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Event Date | Wed Sep 28 EDT - Fri Sep 30 EDT (in 4 months) |
Location |
The Breakers Palm Beach
1 S County Rd, Palm Beach, FL 33480, USA |
Region | Americas |
This summit is an annual elite gathering of the nation’s preeminent financial advisors, designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies. This unique summit offers attendees the opportunity to meet and network with the leaders and opinion-shapers of the financial advisory profession.
2021 Speakers
Greg Vaughan
Morgan Stanley, Private Wealth Management
Rod Westmoreland
Merrill, Private Wealth Management
Sterling Shea
Global Head of Wealth & Asset Management, Barron’s Group
Reagan Anderson
Senior Vice President of Government Relations, Capital Group
Daymond John
Businessman, Investor, Television Personality & Author
Alison Rooney
Global Managing Director, Wealth Management, Barron’s Group
Michael Schweitzer
Senior Vice President and Director of Distribution for High Net Worth, Capital Group
Chris Davis
Chairman and Portfolio Manager, Davis Advisors
Jack Otter
Editor at Large, Barron’s Group
Ghislain Gouraige
UBS Financial Services, Inc.
Courtney Moore
Merrill, Private Wealth Management
Lisa Keung
Director, Creative Campaigns, Invesco Consulting, Invesco
Penny Pennington
Managing Director, Edward Jones
David Eiswert
Portfolio Manager, Global Focused Growth Equity Strategy, T.Rowe Price
Jennifer Martin
Portfolio Specialist in the U.S. Equity Division, T. Rowe Price
Gary Cohn
Former Director of the National Economic Council & Chief Economic Advisor, Former President and COO of Goldman Sachs
Mandell Crawley
Head of Private Wealth Management, Morgan Stanley
David Bianco
CIO, DWS
Frank Kelly
Head of Political Affairs, DWS
Jennifer Garcia
Wells, Fargo Advisors
Ray Sclafani
CEO, Clientwise
Aimee Almeleh
SVP, Alternatives Strategist, PIMCO
Lyon Polk
Morgan Stanley, Private Wealth Management
Cady Johnson
SVP, Divisional Sales Manager, PIMCO
Andy Sieg
President, Merrill Lynch Wealth Management
Nicole Grogan
Managing Director, Head of Strategic Relationships, Americas at DWS
Elaine Meyers
JP Morgan, Securities
Richard Saperstein
Treasury, Partners
Jeffrey Kolitch
VP, Portfolio Manager, Baron Real Estate Fund and Baron Real Estate Income Fund
Steve Grill
Alex. Brown, a division of Raymond James
Tash Elwyn
President & CEO, Raymond James & Associates
Matt McLennan
Head of Global Value Team, First Eagle Investment Management
David Judice
VP, Head of Intermediary Sales and National Accounts, Baron Fund
Anirudh Kirtane
Head of Applied Research, First Eagle Investment Management
2022 Partners
MARQUEE PARTNER:
• State Street Global Advisors SPDR
SUMMIT PARTNERS:
• Capital Group American Funds
• Davis Advisors
• First Eagle Investment Management
• Invesco QQQ
• T.Rowe Price