Barron’s Teams Summit

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

ATTEND

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 Preliminary Agenda

Monday, May 17

3:00 PM - 3:30 PM Defining and Refining Culture on Your Team   Patti Brennan, Key Financial, Inc. Speaker TBA Moderated by: Ray Scalfani, 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 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 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   Tony Hawk, Professional Skateboarder 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 Moderator: 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 Live Q&A Breakout: 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 Setting Your Team and Firm Apart with Behavioral Finance   Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions 4:45 PM - 5:15 PM Live Q&A Breakout: Setting Your Team and Firm Apart with Behavioral Finance   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 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 Rebounding Financials: Undervalued & Underowned   Chris Davis, Portfolio Manager, Davis Advisors 4:45 PM - 5:15 PM Live Q&A Breakout: Rebounding Financials: Undervalued & Underowned   Chris Davis, Chairman & PM, Davis Advisors 4:45 PM - 5:00 PM Quick Guide to Crypto   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, Wells Fargo Advisors 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, CFA, 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, Senior Healthcare Equity Analyst, Columbia Threadneedle Investments 1:00 PM - 1:30 PM Business Strategy Panel   Betsy Pakenas, Morgan Stanley Dale Yahnke, Dowling & Yahnke Wealth Advisors Eleni Mavromati, Merrill Private Wealth Management Moderated by: Evamarie Schoenborn, President and CEO, Northwestern Mutual Wealth Management 1:30 PM - 2:00 PM Leadership Inside Out — Looking Within to Bring Out Your Leadership Gifts   Col. DeDe Halfhill, USAF, Ret. attend past event Photos The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested. Sign up for our newsletter Barron’s advisor Apply to rankings Sponsorship CONTACT US ​FAQ Barron’s Privacy Policy Terms of Use Data Policy Cookies © COPYRIGHT 2021. ALL RIGHTS RESERVED.​ Home Summits Teams Australia Independent 100 Women Regionals Rankings Hall of Fame News