TOP INDEPENDENT ADVISORS SUMMIT. TRUST in INNOVATION AGENDA Agenda

Transcription

1 TOP INDEPENDENT ADVISORS SUMMIT TRUST in INNOVATION AGENDA

2 2015 BARRON S TOP INDEPENDENT ADVISORS SUMMIT 5 Monday, March 23, :30 8:30pm Check In & Registration 12:00 2:00pm alls 5:30 6:30pm 6:30 8:30pm 8:30 9:30pm alls 7:00 6:00pm 7:00 8:00am 8:00 9:00am NETWORKING LUNCH Join us for an opportunity to network with your peers (Advisors Only) COCKTAIL RECEPTION DINNER & SPEAKER The Next 20 Years: The Future of Business & The Future of the Mind Michio Kaku, Henry Semat Chair in Theoretical Physics, City University of New York; Science Author and Radio/TV Host Top 100 Independent Advisors Reception For Ranked Advisors Past & Present Sponsored by KCG Registration / Information Desk Breakfast A Vision for the Future of Our Industry IMCA MODERATED BY: Sterling Shea, Barron s Bernard Clark, Executive Vice President, Advisor Services, Charles Schwab & Co., Inc. Tom Nally, President, TD Ameritrade Institutional Bob Oros, Executive Vice President, Head of RIA Segment, Fidelity Investments Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions, a BNY Mellon Company 9:00 9:15am Attendees of the Barron s Top Independent Advisors Summit can apply for 6 CE CFP credits and 9 CE hours (toward CIMA /CIMC /CPWA designations). Please have your badge scanned at the door of the session.

3 6 AGENDA 9:15 10:05 am 10:05 10:15 am 10:15 11:05am Building a Career Track for the Next Generation of Advisors IMCA Richard Buoncore, MAI Capital Management, LLC Grant Rawdin, Wescott Financial Advisory Group Lessons Learned in Assessing or Changing the Capital Structure of Your Firm IMCA Ted Cronin, Manchester Capital Management, LLC Stewart Massey, Massey, Quick & Co., LLC Innovate Your Brand, Market Your Mission Maribeth Kuzmeski, MBA, CSP, President, Red Zone Marketing Paul Pagnato, HighTower Smart Beta = Dumb Alpha Stephen Kwa, Senior Client Porfolio Manager, QEP at Schroders Shuffling the Deck: Practical Approaches to Re-Tool & Re-Organize Your Practice IMCA Scott Hanson, Hanson McClain Advisors Gerard Klingman, Klingman & Associates John Adams Vaccaro, Westport Resources Long/Short Value Investing: A Smoother and Smarter Way to be an Equity Investor Joel Greenblatt, Managing Principal and Co-Chief Investment Officer, Gotham Asset Management Understanding Market Expectations and Value Cycles Rafe Resendes, Co-Founder of The Applied Finance Group, and a founding Managing Director of Toreador Research and Trading Servicing a Mass-Affluent Client Base George Papadoyannis, Ameriprise Financial Scott Tiras, Ameriprise Financial

4 2015 BARRON S TOP INDEPENDENT ADVISORS SUMMIT 7 11:05 11:20am 11:20 1:30pm 1:30 1:45pm 1:45 2:35pm 2:35 3:00pm LUNCH Macro Risks and Opportunities in Today s Market MODERATED BY: Jeffrey Kleintop, Senior Vice President and Chief Global Investment Specialist, Charles Schwab & Co., Inc. Chris Alderson, Head of International Equity, T. Rowe Price Robert Boyda, Head of Global Asset Allocation and Senior Portfolio Manager, John Hancock Asset Management M&A s that Don t Work Out & Why? IMCA Marty Bicknell, Mariner Wealth Advisors Franklin Kettle, Founder, Managing Director, Colchester Partners Harnessing All Resources to Grow & Scale Your Business IMCA Neil Goldberg, GW & Wade Wealth Management Frank Marzano, GM Advisory Group The Rise of the Bionic Advisor IMCA Elliot Weissbluth, Chief Executive Officer, HighTower The Folklore of Finance: How Beliefs and Behaviors Sabotage Success in the Investment Management Industry Mirtha Kastrapeli, Senior Research Analyst, State Street Center for Applied Research NETWORKING BREAK An extended break to regroup and network with your peers Attendees of the Barron s Top Independent Advisors Summit can apply for 6 CE CFP credits and 9 CE hours (toward CIMA /CIMC /CPWA designations). Please have your badge scanned at the door of the session.

5 8 AGENDA 3:00 3:50pm 3:50 4:00pm 4:00 5:00pm 5:00 6:00pm The Female Advantage: The Benefits of Recruiting Women into Your Practice IMCA Robert Balentine, Balentine Robert Glovsky, The Colony Group, LLC Putting Value On Your Value: Quantifying Advisor s Alpha Donald Bennyhoff, Senior Investment Analyst, Vanguard Succession Planning Thinking Outside the Box IMCA David Grau Sr., JD, President, FP Transitions James Stack, Stack Financial Management The Energy Renaissance: Are We Done, Here? MODERATED BY: Dryden Pence, Pence Wealth Management Jason Lind, CFA, Head of Advisory Platforms and Product Management, RS Investments Brian Watson, CFA, Director of MLP Research, Senior Portfolio Manager, OFI SteelPath Creating Scale in Your Business IMCA MODERATED BY: John Furey, Advisor Growth Strategies, LLC John Burns, Co-CEO, Exencial Wealth Advisors Brent Brodeski, Savant Capital Management, LLC Ron Carson, Carson Wealth Management Group Jeff Concepcion, Founder & CEO, Stratos Wealth Partners Matt Cooper, Beacon Pointe Wealth Advisors, LLC COCKTAIL RECEPTION

6 2015 BARRON S TOP INDEPENDENT ADVISORS SUMMIT 9 Wednesday, March 25, :00 11:00am 7:00 8:00am 8:00 8:45am 8:45 8:55am 8:55 9:45am 9:45 9:55am Registration / Information Desk Breakfast The Art of Picking Best of Breed Stocks Will Danoff, VP, Portfolio Manager, Fidelity Equity Crowdfunding is Changing the World of Innovation Finance IMCA Anthony DeChellis, President, OurCrowd M&A s that Do Work Out & How? IMCA Rob Francais, Aspiriant Matthew Matrisian, Senior Vice President, Practice Management and Strategic Initiatives, AssetMark Lon Morton, Morton Capital Management Robo Advisors: Where Will We Fit In the Investment Landscape? IMCA Marie Dzanis, Senior Vice President and Head of Distribution, Northern Trust Asset Management Attendees of the Barron s Top Independent Advisors Summit can apply for 6 CE CFP credits and 9 CE hours (toward CIMA /CIMC /CPWA designations). Please have your badge scanned at the door of the session.

7 10 AGENDA Wednesday, March 25, :55 10:45am 10:45 11:00am 11:00 11:50am 11:50am Maximizing the Value of Human Capital IMCA Richard Burridge, RMB Capital Management Michael Nathanson, The Colony Group, LLC Re-Think, Re-Tool, & Revise Your Portfolio Construction MODERATED BY: Shirl Penney, Dynasty Financial Partners John Cadigan, Head of National Sales, Behringer Securities LP Brendan Murray, Senior Investment Director, Global Asset Allocation, Global Investment Strategies, Putnam Investments Aligned for Success: Approaches for Team Structure, Compensation and Equity Randy Conner, Churchill Management Group Jeff Huebner, Pointe Capital Management, LLC Quiet: The Power of Introverts Susan Cain, Writer & Lecturer, and Author of the New York Times Bestseller Closing Remarks