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Event Date | Thu Nov 10 EST (about 2 years ago) |
Location |
Convene
75 Rockefeller Plaza, New York, NY 10019, USA |
Region | Americas |
Thanks to surging interest rates, investors have had few places to hide in 2022. Stocks are in a fierce bear market and bonds are on track for their worst year in nearly a century. The good news is that for the first time in many years, the bond market appears to offer value, as investors can lock in risk-free 4% returns. Where might yields go from here? What are the best strategies for your clients’ bond portfolios?
Introducing the Barron’s Advisor Summit—a half-day event created in partnership with PIMCO designed to help you navigate short-term uncertainty in service of your clients’ long-term goals.
Experts will gather from across the country to share strategies for investing in the current environment and how to prepare for a changed regulatory landscape after the midterm election.
Reasons to Attend:
This 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
2022 Speakers
Steven Grill
J.P. Morgan Wealth Management
David Smith
Neuberger Berman
Matthew Somberg
Gottfried & Somberg Wealth Management, LLC
Libby Cantrill
Managing Director, Head of Public Policy, PIMCO
Daniel Hally
SVP Account Manager, Private Wealth Director, PIMCO
Daniel Hyman
Managing Director, Head of Agency MBS Portfolio Management, PIMCO
Lori Van Dusen
CEO, Founder, LVW Advisors
Matt Barthel
Executive Editor, Barron's Wealth & Asset Management Group
Jack Otter
Global Head, Barron's Wealth & Asset Management Group
MODERATOR:
Gino Gabbianelli
Vice President, Account Manager, PIMCO
2022 Partner
• PIMCO