Barron’s Women Summit

December 1-3, 2021
In Person + Virtual

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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.