Barron's Top Institutional Consultant Summit 2019 | Barron's Group | 2 May 2019 | New York City
Venue
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| Event Date | Thu May 2 EDT (over 5 years ago) |
| Location | New York City |
| Region | Americas |
Details
The fourth annual Top Institutional Consultants Summit brings together the industry's top thought-leaders for discussion on a variety of topics including:
• The Future of Institutional Consulting: Trends, Innovations & Evolutions
• New Business Strategies for Long-Term Growth
• Efficiency and Process in the Digital Age
Don't miss this opportunity to hear effective strategies for growing your business and delivering exceptional outcomes for your clients.
This event is intended for principals, senior producing partners and lead analysts of Institutional Consulting Teams.
Speakers
2019 Speakers
Keith Tanabe
Bank of America Merrill Lynch
Kristina Van Liew
Graystone Consulting, a business of Morgan Stanley
Mark Barnum
Managing Director of Investments, UBS Financial Services Inc.
Ira W. Carnahan
CFA, Portfolio Specialist, U.S. Equity, T. Rowe Price
Sebastien Page
Head of Global Multi-Asset, T. Rowe Price
Laura Kane
Executive Director of Investment Strategy, UBS Wealth Management
Bob Smith
President & CIO, Sage Advisory Services
Jim Detterick
Graystone Consulting, a business of Morgan Stanley
Ira Rapaport
New England Private Wealth Advisors, LLC
Eileen Pickard
Head of Global Institutional Consulting, Bank of America Merrill Lynch
Hemant Baijal
Co-Head of the Global Debt Team and Portfolio Manager, OppenheimerFunds
Chad Pigg
Bank of America Merrill Lynch
Rick Van Kuren
LVW Advisors
Jodie Gunzberg
Managing Director, Chief Investment Strategist, Graystone Consulting, A Business of Morgan Stanley
Joe Cavatoni
Managing Directory, World Gold Council
Karl Dasher
CEO North America & Co-Head of Fixed Income, Schroders
Nanette Abuhoff Jacobson
Managing Director & Multi-Asset Strategist, Wellington Management Company LLP, Global Investment Strategist for Hartford Funds
Ron Insana
Financial Journalist, Senior Advisor to Schroders
Pascal Finette
Chair for Entrepreneurship & Open Innovation, Singularity University
Sponsors & Partners
2019 Sponsors
• Investments & Wealth Institute
• OppenheimerFunds
• SAGE
• Schroders
• T.Rowe Price
• World Gold Council