Barron’s Australia Summit 2021 | Barron's | 23 February 2021 | Virtual
Venue
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| Event Date |
Wed Feb 24 AEDT - Thu Feb 25 AEDT (almost 4 years ago)
In your timezone (EST): Tue Feb 23 10:00pm - Thu Feb 25 2:30am |
| Location | Virtual |
| Region | APAC |
Details
Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly interdependent. While Barron’s Advisor celebrates the accomplishments of advisors, their success is often the by-product of excellent teams, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind Barron’s Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes.
This event is by invitation only and brings together elite-tier advisory teams for three days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management.
Barron’s Teams Summit is a unique opportunity to make sure every role on your team is addressed, including:
Principal Advisors, Managing Partners and Directors, Wealth Managers, Financial Advisors, Analysts, Investment Associates, Financial Planners, Research Associates, Marketing Associates, Development Officers, COOs, Office and Business Managers, Group Administrators, Senior Client Service Associates, Client Service Associates, Administrative Officers
Speakers
2021 Speakers
KEYNOTE SPEAKERS:
Kevin Gaskell
Former Group CEO of BMW GB, Former CEO of Porsche GB, and Former CEO of Lamborghini GB
MODERATORS:
Vijay Srinivasan
Head of Strategic Accounts, Colonial First State
David Simon
Executive Chairman and Principal Advisor, Integral Private Wealth
Sterling Shea
Global Head, Wealth & Asset Management, Barron's Group
Tim MacKay
Independent Financial Advisor, Quantum Financial
John Sullivan
Head of Client Development, Macquarie Virtual Adviser Network
Chris Mather
Head of Distribution, BT Financial
Scott Carmichael
Investment Advisor, Escala Partners
Sponsors & Partners
2020 Partners
PLATINUM PARTNER:
• BT
GOLD PARTNERS:
• Colonial First State
• Macquire
• MLC
• Morgan Stanley
SILVER PARTNERS:
• Fortnum Private Wealth
• Integral Private Wealth
• KODA
BRONZE SPONSOR:
• Perpetual
STRATEGIC SPONSORS:
• Fidelity International
• State Street Global Advisors
SPONSORS:
• BlackRock
• Franklin Templeton
• MFS Investment Management
• Pendal
• T.Rowe Price
• Vanguard