Barron’s Institutional Summit

Spring 2022
To Be Announced

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Join industry leaders for a discussion on growing your business and delivering superb client outcomes. ​ 

The annual Barron's Institutional Summits have brought together the industry's top thought-leaders for discussions on the future of institutional consulting including trends, innovations and evolutions; new business strategies for long-term growth; efficiency and process in the digital age. 

This sixth annual event is intended for principals, senior producing partners and lead analysts of institutional consulting teams.

96%

Of attendees recommend the conference ​to a peer

98%

Of attendees thought the conference was a ​worthwhile investment of time ​

97%

Would likely attend next year's event

 

2021 Agenda

Monday, June 21

3:00 PM - 3:30 PM EDT The Future of Institutional Consulting: Trends and Projections   Courtney Moore, Global Institutional Consulting, Bank of America Lisa Detanna, Senior Vice President, Investments, Managing Director, Raymond James Matt Shannon, Managing Director, Investments, Senior Institutional Consultant, Wells Fargo Advisors Moderated By: Mark Barnum, Managing Director - Investments, Business Development Director for Retirement Plan Consulting and Institutional Consulting, UBS Financial Services, Inc. 3:30 PM - 4:00 PM EDT The Infinite Game   Heath Slawner, Igniter, Simon Sinek, Inc. Sponsored by Columbia Threadneedle Investments 4:00 PM - 4:30 PM EDT Best Practices for Impeccable Institutional Client Service   Joseph Montgomery, Managing Director, Investments, Wells Fargo Advisors Kathleen Kelly, Managing Partner, Compass Financial Partners, A Marsh & McLennan Agency LLC Company Evan Melcher, Principal, Financial Advisor, CAPTRUST Moderated By: Matt Barthel, Executive Editor, Wealth & Asset Management, Barron’s Group 4:30 PM - 5:00 PM EDT Implications and Applications of ESG for Institutional Clients   Bob Smith, President & CIO, Sage Advisory Services Interviewed By: Michael Walton, Principal & Managing Director, Sage Advisory Services 5:00 PM - 5:30 PM EDT Live Q&A Breakout: Implications and Applications of ESG for Institutional Clients   Bob Smith, President & CIO, Sage Advisory Services Interviewed By: Michael Walton, Principal & Managing Director, Sage Advisory Services

Tuesday, June 22

3:00 PM - 3:30 PM EDT Identifying Your Value Proposition: How to Differentiate Your Institutional Practice   Michael Starratt, Managing Director, Wealth Management, Global Institutional Consultant, Merrill Lynch Christopher Merker, Director, Private Asset Management, Baird Maureen Shuler, Financial Advisor, Graystone Consulting, Morgan Stanley Moderated By: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group 3:30 PM - 4:00 PM EDT “Can You Go Home Again?” – Investment Implications for the “Other Side” of Covid-19   Robert W. Sharps, President, Head of Investments, Group CIO, T. Rowe Price Chris Dillon, Multi-Asset Investment Specialist, T. Rowe Price 4:00 PM - 4:30 PM EDT Live Q&A Breakout: “Can You Go Home Again?” – Investment Implications for the “Other Side” of Covid-19   Robert W. Sharps, President, Head of Investments, Group CIO, T. Rowe Price Chris Dillon, Multi-Asset Investment Specialist, T. Rowe Price 4:00 PM - 4:05 PM EDT The Price Is Right: Ways to Help Clients Understand Your Value   Jeremiah (Jeremy) France, Managing Director, Head of Graystone Consulting 4:05 PM - 4:35 PM EDT Forging Successful Strategic Partnerships   Anna Rathbun, Chief Investment Officer, CBIZ Investment Advisory Services LLC Craig Dobbs, Managing Director, Graystone Consulting, Morgan Stanley Linda Modico, Managing Director, Investments, Senior Institutional Consultant, UBS Financial Services, Inc. Moderated By: Scott Wenger, Editorial Director, Barron’s Advisor 4:35 PM - 4:50 PM EDT Key Questions Gold Investors Are Asking Right Now   George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors 4:50 PM - 5:20 PM EDT Live Q&A Breakout: Key Questions Gold Investors Are Asking Right Now   George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors

I like being able to share business development ideas ​and getting information from high quality speakers.

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The thoughtful organization of the agenda was extraordinary. Just the right mix of industry ​information and practice management.

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Thank you for putting institutional advisory on the same ​level as retail advisory.

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