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Barron’s Teams Summit

April 27-29, 2022
Omni Nashville

APPLY
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
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Financial Planning

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

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

Sessions on: Attracting new business, marketing, referral building, organic growth
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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.
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The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.

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  • Home
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    • Teams
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    • Women
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  • Rankings
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  • News