Independent

Barron’s Independent Summit

March 22-23, 2022
Omni Louisville

Barron’s Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors.

Reasons to Attend

Barron’s Independent 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

2021 Agenda

All the times listed below are in Eastern Time (ET).

Monday, March 22

3:00 pm – 3:30 pm	How to Fire a Client
	Valerie Newell, Mariner Wealth Advisors Kimberlee Orth, Ameriprise Financial Moderated by: Ray Sclafani, CEO, ClientWise

3:30 pm – 4:00 pm	Outperforming the Global Index, Top Stock Ideas and China
	Danton Goei, Portfolio Manager, Davis Advisors Interviewed by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group
4:00 pm – 4:30 pm	Live Q&A: Outperforming the Global Index, Top Stock Ideas and China
	Danton Goei, Portfolio Manager, Davis Advisors

4:00 pm – 4:30 pm	The Evolution of Financial Technology
	Bill Crager, Co-Founder & CEO, Envestnet Ed Swenson, Co-Founder & COO, Dynasty Financial Partners Moderated by: Christina Townsend, Managing Director and Head of Relationship Management, Consulting and Platform Strategy, BNY Mellon \| Pershing

4:30 pm – 5:00 pm	Building Character, a Career and Cars*
	Jay Leno, Host of Jay Leno's Garage, Former Host of The Tonight Show with Jay Leno Interviewed by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group *live session only, not available on demand

Tuesday, March 23

3:00 pm – 3:30 pm	Working on the Business Versus in the Business
	Rob Mooney, Managing Partner & CEO, Snowden Lane Partners Ron Rubin, President, Vice-Chair, Chief Culture Officer, The Colony Group Moderated by: Cammie Doder, Chief Marketing Officer, Aspiriant

3:30 pm – 4:00 pm	Setting Your Firm Apart with Behavioral Finance
	Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions
4:00 pm – 4:30 pm	Live Q&A: Setting Your Firm Apart with Behavioral Finance
	Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions

4:00 pm – 4:30 pm	Growing and Leading Your Team To Success
	Ali Flynn Phillips, Obermeyer Wood Investment Counsel, LLLP Kevin Myeroff, NCA Financial Planners Moderated by: Kay Lynn Mayhue, President, Merit Financial Advisors

4:30 pm – 5:00 pm	Exploring Global ESG Integration and Engagement
	Martin Jarzebowski, CFA, Director of Responsible Investing, Federated Hermes
5:00 pm – 5:30 pm	Live Q&A: Exploring Global ESG Integration and Engagement
	Martin Jarzebowski, CFA, Director of Responsible Investing, Federated Hermes

Wednesday, March 24

2:30 pm – 3:00 pm

Peer Discussion Groups - Optional

3:00 pm – 3:45 pm	The Independent Advisor in 2021 and Beyond
	David Canter, Executive Vice President, Head of RIA and Family Office Segment, Fidelity Investments Bernie Clark, Executive Vice President and Head of Schwab Advisor Services, Schwab Ben Harrison, Managing Director and Head of Advisor Solutions, BNY Mellon \| Pershing Moderated By: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group

3:45 pm – 4:00 pm	Why Focus on Both Sides of the Balance Sheet?
	Kara Grehan, Vice President, Goldman Sachs Private Bank Select Anthony Rochte, Managing Director, Head of Goldman Sachs Private Bank Select
4:00 pm – 4:30 pm	Live Q&A: Why Focus on Both Sides of the Balance Sheet?
	Kara Grehan, Vice President, Goldman Sachs Private Bank Select Moderated By: Mario Depasquale, Regional Lending Manager, Goldman Sachs Private Bank Select

4:00 pm – 4:30 pm	Effective Strategies for Sustainable, Organic Growth
	Randy Carver, Raymond James Spuds Powell, Kayne Anderson Rudnick Moderated By: Meghan McCartan, Managing Director, Head of Marketing, HighTower Advisors

4:30 pm – 4:45 pm	Diversifying Your Portfolio with Private Real Estate
	Sean Harris, President, Starwood REIT John McCarthy, CEO, Starwood REIT
4:45 pm – 5:15 pm	Live Q&A: Diversifying Your Portfolio with Private Real Estate
	Sean Harris, President, Starwood REIT John McCarthy, CEO, Starwood REIT

Thursday, March 25

2:30 pm – 3:00 pm

Peer Discussion Groups - Optional

3:00 pm – 3:30 pm	ScratchWorks: Evaluating Fast-Growing Companies
	Marty Bicknell, CEO and President, Mariner Wealth Advisors Shannon Eusey, CEO, Beacon Pointe Advisors Robert Sofia, Founder, Chairman & CEO, Snappy Kraken Moderated by: Lisa Burns, Head of Platform Technology, Fidelity Investments

3:30 pm – 4:00 pm	What Will a Biden Administration Mean for Municipal Bonds?
	Andy Blocker, Head of US Government Affairs, Invesco Stephanie Larosiliere, Head of Municipal Business Strategies and Development, Invesco Moderated by: Brian Levitt, Global Market Strategist, Invesco
4:00 pm – 4:30 pm	Inside the Deal: Analyzing Acquisitions
	Lori Van Dusen, LVW Advisors Scott Hanson, Allworth Financial Moderated by: Brad Losson, VP & National Managing Director, Relationship Management, Schwab

4:30 pm – 5:00 pm	Expanding Opportunity with Alternative Investments
	Jason Cummins, Head of Research and Chief US Economist, Brevan Howard Nicholas Millikan, Managing Director, Intelligence & Insights, CAIS IQ, CAIS Michael Novogratz, CEO & Founder, Galaxy Digital

4:00 pm – 4:30 pm	Live Q&A: What Will a Biden Administration Mean for Municipal Bonds?
	Andy Blocker, Head of US Government Affairs, Invesco Stephanie Larosiliere, Head of Municipal Business Strategies and Development, Invesco Moderated by: Brian Levitt, Global Market Strategist, Invesco
5:00 pm – 5:30 pm	Live Q&A: Expanding Opportunity with Alternative Investments
	Steve Kurz, Partner, Head of Asset Management, Galaxy Digital Nicholas Millikan, Managing Director, Intelligence & Insights, CAIS IQ, CAIS

Friday, March 26

12:00 pm – 12:15 pm	Maintaining Balance While at Full Capacity
	Kristen Johnson Brogan, Chef, International Keynote Speaker & The Chief Mindful Living Officer, On Target Living

12:15 pm – 12:45 pm	From Core Values to Critical Conversations: What Your Brand Really Means
	Terri Trespicio, Speaker, Author, and Brand Advisor, Owner of Terri Trespicio, LLC

12:45 pm – 1:15 pm	Alternative Credit: Alternative No Longer
	Michael Herzig, Senior Managing Director and Head of Business Development, First Eagle Alternative Credit Interviewed by: Anirudh Kirtane, Head of Applied Research, First Eagle Investment Management
1:15 pm – 1:45 pm	Live Q&A: Alternative Credit: Alternative No Longer
	Michael Herzig, Senior Managing Director and Head of Business Development, First Eagle Alternative Credit Anirudh Kirtane, Head of Applied Research, First Eagle Investment Management

1:15 pm – 1:30 pm	Barron's Research Review
	Matt Barthel, Executive Editor, Wealth & Asset Management, Barron's Group Interviewed by: Jack Otter, Global Head, Wealth & Asset Management, Barron's Group

What are attendees saying about Barron’s Advisor Summits?

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

Where else can you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.

The agenda was just the right mix of industry and practice management.

The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.

Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.

The quality of the advisors is excellent and the agenda includes wide-ranging and timely, topical sessions.

Participation at Barron’s Independent Summit is by invitation only.

Request your invitation here.

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Barron’s Independent Summit

March 22-26, 2021
A Virtual Event

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