Barron’s Independent Summit

March 18-20, 2020
Omni Louisville Hotel

ATTEND

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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

 

2019 AGENDA

2018 AGENDA

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.

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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.

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

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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.

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

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

 

Partners

GOLD PARTNER

GOLD PARTNER

SILVER SPONSOR

SILVER SPONSOR

​Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients, managing $469 billion across asset classes (in U.S. dollars as of September 30, 2019. Source: Ameriprise Q3 Earnings Release. Contact us for more current data). Our team-based, risk-aware and performance-driven approach delivers the consistent investment experience you demand. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

SILVER SPONSOR

​Today, Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.

GOLD PARTNER

BRONZE PARTNER

SILVER SPONSOR

SILVER SPONSOR

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

SILVER SPONSOR

​Kopernik Global Investors, LLC is a global equity specialist founded in July 2013. We are a client-centric, 100% employee-owned firm, managing approximately $2.6B across private clients, endowments and corporations.  Kopernik draws from the same investment philosophy and process that our founder and CIO, David Iben, has been successfully developing for 35 years. We believe that accomplished investors who trust their own analysis and instincts can generate significant excess returns as a result of market inefficiencies.

SILVER SPONSOR

Since 2006, Invest in Others has provided a platform for advisors to increase awareness, visibility, and funding to their favorite non-profits. We recognize individuals and firms for giving back to their communities. By sharing their stories and awarding funding to causes that matter to them, we raise awareness, encourage others to get involved, channel additional resources to those in need, and demonstrate the generosity of the financial advice industry.

GOLD PARTNER

BRONZE PARTNER

 SILVER SPONSOR

SILVER SPONSOR

​Since launching the first index mutual fund for individual investors in 1976, Vanguard has strived to be the world’s highest-value provider of investment products and services. We have an unwavering focus on our clients with a commitment to champion what’s best for investors by offering outstanding service, while keeping costs low. Today, Vanguard has more AUD $8.3 trillion in assets under management (as of 31 August 2019), including more than AUD $1.6 trillion in ETFs, and is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years.

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

Request your invitation here.

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Barron’s Independent Summit

March 18-20, 2020
Omni Louisville Hotel

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