Barron's Top Women Advisor Summit 2017 | Barron's Group | 29 November 2017 | The Breakers, The Breakers, 1 S County Rd, Palm Beach, FL 33480, US

The Barron's Top Women Advisors Summit brings together the best minds in the wealth management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry's most accomplished advisors— ​​in the interest of raising the standards of excellence in the wealth management profession.

​​This invitation-only event features a three-day curriculum, designed and presented by Barron's-ranked advisors and industry leaders. It includes strategies for improving outcomes, ideas on growing your business, and discussion on the challenges facing the wealth management industry.

2017 Speakers and Moderators:

Barbara Clancy
Executive Vice President, Head of Business Management & Strategy, U.S. Global Wealth Management, PIMCO

Alex Petrone
Vice President, Municipal Portfolio Manager, PIMCO

Robin Shanahan
Co-Chief Operating Officer, Managing Director, PIMCO

Mary Hoppe
Vice President and Account Manager, PIMCO

Maggie Doyne
CNN Hero of the Year and Founder of the BlinkNow Foundation

Marie Dzanis
Head of Intermediary and Wealth Distribution, Northern Trust Asset Management

Mary Ann Bartels
Managing Director, CIO of Portfolio Solutions, Bank of America Merrill Lynch

Penny Pennington
Edward Jones

Louise Gunderson
UBS Financial Services

Cheryl Young
Morgan Stanley Wealth Management

​Patricia Cutilletta
Morgan Stanley Wealth Management

Linda Duessel
Senior Equity Strategist, SVP, Federated Investors

Sharon French
Head of Beta Solutions, OppenheimerFunds

Melda Mergan
Deputy Head of Global Equities, Columbia Threadneedle Investments

Elizabeth Varley
Vice President, Federal Government Affairs Office, Columbia Threadneedle Investments

Julie Ragatz
Assistant Professor of Ethics, Director of the Cary M. Maguire Center for Ethics in Financial Services

Kristina Van Liew
Graystone Consulting, a business of Morgan Stanley

Deborah Briskin
Merrill Lynch Wealth Management

Lynn Faust
Raymond James

Valerie Newell
RiverPoint Capital Management

Anna Winderbaum
Morgan Stanley Private Wealth Management

Brooke Juniper
Portfolio Consulting Services—Head of New York Team, BlackRock

Kris Spazafumo
Senior Manager in the Investment Services Wealth Management Group, Capital Group home of American Funds

Chris Tidmore
Senior Investment Strategist, Vanguard

Raj Dhanda
President, Black Creek Group

Greg Moran
CIO, Black Creek Group

Evan Zucker
Co-Founder and Managing Director, Black Creek Group

Marsha Askins
Chief Communications Officer, UBS Group Americas

Allison Cooper
Former Women's Rights Activist at the United Nations

Svetlana GherziPh.D.
Behavioral Finance Specialist, UBS Financial Services, Inc.

Whitney LaneSpeech and Language Pathologist

Laura Lemle, Ph.D.
Founder & CEO, LC Lemle Real Estate Group, Founder & Chairperson, NVLD Project

Louise Armour
JP Morgan Securities

Jennifer Marcontell
Edward Jones

Kathy Roeser
Morgan Stanley Wealth Management

Mary Mullin
Merrill Lynch Wealth Management

Leslie Lauer
UBS Financial Services, Inc.

Marie Moore
Morgan Stanley Wealth Management

Keri Blair
Image Consultant & Founder, The Style Studio by Keri Blair

Pam Werner

Edward Jones

Steve Samuels
Bank of America Merrill Lynch

Kim Haws Falasco
Robert W. Baird

Erna Morgan McReynolds
Morgan Stanley Wealth Management

Kimberlee Orth
Ameriprise Financial

Kristine Delano
Managing Director, Head of Market Strategy, NextShares ​Solutions LLC

Alejandra Grindal
Senior International Economist, Ned Davis Research

David Schassler
Portfolio Manager, VanEck

Kavita Ramdas
Strategy Advisor, MADRE

Nadia Allaudin
Merrill Lynch Wealth Management

Venus Williams
Professional Tennis Player with 7 Grand Slam Titles, 4 Olympic Gold Medals, Fashion & Interior Designer

Alison Rooney
Content Development Manager, Barron’s

Tricia Kasner
Managing Director, Wealth & Asset Management, Dow Jones

Kristen Visbal
Sculptor, Creator of “Fearless Girl”

Brie Williams
Head of Practice Management, State Street Global Advisors

Ray Sclafani
CEO, ClientWise

Barbara Hudock
Hudock Capital Group, LLC

Elizabeth Mannen
Wells Fargo Advisors

Missy Spickler
Merrill Lynch Wealth Management

Emily Rubin
UBS Financial Services, Inc.

Sheri Taylor Gilchrist
CMO, PGIM Investments

Donn Goodman
Senior Vice President, Atalanta

Kathleen Burns Kingsbury
Wealth Psychology Expert, Founder, KBK Wealth Connection

Margaret Starner
Raymond James

Christopher Davis
Chairman & Portfolio Manager, Davis Advisors

Bob Doll
Senior Portfolio Manager & Chief Equity Strategist, Nuveen Asset Management

Emily Pachuta
CMO, Invesco

Valerie Garcia Houts
Merrill Lynch Wealth Management

Cathy Schnaubelt
Atlantic Trust Private Wealth Management

Debra Weiner
Stifel

Heather Leach
Ameriprise Financial

Fran Skinner
Co-Founder, AUM Partners, LLC

Judy Smith
Crisis Management Expert, Author & Inspiration for the Hit TV Show, Scandal

SPONSORS:
• AberdeenStandard
• American Funds
• Atalanta Sosnoff
• Baron Funds
• Blck Creek Group
• Black Rock
• Columbia Threadneedle
• Davis Advisors
• Deutsche Asset Management
• Federated
• First Eagle Investment Management
• Flexshares
• Powershares by Invesco
• J.P Morgan Asset Management
• Janus Henderson Investors
• OppenheimerFunds
• Neuberger Berman
• Next Shares Solution LLC
• Nuveen
• Pimpco
• PGIM Investments
• State Street Global Advisors SPDR
• Thornburg Investment Management
• USCF
• Vaneck
• Vanguard

TECHNOLOGY SPONSORS:
• Foundation Source
• Investment & Wealth Institute (formerly IMCA)