Barron’s Women Summit

December 2-4, 2020
The Breakers, Palm Beach

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 three-day 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

 

2019 Agenda

Wednesday

11:00 am – 8:00 pm Registration South Loggia 12:00 pm – 2:00 pm Networking Lunch Ocean Lawn Advisors Only 2:00 pm – 4:00 pm Pre-Conference Session Ponce 3 Income to Outcome: The Decumulation Dilemma Phillipa Healy, Senior Vice President, Marketing Manager, PIMCO Mary Hoppe, Senior Vice President, Account Manager, PIMCO Mary Mullin, Merrill Lynch Wealth Management Avi Sharon, Executive Vice President, Product Strategist, PIMCO Moderator: Barbara Clancy, Executive Vice President, Head of Private Client Group, PIMCO 4:00 pm – 4:50 pm Pre-Conference Session Ponce 3 Partnering to Improve Financial Proficiency for the NextGen of Leaders and Advisors Joe Piombino, Manager, Financial Education, Barron’s Group 5:00 pm – 6:30 pm Cocktail Reception Mediterranean Ballroom 6:30 pm – 8:30 pm Welcome Dinner and Speaker Venetian Ballroom A Conversation with Grace Coddington Grace Coddington, Former Creative Director at Large, American Vogue Magazine Interviewer: Tricia Kasner, Former Managing Director, Barron's Group 8:30 pm – 9:30 pm Top Advisor Reception Gold Room For Past and Present Ranked Advisors - Sponsored by Touchstone

Thursday

8:00 am – 6:00 pm Registration South Loggia 8:00 am – 9:00 am Breakfast Mediterranean Ballroom 9:00 am – 9:45 am General Session Venetian Ballroom Your Mission, Our Movement: The Moment Is Now Jennifer Povlitz, Division Director, UBS Wealth Management 9:45 am – 10:00 am Refreshment Break Mediterranean Ballroom 10:00 am – 10:50 am Breakouts The Circle Helping Your Clients Through Divorce Daniella Mayer, Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP Shannon Simpson, Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP Laura Wasser, Celebrity Divorce Attorney, Wasser Cooperman & Mandles, LLP Moderator: Stephanie Stiefel, Neuberger Berman Ponce 3 How to Hire: Finding the Right Fit and Retaining Staff in a Competitive Market Valerie Garcia Houts, Merrill Lynch Wealth Management Elizabeth Weikes, JP Morgan Securities Moderator: Kathy Roeser, Morgan Stanley Wealth Management Ponce 4 The Family Dynamics of Intergenerational Wealth Transfer Jan Blakeley Holman, Director of Advisor Education, Thornburg Investment Management Jean Dunn, Vice President, Client Loyalty Insights Leader, T. Rowe Price Moderator: Nikki McIlwaine, Edward Jones Ponce 5 Finding Yield - Three Perspectives Rachel Betton, Senior Vice President, Municipal Bond Portfolio Manager, PIMCO Robert DiMella, CFA, Executive Managing Director, Co-Head of MacKay Municipal Managers, MacKay Shields, a New York Life Investments Company Lainie Minnick, Managing Director, Head of Debt Capital Markets & Chief Financial Officer, Black Creek Group Moderator: Debra Brede, D.K. Brede Investment Management Co. 10:50 am – 11:05 am Refreshment Break Mediterranean Ballroom 11:05 am – 11:55 am Breakouts The Circle Transitioning Your Clients & Business Leadership to Your Team’s Next Top Advisor Lee DeLorenzo, United Asset Strategies Tiffany Kellner, UBS Financial Services Inc. Karen McDonald, Morgan Stanley Wealth Management Moderator: Ray Sclafani, CEO, ClientWise Ponce 3 China: Trade & Tariffs Mona Mahajan, Portfolio Manager and US Investment Strategist, Allianz Global Investors Daniela Mardarovici, Division Director, Macquarie Investment Management Gabriela Santos, Global Market Strategist, JP Morgan Asset Management Moderator: Reshma Kapadia, Senior Writer, Barron’s Ponce 4 How to Combat an Aging Book - What Keeps the Client of the Future Engaged? Rachel Gottlieb, UBS Financial Services Inc. Nancy Popovich, Baird Susan Riley, Ameriprise Financial Inc. Moderator: Nelrae Ali, Wells Fargo Advisors LLC Ponce 5 The Latest in ESG Trends & Research: Investing with Impact Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Investors Amber Fairbanks, Portfolio Manager, Mirova, an affiliate of Natixis Investment Managers Ali Weiner, ESG Investment Strategist, State Street Global Advisors Moderator: Linda Stephans, Graystone Consulting, a business of Morgan Stanley 11:55 am – 12:05 pm Refreshment Break Mediterranean Ballroom 12:05 pm – 1:05 pm General Session Venetian Ballroom Macro Risks and Opportunities in Today’s Market Nanette Abuhoff Jacobson, Multi-Asset Strategist, Wellington & Global Investment Strategist, Hartford Funds Hanneke Smits, CEO, Newton Investments Management, A BNY Mellon Investment Management Affiliate Carmel Wellso, Director of Research, Janus Henderson Investors Moderator: Jack Otter, Editor at Large, Wealth & Asset Management, Barron’s Group 1:05 pm – 2:00 pm Lunch Mediterranean Ballroom 2:00 pm – 2:10 pm Refreshment Break Mediterranean Ballroom 2:10 pm – 3:00 pm Breakouts The Circle Sleep & Anxiety - Understanding Your Needs for Optimal Performance Melissa Milanak, Ph.D., Licensed Clinical Psychologist and Executive Consultant Ponce 3 Unique Ways to Grow Your Business - Advisory Boards, Events & Philanthropic Efforts Donna Di Ianni, Merrill Lynch Wealth Management Missy Spickler, Merrill Lynch Wealth Management Moderator: Jane Newton, RegentAtlantic Ponce 4 Planning for Healthcare Costs in Retirement Jennifer Leming, FSA, MAAA, Principal, Mercer Jean Young, Senior Research Analyst, Vanguard Center for Investor Research Ponce 5 Advisor as Ally: Supporting Clients in Matters of Family Governance Leslie Geller, Wealth Strategist - High Net Worth, Capital Group, Home of American Funds 3:00 pm – 3:10 pm Refreshment Break Mediterranean Ballroom 3:10 pm – 4:00 pm Breakouts The Circle Articulating Your Value and Attracting New Clients Abra Hovgaard, Edward Jones Michelle Young, Ameriprise Financial Moderator: Amy Parvaneh, CEO, Select Advisors Institute Ponce 3 The Intersection of Policy and Politics Lori Lucas, President & CEO, Employee Benefits Research Institute Elizabeth Varley, VP Federal Government Affairs, Columbia Threadneedle Investments Ponce 4 Growth Through Technology and Innovation Danielle Carnett, Head of IBD and RIA Distribution Channels, Nuveen Amy O'Brien, Senior Managing Director, Head of Responsible Investing, Nuveen Moderator: Marina Buatti, Senior Marketing Director, Global Head of Marketing Programs, Nuveen Ponce 5 The Evolution of Estate Planning in an Advisory Practice and How it Benefits Client Engagement Marie Moore, Morgan Stanley Wealth Management Margaret Starner, Raymond James & Associates Moderator: Beverly Goodman, Editorial Director, Investing and Asset Management, Barron’s 4:00 pm – 4:10 pm Refreshment Break Mediterranean Ballroom 4:10 pm – 5:00 pm General Session Venetian Ballroom Lessons in Entrepreneurship, Leadership, and Brand Creation Jo Malone CBE, Founder & Creative Director, Jo Loves Interviewer: Alison Rooney, Senior Manager, Content Development, Wealth & Asset Management, Barron's Group 5:00 pm – 6:00 pm Cocktail Reception Mediterranean Ballroom

Friday

8:00 am – 11:00 am Registration South Loggia 8:00 am – 9:00 am Breakfast Mediterranean Ballroom 9:00 am – 9:45 am General Session Venetian Ballroom The State of the U.S. Economy Michelle Meyer, Head of U.S. Economics, Bank of America Merrill Lynch 9:45 am – 10:00 am Refreshment Break Mediterranean Ballroom 10:00 am – 10:50 am Breakouts Ponce 3 Your Aging Client: What Every Advisor Needs to Know About Dementia Amy Florian, CEO, Corgenius Ponce 4 What We’ve Learned: How to Establish a Successful Global Women’s Business Resource Group Suzanne Christensen, Chief Risk Officer & Head of the Global Invesco Women’s Network, Invesco Washington Dender, Head of Human Resources, Invesco Moderator: Lisa Kueng, Director Creative Campaigns, Invesco Consulting 10:50 am – 11:05 am Refreshment Break Mediterranean Ballroom 11:05 am – 11:45 am General Session Venetian Ballroom Finding Your Niche For Growth Julie Wainwright, Founder and CEO, The RealReal Interviewer: Alison Rooney, Senior Manager, Content Development, Wealth & Asset Management, Barron's Group

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

 

Accommodations

A spectacular resort destination on Florida’s Atlantic coast, The Breakers Palm Beach, has lured generations of discerning travelers to its idyllic, Italian-Renaissance setting. Experience the irresistible charm and storied history of this legendary oceanfront resort, which seamlessly blends with an amazing range of modern amenities. Feel the allure of its glamorous yet classic ambiance, the warmth and care of its devoted staff...you will quickly discover why The Breakers is a peerless destination, well beyond what you would expect of the finest luxury hotels and beachfront resorts in North America.

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