Barron's 100 Summit 2019 | Barron's Group | 18 September 2019 | The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

The Barron's 100 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 advisors—in the interest of raising the standards of excellence in the wealth management profession. ​​This three-day event is designed and presented by Barrons-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.

2019 Speakers

Jason Bloom
Global Market Strategist, Invesco

A.J. Fechter
Morgan Stanley Private Wealth Management

Chris Hamilton
Head of Portfolio Advisory, Invesco Global Investment Solutions, Invesco

Kent Pearce
Merrill Lynch Wealth Management

Joe Lanza
Director, Financial Education, Barron's Group

Andrew McCabe
Former Acting & Deputy Director of the FBI

Sterling Shea
Global Head of Wealth & Asset Management, Barron’s Group

Rachel Wilson
Head of Cybersecurity, Morgan Stanley Wealth Management

Sonia Attkiss
UBS Financial Services Inc.

David Singer
Merrill Lynch Wealth Management

Ray Sclafani
CEO, ClientWise

Manish Gupta
Associate Portfolio Manager and Senior Research Analyst, First Eagle Investment Management

Mary Deatherage
Morgan Stanley Private Wealth Management

Deborah Montaperto
Morgan Stanley Private Wealth Management​

John Miller
Head of Municipals, Nuveen Asset Management

Purva Patel
Head of Municipal Client Portfolio Management, Nuveen Asset Management

David Bianco
Chief Investment Officer, Americas, Co-Head of Active Equity, Americas, DWS

Jill Mozer
Managing Director and National Sales Director, Black Creek Exchange

Brett Hayes
Wells Fargo Advisors Financial Network

Matt Prucha
Edward Jones

John Moninger
Managing Director, Retail Sales, Eaton Vance

Suzette Rothberg
Founder, Suzette Rothberg Consulting LLC, Consultant, Invesco

David Katz
Merrill Lynch Wealth Management

Richard Pluta
Merrill Lynch Wealth Management

David Bradin
Investment Specialist, Capital Group, Home of American Funds

David Mazza
Managing Director, Head of Product, Direxion

Kevin Baum
President & CEO, USCF

John Love
CIO, USCF

George Riedel
Head, U.S. Intermediaries, T. Rowe Price

Martin Small
Head of U.S.Wealth Advisory, BlackRock

Ian MacEachern
Head of Investment Products, Wells Fargo Advisors

Jen Meister
Wellness & Lifestyle Coach

Brian Pfeifler
Morgan Stanley Private Wealth Management

Jack Otter
Associate Publisher, Wealth & Asset Management, Barron’s Group

Brie Williams
Vice President, Head of Practice Management, SSGA

Fran Rodilosso
Head of Fixed Income ETF Portfolio Management, VanEck

Steve Gesing
Senior Vice President, Atalanta Sosnoff Capital

Aimee Almeleh
Senior Vice President, Alternatives Strategist, PIMCO

Steve Cassaday
Cassaday & Company, Inc.

Allison Felix
Cassaday & Company, Inc.

Brian Gallary
Head of Strategy & Consulting, First Trust Portfolios L.P.

Margaret O'Donnell
Manager of Military Engagement, Rutgers University Business School

Ann Treadaway
Office of Veteran & Military Program Services, Rutgers University

Gregory Peters
Managing Director and Senior Portfolio Manager, PGIM Investments

Daniel Shaykevich
Senior Portfolio Manager, Co-Head, Emerging Markets and Sovereign Debt, Vanguard

John Streur
President & CEO, Calvert Research and Management

Peyton Manning
Former NFL Quarterback, Motivational Speaker

Shawn Fowler
Morgan Stanley Private Wealth Management

Penny Pennington
Managing Partner, Edward Jones

Christopher Davis
Chairman, Davis Advisors

Robert Hormats
Vice Chairman of Kissinger Associates, Former Under Secretary of State

Michael Greenwald
Senior Advisor to the President & CEO, The Atlantic Council, Former United States Treasury Attaché

2019 Sponsors

SPONSORS:
• Capital Group American Funds
• Artisan Partners
• Atalanta Sosnoff
• Baron Capital
• Black Creek Group
• BlackRock
• BNY Mellon
• Davis Advisors
• Direxion
• DWS
• Eaton Vance
• Federated
• First Eagle
• First Trust
• Invesco
• Janus Henderson Investors
• Lyrical Asset Management
• Nuveen
• PGIM Investments
• PIMCO
• State Street Global Advisors SPDR
• T.Rowe Price
• USCF
• VanEcj
• Vanguard

TECHNOLOGY & SERVICES SPONSORS:
• Addepar
• Foundation Source
• Investements and Wealth Institute