Barron’s 100 Summit

Q1 2022
In Person + Virtual

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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.

Networking
Our by invitation only conferences convene elite tier practitioners

Thought Leadership
​We pride ourselves in presenting the most forward-looking content

Practice Management 
​The industry's most successful advisors share their secrets 

Continuing Education 
​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

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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.