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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

Your practice has reached ​a turning point.

Now more than ever, advisors should be checking in with their peers to revisit the big picture, discuss what needs to change and how to get it done.

For Advisors. ​​By Advisors.

Mark your calendars for Barron’s Advisor’s flagship and most anticipated advisor event of the year - Barron’s 100 Summit. In Q1 2022, we will once again bring together the most elite advisors in the industry for a hybrid event where the industry’s best can convene to share ideas and insights that will move the investment community forward. More details will be available in the coming weeks.

APPLY TO ATTEND
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Keynote Guests

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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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Community isn't lost by way of being at home.

Connect. Learn. Give back. Don't miss out on joining this exclusive community of Barron's top advisors and wealth management professionals. Participation is by invitation only. Request your invitation today.

APPLY TO ATTEND
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A global investment manager, Capital Group has helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an emphasis on research, a long-term view and a recognition of the power of relationships. Helping investors succeed has helped us grow. Since 1931, we have provided low-cost, actively managed funds that have delivered strong long-term results. Today, we're one of the world's largest investment management organizations, managing more than $2 trillion.
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DWS Group (DWS) is one of the world's leading asset managers with $838 billion of assets under management (as of 30 June 2020). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically. DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors – entrusted to build the best foundation for our clients’ future.
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PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.
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Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business.
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First Eagle Investment Management is an independent firm that manages approximately $101 billion in assets for institutional and individual clients (Assets under management as of June 30, 2020). With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to downside protection remain our primary goals.
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T. Rowe Price, a global investment management organization with $1.22 T in AUM*, offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns. *As of June 30, 2020.
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Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $24 billion in AUM as of August 31, 2020, our time-tested investment discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. Since our founding fifty years ago, our mission has been to serve our shareholders and to do so with high integrity.  We have a history of delivering strong, consistent investment results through full market cycles. With more than $2 billion invested alongside our clients in funds and other accounts following the same investment strategy, we experience the same risks and reap the same rewards.
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Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our 13 distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, Invesco managed $1.1 trillion in assets on behalf of clients worldwide as of June 30, 2020. For more information, visit www.Invesco.com.
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • ESG-Impact
    • Regionals
  • Rankings
  • Hall of Fame
  • News