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Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly interdependent. While Barron’s Advisor celebrates the accomplishments of advisors, their success is often the by-product of excellent teams, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind Barron’s Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes.
This event is by invitation only and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. |
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Featured Speakers
Alex Banayan
Alex Banayan Alex Banayan is the only nationally bestselling business author under 30 in America. His book The Third Door: The Wild Quest to Uncover How the World’s Most Successful People Launched Their Careers has been translated into over a dozen languages. The day before his freshman-year final exams, Alex hacked “The Price Is Right,” won a sailboat, sold it and used the money to fund his quest to learn from the world’s most innovative leaders. During his seven-year journey, he interviewed Bill Gates, Lady Gaga, Larry King, Maya Angelou, Steve Wozniak, Jane Goodall, Jessica Alba, Quincy Jones and more. Alex has been named to Business Insider’s Most Powerful People Under 30, has contributed to Fast Company and TechCrunch, and has been featured in major media. An acclaimed keynote speaker, he has presented the Third Door framework to business conferences and corporate leadership teams around the world, including Apple, Google, Nike, IBM, Snapchat, Salesforce and Disney, helping individuals discover unconventional routes to achieve their dreams and aiding Fortune 500 companies to take new approaches to sales, marketing and exponential growth. |
Tyra Banks
Tyra Banks Tyra Banks is a Supermodel turned Super Businesswoman. Her latest enterprise is ModelLand. A first-of-its-kind experiential attraction, ModelLand is a place where everyone can live the ultimate modeling fantasy and features fashion and beauty, photoshoots and runways, shopping and theater and you. Prior to ModelLand, Tyra created and executive produced one of the longest-running reality television series, America’s Next Top Model, with 24 cycles. ANTM currently airs in 180 countries and has 25 international versions worldwide. Tyra serves as CEO of her own entertainment company, Bankable Productions, that inked an overall deal with Universal Television for scripted and unscripted programming. In 2012, she graduated from the Owner/President Management program at Harvard Business School. Since 2017, Tyra continues to share her expertise and knowledge of personal branding as visiting professor at the Graduate School of Business at Stanford. Expanding the definition of beauty is something Tyra has always believed in. Six modelling agencies rejected her before she was signed at the age of 15 years old. As an original Victoria’s Secret Angel, Banks was also the first female model to grace the cover of GQ and the first African-American model to be featured on the cover of the Victoria’s Secret catalogue and the Sports Illustrated swimsuit issue, which featured her for two consecutive years. She was named one of The Hollywood Reporter’s 100 Most Powerful Women in Entertainment, Entertainment Weekly’s 25 Smartest in Television, and when Tyra joined America’s Got Talent as host, the franchise had the highest ratings ever in its history. She was also honored as one of Glamour magazine’s coveted Women of the Year, alongside former U.S. Secretaries of State Condoleezza Rice and Hillary Rodham Clinton. Banks received two Emmy Awards for her talk show, The Tyra Banks Show, the first show ever to receive the award in the new informative category. Her infamous line, “Kiss my fat ass!” made TV Guide’s Greatest Talk Show Moments. She was listed twice on Time magazine’s 100 Most Influential People in the World list and took the #1 spot on Forbes’ list of top earning women in primetime for two years in a row. In May 2019, Tyra once again broke beauty barriers by reprising the cover of Sports Illustrated’s coveted Swimsuit Issue and succeeded in breaking the internet by driving the most traffic to SI.com in history. After 22 years, Tyra’s return to SI marks the end of her modelling retirement. She’s back with a new perspective that ‘X’s out beauty norms and a new modeling name, BanX. |
Vince Lumia
Vince Lumia Vince Lumia is a Managing Director and Head of Field Management, with responsibility for Morgan Stanley’s network of approximately 16 thousand financial advisors across some 600 branches, including Private & International Wealth Management, Strategic Client Management and National Sales. Vince was most recently head of Private Wealth Management, the division that serves ultra-high-net-worth individuals, families and their foundations in the U.S. and abroad. He was previously head of the Morgan Stanley Wealth Management Capital Markets business. Vince joined Morgan Stanley in 1999 as a financial advisor before moving to the Fixed Income Division in 2004. Prior to joining the firm, he worked for Thomson Financial. Vince earned a B.S. from Fordham University. He serves as a member of the National Italian American Foundation Board of Directors. |
Steve McClatchy
Steve McClatchy Steve McClatchy is a keynote speaker, workshop leader and author of The New York Times bestseller Decide: Work Smarter, Reduce Your Stress, and Lead by Example. Steve has spoken before thousands of audiences on the topics of leadership, performance, personal growth and work/life engagement. His client list includes the NFL, Google, Pfizer, Microsoft, Disney, NBCUniversal, Accenture, John Deere, Under Armour, Wells Fargo and Campbell’s Soup. Steve is a frequent guest lecturer at Harvard and Wharton. He has appeared on ABC, CBS, Fox News, NBC’s Today Show and has been quoted in The Wall Street Journal, Fast Company, Entrepreneur and Investor’s Business Daily. Steve’s vision is for continual improvement, and he believes that when we stop learning, gaining experience and achieving goals, we stop living. Steve is best known for his passion, sense of humor and energetic personality. |
Joseph Michelli
Joseph Michelli Joseph Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on the total customer experience. His insights encourage leaders and frontline workers to grow and invest passionately in all aspects of their lives. Joseph is a Wall Street Journal and New York Times #1 bestselling author. His latest book is Driven to Delight: Delivering World-Class Customer Experience the Mercedes-Benz Way. His other titles include Leading the Starbucks Way: 5 Principles for Connecting with Your Customer, Your Products, and Your People, and When Fish Fly: Lessons for Creating a Vital and Energized Workplace. Joseph received his master’s and doctorate from the University of Southern California. He has won the Asian Brand Excellence Award and is on the founders’ council of CustomerExperienceOne. He was named one of the Top 10 Thought Leaders in Customer Service by Global Gurus. Visit him at JosephMichelli.com. |
Reasons to Attend
Barron’s Teams Summit is a unique opportunity to make sure every role on your team is addressed, including:
Principal Advisors, Managing Partners and Directors, Wealth Managers, Financial Advisors, Analysts, Investment Associates, Financial Planners, Research Associates, Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators, Senior Client Service Associates, Client Service Associates, Administrative Officers
Principal Advisors, Managing Partners and Directors, Wealth Managers, Financial Advisors, Analysts, Investment Associates, Financial Planners, Research Associates, Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators, Senior Client Service Associates, Client Service Associates, Administrative Officers
Financial PlanningSessions on: Investment performance, portfolio construction, asset allocation, global markets, performance reporting, foreign currencies
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Relationship ManagementSessions on: Service models, managing difficult clients, NextGen clients, social media
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Business DevelopmentSessions on: Attracting new business, marketing, referral building, organic growth
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Team ManagementSessions on: Team leadership, strategy, team structure, compensation, mentorship, succession planning, hiring talent
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2020 Pricing Structure
As the name suggests, Barron’s Teams Summit benefits multiple members of the advisory team and is therefore reflected in the pricing. The first team member—usually the principal advisor—will receive additional membership benefits with their ticket. All additional team members will only pay $350 for the entire three-day summit.
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2020 Agenda
◼ Team Management
◼ Business Development
◼ Relationship Management
◼ Investment Management
Wednesday
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Thursday
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Friday
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Partners
UNDERWRITER 
DIAMOND SPONSOR
First Eagle Investment Management is an independent firm that manages approximately $99 billion in assets for institutional and individual clients (Assets under management as of September 30, 2019). 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. 
DIAMOND SPONSOR
Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach — in combination with The Capital SystemSM — has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system. 
GOLD SPONSOR
T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect. A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $1.125 Trillion in assets under management as of June 30, 2019. 
SILVER SPONSOR
Allianz Global Investors is a leading active asset manager with over 790 investment professionals in 25 offices worldwide and managing $608 billion in assets for individuals, families and institutions. Active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs. 
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. 
SILVER SPONSOR
FPA is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. As of December 31, 2019, FPA manages approximately $29 billion across multiple strategies. Independently owned FPA has 89 employees, with 31 investment professionals. We aim to be recognized as a leading practitioner of value investing. We seek to offer our clients a prudent place to invest their capital, and to provide them index-beating returns over the long term, while emphasizing preservation of capital. We also seek to foster a culture of excellence, to maintain high ethical standards, and to adhere to our Core Values. |
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