Barron’s Women Summit

December 7-11, 2020
VIRTUAL

ATTEND

Barron’s Women Summit brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession.​​This event is designed and presented by Barron’s-ranked advisors and industry leaders. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.

Reasons to Attend

Barron’s Women Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.

Networking

Our by invitation only conferences convene elite tier practitioners

Thought Leadership

We pride ourselves in presenting the most forward-looking content

Practice Management

The industry's most successful advisors share their secrets 

Continuing Education

Many of our sessions are eligible for CE credits

 

2020 Agenda

Monday, December 7

3:00 pm – 3:30 pm ET Will to Win: How to Fuel Your Organic Growth Strategies   Louise Armour, JP Morgan Securities Nicole Christians, Merrill Lynch Wealth Management Aimee Cogan, Morgan Stanley Wealth Management Moderated by: Sterling Shea, Head of Wealth & Asset Management, Barron’s Group 3:30 pm – 4:00 pm ET Markets and the Election: The Way Forward   David Bianco, CIO, DWS Frank Kelly, Head of Political Affairs, DWS Moderated by: Jack Otter, Editor at Large, Barron’s Group 4:00 pm – 4:30 pm ET Live Q&A Breakout: Markets and the Election: The Way Forward   David will be available to answer your questions for 30 minutes following the airing of his session. 4:00 pm – 4:30 pm ET Disruption, ESG, and the Future of Wealth Management   Carol Geremia, President & Head of Global Distribution, MFS Investment Management Heather Lord, Head of Strategy and Innovation, Global Head of ESG, Capital Group Moderated by: April Ferrell, Global Managing Director, Wealth & Asset Management, Barron’s Group 4:30 pm – 5:00 pm ET Live Q&A Breakout: Disruption, ESG, and the Future of Wealth Management   Carol Geremia, President & Head of Global Distribution, MFS Investment Management Heather Lord, Head of Strategy and Innovation, Global Head of ESG, Capital Group Moderated by: Aprile Burns, Managing Director, National Accounts, MFS Investment Management 4:30 pm – 5:00 pm ET Life Lessons on Leadership, Success, and Inclusion   Billie Jean King, Former Professional Tennis Player, Activist Interviewed by: Alison Rooney, Managing Director, Wealth Management, Barron’s Group

Tuesday, December 8

3:00 pm – 3:15 pm ET What Comes After ‘Once in a Lifetime’   Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management 3:15 pm – 3:45 pm ET Future of Fixed Income - 2021 and Beyond   Lisa Hornby, Head of US Multi-Sector Fixed Income, Schroders Michael Lillard, Head of Fixed Income and CIO, PGIM Fixed Income Moderated by: Anna Winderbaum, Morgan Stanley Private Wealth Management 3:45 pm – 4:15 pm ET Live Q&A Breakout: Future of Fixed Income - 2021 and Beyond   Lisa & Michael will be available to answer your questions for 30 minutes following the airing of their session. 3:45 pm – 4:15 pm ET Leading Culture & Communication on Your Team   Kathleen Malone, Wells Fargo Advisors Mary Ellen Valliant, Raymond James Financial Services, Inc. Johanna Walters, Merrill Lynch Wealth Management Moderated by: Sterling Shea, Head of Wealth & Asset Management, Barron’s Group 4:15 pm – 4:45 pm ET The Living Zoom   Lisa Kueng, Director, Creative Campaigns, Invesco Consulting, Invesco 4:45 pm – 5:15 pm ET Live Q&A Breakout: The Living Zoom   Lisa will be available to answer your questions for 30 minutes following the airing of her session. 4:45 pm – 5:00 pm ET Climb, Pause, Lift - Own the Future By Shaping the Now   Lisa Cregan, Managing Director, Regional Director of Mid-Atlantic Region, Morgan Stanley Wealth Management

Wednesday, December 9

3:00 pm – 3:30 pm ET Client Service: What Works, What Doesn’t, and What are the Expectations   Laura Cheeley, RBC Wealth Management Judy Fredrickson, UBS Financial Services, Inc. Sarah Springer, Baird Moderated by: Sterling Shea, Head of Wealth & Asset Management, Barron’s Group 3:30 pm – 4:00 pm ET Investing in a Transitioning World: Opportunities & Challenges in Emerging Markets & ESG   Amber Fairbanks, Portfolio Manager, Mirova, Natixis Investment Management Patricia Ribeiro, Senior Portfolio Manager, American Century Investments Moderated by: Sylvia Guinan, Wells Fargo Advisors 4:00 pm – 4:30 pm ET Live Q&A Breakout: Investing in a Transitioning World: Opportunities & Challenges in Emerging Markets & ESG   Amber Fairbanks, Portfolio Manager, Mirova, Natixis Investment Management Patricia Ribeiro, Senior Portfolio Manager, American Century Investments Moderated by: Stacy Bernstein, Head of Financial Intermediaries, American Century Investments 4:00 pm – 4:30 pm ET Behavioral Finance: Thriving in the Grey Zone   Kate Livingston, Managing Partner, CMS Associates, sponsored by Amundi Pioneer 4:30 pm – 5:00 pm ET Live Q&A Breakout: Behavioral Finance: Thriving in the Grey Zone   Kate will be available to answer your questions for 30 minutes following the airing of her session. 4:30 pm – 5:00 pm ET Breaking Money Silence Across Generations   Kathleen Burns Kingsbury, Founder, KBK Wealth Connection

Thursday, December 10

3:00 pm – 3:15 pm ET The New Normal: Key Themes Shaping Wealth Management   Kirstin Hill, COO, Merrill Lynch Wealth Management 3:15 pm – 3:45 pm ET Alternatives - Opportunity in Uncertainty   Rachel Jacobs, Managing Director, Head of Intermediary Distribution, Client Solutions Group, Americas, Macquarie Asset Management Lalantika Medema, EVP, Alternative Credit Strategist, PIMCO Moderated by: Nancy Fahmy, Head of Alternative Investments and Specialty Asset Management, Bank of America 3:45 pm – 4:15 pm ET Live Q&A Breakout: Alternatives - Opportunity in Uncertainty   Rachel & Lalantika will be available to answer your questions for 30 minutes following the airing of their session. 3:45 pm – 4:15 pm ET Managing Teams - Analyzing Your Systems, Process, Capacity & Scale   Mary Deatherage, Morgan Stanley Private Wealth Management Kelly Tinsley, UBS Financial Services, Inc. Moderated by: Ray Sclafani, CEO, Clientwise 4:15 pm – 4:30 pm ET Disruptive Technology & Innovations: Finding Opportunity within a Crisis   Michael Lippert, Head of Technology Research and PM, Baron Opportunity Fund Interviewed by: Stephanie Gisriel, VP, Director, National Accounts, Baron Capital Group, Inc. 4:30 pm – 5:00 pm ET Live Q&A Breakout: Disruptive Technology & Innovations: Finding Opportunity within a Crisis   Michael & Stephanie will be available to answer your questions for 30 minutes following the airing of their session. 4:30 pm – 5:00 pm ET Managing Stress by Mastering Your Mind   Lindsay Troxell, Director, Knowledge Labs Professional Development, sponsored by Janus Henderson Investors 5:00 pm – 5:30 pm ET Live Q&A Breakout: Managing Stress by Mastering Your Mind   Lindsay will be available to answer your questions for 30 minutes following the airing of her session.

Friday, December 11

12:00 pm – 12:30 pm ET Marketing Your Practice & Your Personal Brand   Candace Hobbs, Edward Jones Thais Piotrowski, Ameriprise Financial Moderated by: Aditi Javeri Gokhale, Chief Commercial Officer and President, Investment Products and Services, Northwestern Mutual 12:30 pm – 1:00 pm ET Taking Your Team to New Heights: How to Build and Manage an Elite Team   Adrienne G. Aboyoun, Vice President – Sales Director, First Eagle Investment Management 1:00 pm – 1:30 pm ET Live Q&A Breakout: Taking Your Team to New Heights: How to Build and Manage an Elite Team   Adrienne G. Aboyoun, Vice President – Sales Director, First Eagle Investment Management Moderated by: Briana Fisher, National Accounts Manager, First Eagle Investment Management 1:00 pm – 1:30 pm ET The Dynamism of the US Retail Sector   Kate Moore, Head of Thematic Strategy, BlackRock Global Allocation Team Mari Shor, Senior Analyst, Columbia Threadneedle Investments Moderated by: Jack Otter, Editor at Large, Barron’s Group 1:30 pm – 2:00 pm ET Live Q&A Breakout: The Dynamism of the US Retail Sector   Kate Moore, Head of Thematic Strategy, BlackRock Global Allocation Team Mari Shor, Senior Analyst, Columbia Threadneedle Investments Moderated by: Caroline Holt, Strategic Relations Manager, Columbia Threadneedle Investments 1:30 pm – 1:45 pm ET Investing Through Challenging Times: Timeless Insights to Share with Clients   Chris Davis, Chairman and Portfolio Manager, Davis Advisors 1:45 pm – 2:15 pm ET Leading Teams Through Uncertainty and Crisis   General Nadja West, Former Commanding General, US Army Medical Command Interviewed by: Sterling Shea, Head of Wealth & Asset Management, Barron’s Group

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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.

Underwriters

Sponsors

Founded in 1958, American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Our commitment to delivering superior client outcomes led us to launching Avantis Investors in 2019, a new suite of broadly diversified, tax-efficient and cost-effective equity and fixed income solutions. Delivering investment results to clients enables American Century to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century and has received dividend payments of $1.6 billion since 2000. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. Together we can become a powerful force for good.

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.

First Eagle Investment Management is an independent firm that manages approximately $103 billion in assets for institutional and individual clients (Assets under management as of September 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.

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. www.investmentsandwealth.org

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value for clients by allocating capital responsibly. That takes Collective expertise – teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration, Risk management – the potential to recognize material risks and opportunities while managing long-term performance for clients, Long-term discipline – conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes.

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.

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2020, the
firm managed approximately $7.81 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate.

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.

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money, including individual investors, financial advisors and institutional investors. Together, they entrust us with $498 billion.* Our reach is expansive. We have built a global team of 2,000 people, including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our analysts are dedicated to finding original, actionable insights that are shared and debated with portfolio managers. Our independent oversight team works with portfolio teams to ensure a consistent approach and avoidance of unintended risks. Your success is our priority. *In U.S. dollars as of September 30, 2020. Source: Ameriprise Q3 Earnings Release. Contact us for more current data. Source of all data unless specified otherwise: Columbia Threadneedle Investments, as of September 30, 2020. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

The notion of "connecting" is powerful – it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver. Janus Henderson has more than 345 investment professionals, expertise across all major asset classes and clients spanning the globe, entrusting us with more than US$336.7bn*. *Assets under management, as at 30 June 2020.

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms. For more information, visit www.im.natixis.com/us/home

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.

Schroders is a world-class asset manager with a unique 215-year family-ownership history and a pioneering investment philosophy. We manage over $649 billion and through a global network of over 35 locations we aim to assist retail, institutional investors and Defined Contribution plans solve for a range of outcomes with excellence in traditional equity and fixed income, sustainability & impact, as well as distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure. Global heritage. Advanced thinking. Differentiated alpha. That’s Schroders. *data as of June 30, 2020

Amundi Pioneer Asset Management is the U.S. investment headquarters of parent company Amundi, among the world’s top 10 asset managers globally and the leader in Europe. Formed in 2017 following the acquisition of Pioneer Investments by Amundi, Amundi Pioneer has approximately $85 billion in assets (as of June 30th, 2020). The company offers a broad range of fixed income, equity, and multi-asset investment solutions to institutional and individual investors worldwide.

Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $23 billion in AUM as of October 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.

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.

Macquarie Investment Management (MIM) is a global asset manager with offices in the US, Europe, Asia, and Australia. In the US, retail investors recognize Delaware Funds® by Macquarie as one of the longest-standing mutual fund families, with more than 80 years in existence.

At PGIM Investments, we help meet the financial needs of investors by offering investment strategies across the global markets. We’re part of PGIM, the global investment management business of Prudential Financial, Inc.—a top-10 investment manager globally[1] and a company that individuals and businesses have trusted with their financial future for over 140 years. [1] Prudential Financial is the 10th-largest investment manager (out of 527) in terms of global assets under management based on the Pensions & Investments Top Money Managers list published on 6/1/2020. This ranking represents assets managed by Prudential Financial as of 3/31/2020.