Venue
Convene
Convene, 75 Rockefeller Plaza, New York, NY 10019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Nov 10 EST (about 2 years ago)
Location Convene
75 Rockefeller Plaza, New York, NY 10019, USA
Region Americas
Details

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

Speakers

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

Sponsors & Partners

2022 Partner

• PIMCO