

12:00 pm – 12:30 pm Adaptation to Technologies & Adjusting to the Work From Home Norm
  Elaine Meyers, JP Morgan Securities
Richard Saperstein, Treasury Partners
Moderated By: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

12:30 pm – 1:05 pm The Case for Real Estate - Opportunities Abound
  Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund
Moderated By: Steve Grill, Alex. Brown, a division of Raymond James

1:05 pm – 1:10 pm Virtual Volunteerism
  Tash Elwyn, President & CEO, Raymond James & Associates

1:10 pm – 1:45 pm Persistence Through the Tumult
  Matt McLennan, Head of Global Value Team, First Eagle Investment Management
Moderated By: Jack Otter, Editor at Large, Barron’s Group

1:45 pm – 2:15 pm Stress & Immunity - Taking Care of Your Health
  Chris Johnson, Founder & CEO, On Target Living

2:15 pm – 2:20 pm Closing Remarks
 
2:20 pm – 2:50 pm Interactive Live Q&A Sessions
  The Case for Real Estate - Opportunities Abound
Jeffrey Kolitch, VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund
Steve Grill, Alex. Brown, a division of Raymond James
Moderated By: David Judice, VP, Head of Intermediary Sales and National Accounts, Baron Fund

  Persistence Through the Tumult
Matt McLennan, Head of Global Value Team, First Eagle Investment Management
Moderated By: Anirudh Kirtane, Head of Applied Research, First Eagle Investment Management

APPLY TO ATTEND
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The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.

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  • Home
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