Barron’s Teams Summit

May 17-20, 3:00-5:00 pm ET
May 21, 12:00-2:00 pm ET
Virtual

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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 five days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.

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

Financial Planning

Sessions on: Investment performance, portfolio construction, asset allocation, global markets, performance reporting, foreign currencies

Relationship Management

Sessions on: Service models, managing difficult clients, NextGen clients, social media

Business Development

Sessions on: Attracting new business, marketing, referral building, organic growth

Team Management

Sessions on: Team leadership, strategy, team structure, compensation, mentorship, succession planning, hiring talent

 

2021 Agenda

Monday, May 17

3:00 PM - 3:30 PM Defining and Refining Culture on Your Team   Patti Brennan, Key Financial, Inc. Mark McHugh, Alex. Brown. a division of Raymond James Moderated by: Ray Sclafani, CEO, ClientWise 3:30 PM - 4:00 PM Building Lasting Value: How to Create a Successful HNW Enterprise   Michael Schweitzer, Head of High Net Worth, Capital Group Interviewed by: Mark Wilkins, UBS Financial Services, Inc. 4:00 PM - 4:30 PM Live Q&A Breakout: Building Lasting Value: How to Create a Successful HNW Enterprise   Michael Schweitzer, Head of High Net Worth, Capital Group Mark Wilkins, UBS Financial Services, Inc. 4:00 PM - 4:30 PM Setting a Strategic Vision to Achieve Organic Growth   Josh Malkin, Morgan Stanley Private Wealth Management Liz Weikes, J.P. Morgan Wealth Management Moderated by: Wes Egan, Head of Partnerships, Wells Fargo Advisors 4:30 PM - 5:00 PM From Skateboarding to Board Meetings: A Conversation With Tony Hawk *Live session only, not available on demand   Tony Hawk, Professional Skateboarder Interviewed by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group

Tuesday, May 18

3:00 PM - 3:30 PM The Future of Client Service in a Digital Age   Joy Kenefick, Wells Fargo Advisors AJ Fechter, Morgan Stanley Private Wealth Management Moderated by: John Rahal, Firm Transformation, Edward Jones 3:30 PM - 3:45 PM Investing Amid Rising Rates: Is 60/40 Dead?   Sebastien Page, Head of Global Multi-Asset, T. Rowe Price 3:45 PM - 4:15 PM Setting & Communicating a Succession Plan   Randy Conner, Churchill Management Sharon Sager, UBS Financial Services, Inc. Moderated By: Rob Sheahan, Vice President, Head of Consulting, BNY Mellon | Pershing 4:15 PM - 4:45 PM The Science of Influence   Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions 4:45 PM - 5:00 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

Wednesday, May 19

2:30 PM - 3:00 PM Networking 3:00 PM - 3:30 PM The 30-Minute MBA: Running Your Practice Like a Business   Michael Silver, Senior Managing Partner, Focus Partners Eric Sheikowitz, Senior Managing Partner, Focus Partners 3:30 PM - 3:45 PM Sustainable Investing Overview   Katherine Collins, Head of Sustainable Investing, Portfolio Manager, Putnam Investments 3:45 PM - 4:15 PM Live Q&A Breakout: Sustainable Investing Overview   Katherine Collins, Head of Sustainable Investing/Portfolio Manager, Putnam Investments 3:45 PM - 4:15 PM Hiring & Developing The Next Generation of Leaders   Grant Rawdin, Wescott Financial Advisory Group LLC Emily Rubin, UBS Financial Services, Inc. Moderated by: Steve Samuels, Managing Director, Merrill Lynch 4:15 PM - 4:45 PM The Long-Term Opportunity in Financials: Misunderstood, Mispriced and Primed for Revaluation   Chris Davis, Chairman, Portfolio Manager, Davis Advisors 4:45 PM - 5:15 PM Live Q&A Breakout: The Long-Term Opportunity in Financials: Misunderstood, Mispriced and Primed for Revaluation   Chris Davis, Chairman, Portfolio Manager, Davis Advisors 4:45 PM - 5:00 PM What to Know About Digital Assets   Ric Edelman, Founder, RIA Digital Assets Council

Thursday, May 20

3:00 PM - 3:30 PM Servicing Families and Next-Generation Clients   George Papadoyannis, Ameriprise Financial Services, LLC Ghislain Gouraige Jr., UBS Financial Services, Inc. Chris Jay, Merrill Lynch Wealth Management Moderated by: Matt Barthel, Executive Editor, Wealth & Asset Management, Barron’s Group 3:30 PM - 4:00 PM Inflation: Persistent or Transitory   James Macey, Senior Investment Strategist, BNY Mellon Investment Management 4:00 PM - 4:30 PM Live Q&A Breakout: Inflation: Persistent or Transitory   James Macey, Senior Investment Strategist, BNY Mellon Investment Management 4:00 PM - 4:30 PM Setting up your Team for Success: Roles & Responsibilities for Efficiency   Richard Jones, Merrill Private Wealth Management Reza Zafari, Merrill Private Wealth Management Eleni Mavromati, Merrill Private Wealth Management Moderated by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group 4:30 PM - 5:00 PM Transformational Leadership   Jay Therrien, Managing Director of Executive Consulting, Invesco 5:00 PM - 5:30 PM Live Q&A Breakout: Transformational Leadership   Jay Therrien, Managing Director of Executive Consulting, Invesco

Friday, May 21

12:00 PM - 12:30 PM Unique Client Service Strategies: Events, Social Media, and Planning   Sarah Mouser, Director of Financial Planning, Cassaday & Co., Inc. Susan Riley, Ameriprise Financial Services, LLC Allen Schreiber, TSG Wealth Management Moderated by: Lucy Blatter, Editorial Director, Custom Content, Barron’s Group 12:30 PM - 1:00 PM Prime for Collision: Amazon’s Entry into U.S. Health Care   Dan Kurland, Equity Analyst, Healthcare, Columbia Threadneedle Investments 1:00 PM - 1:30 PM Live Q&A Breakout: Prime for Collision: Amazon’s Entry into U.S. Health Care   Dan Kurland, Equity Analyst, Healthcare, Columbia Threadneedle Investments 12:55 PM - 1:00 PM Leading the Charge   Jim Hays, President, Head of Wells Fargo Advisors, Wealth & Investment Management Client Relationship Group 1:00 PM - 1:30 PM Working On The Business Versus In The Business   Betsy Pakenas, Morgan Stanley Dale Yahnke, Dowling & Yahnke Wealth Advisors Moderated by: Evamarie Schoenborn, President and CEO, Northwestern Mutual Wealth Management Company 1:30 PM - 2:00 PM Leadership Inside Out — Looking Within to Bring Out Your Leadership Gifts   Col. DeDe Halfhill, USAF, Ret.

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

Wealth Management Partners

Asset Management Partners

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Marquee Partner

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Gold Partners

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Silver Partners

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Supporting Sponsors

Millions of people rely on Columbia Threadneedle Investments to manage their money, including individual investors, financial advisors and wealth managers. Our reach is expansive, with investment professionals around the world dedicated to finding original, actionable insights, and an independent oversight team who works with portfolio teams to ensure a consistent approach. Your success is our priority. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneddle group of companies.

The Barron’s in Education mission is to connect business with academia to enhance financial literacy and proficiency; aiding the development of the next generation of business leaders and advisors. At Barron’s, we want to spark new thinking on this topic and help put a highly valued and highly educational financial publication in the hands of the next generation of college, university and high school students. For nearly a century, our readers have ranked as many of the most successful business leaders and investors in the world, so this only seems logical.

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 $1.2 trillion in assets on behalf of clients worldwide as of June 30, 2019.

Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $29 billion in AUM as of March 31, 2021, we offer our time-tested investment discipline through active ETFs, mutual funds, and separately managed accounts. Since our founding fifty years ago, we have maintained a culture focused on research, results and stewardship. All Davis Funds have outperformed their benchmark and peers since inception, have low fees and count Davis among the largest shareholders, with over $2 billion invested alongside shareholders in the funds we manage.​

Investments & Wealth Institute® is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous, highly practical education.​

Putnam has helped individuals and institutions pursue successful investment strategies for over 80 years. Driven by commitment to our clients, we have practiced an active, research-intensive approach to investing while embracing innovation since the launch of our first fund in 1937. 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.

A global investment manager, we've 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. Today, we're one of the world's largest investment management organizations, managing more than $2.3 trillion (as of 12/31/20).

BNY Mellon Investment Management is one of the world’s leading investment management organizations, encompassing BNY Mellon’s affiliated investment management firms and global distribution companies. Each brings its own unique investment philosophy, process, approach, and culture. The blending of unique cultures and specialisms in a structure of shared values to power the creation of solutions for clients around the world. For our clients, it feels like investing as it should be.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success. As a result, Orion supports more than 2,100 advisory firms with $1.3 trillion in assets under administration and an additional $44 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.

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 $1.47 Trillion in assets under management as of December 31, 2020.

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