We remain dedicated to celebrating the industry’s top women advisors at the 2020 Barron's Women Summit. This year's Summit will be delivered as a new, virtual experience over the course of five days: |
|
Barron’s Women Summit
December 7-11, 2020 |
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.
|
NetworkingOur by invitation only conferences convene elite tier practitioners
|
Thought LeadershipWe pride ourselves in presenting the most forward-looking content
|
Practice ManagementThe industry's most successful advisors share their secrets
|
Continuing EducationMany of our sessions are eligible for CE credits
|
2020 Agenda
Monday, December 7
|
Tuesday, December 8
|
Wednesday, December 9
|
Thursday, December 10
|
Friday, December 11
|
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. 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. |
|