Barron’s Women Summit 2019 | Barron's Group | 4 December 2019 | The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

The Barron's Women 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 women advisors—in the interest of raising the standards of excellence in the wealth management profession.​​This three-day event is designed and presented by Barrons-ranked advisors and industry leaders. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.

2019 Speakers

Phillipa Healy
Senior Vice President, Marketing Manager, PIMCO

Mary Hoppe
Senior Vice President, Account Manager, PIMCO

​Mary Mullin
Merrill Lynch Wealth Management

Avi Sharon
Executive Vice President, Product Strategist, PIMCO

Barbara Clancy
Executive Vice President, Head of Private Client Group, PIMCO

Joe Piombino
Manager, Financial Education, Barron's Group

Grace Coddington
Former Creative Director at Large, American Vogue Magazine

Tricia Kasner
Former Managing Director, Barron's Group

Jennifer Povlitz
Division Director, UBS Financial Services

Daniella Mayer
Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP

Shannon Simpson
Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP

Laura Wasser
Celebrity Divorce Attorney, Wasser Cooperman & Mandles, LLP

Stephanie Stiefel
Neuberger Berman

Valerie Garcia Houts
Merrill Lynch Wealth Management

Elizabeth Weikes
JP Morgan Securities

Kathy Roeser
Morgan Stanley Wealth Management

Jan Blakeley Holman
Director of Advisor Education, Thornburg Investment Management

Jean Dunn
Vice President, Client Loyalty Insights Leader, T. Rowe Price

Nikki McIlwaine
Edward Jones

Rachel Betton
Senior Vice President, Municipal Bond Portfolio Manager, PIMCO

Robert DiMella, CFA
Executive Managing Director, Co-Head of MacKay Municipal Managers, MacKay Shields, a New York Life Investments Company

Lainie Minnick
Managing Director, Head of Debt Capital Markets & Chief Financial Officer, Black Creek Group

Debra Brede
D.K. Brede Investment Management Co.

Lee DeLorenzo
United Asset Strategies

​Tiffany Kellner
UBS Financial Services Inc.

Karen McDonald
Morgan Stanley Wealth Management

Ray Sclafani
CEO, ClientWise

Mona Mahajan
Portfolio Manager and US Investment Strategist, Allianz Global Investors

Daniela Mardarovici
Division Director, Macquarie Investment Management

Gabriela Santos
Global Market Strategist, JP Morgan Asset Management

Reshma Kapadia
Senior Writer, Barron’s

Rachel Gottlieb
UBS Financial Services Inc.

Nancy Popovich
Baird

Susan Riley
Ameriprise Financial Inc.

Nelrae Ali
Wells Fargo Advisors LLC

Deborah Cunningham
Chief Investment Officer, Global Liquidity Markets, Federated Investors

Amber Fairbanks
Portfolio Manager, Mirova, an affiliate of Natixis Investment Managers

Ali Weiner
ESG Investment Strategist, State Street Global Advisors

Cheryl Young
Morgan Stanley Wealth Management

Nanette Abuhoff Jacobson
Multi-Asset Strategist, Wellington & Global Investment Strategist, Hartford Funds

Hanneke Smits
CEO, Newton Investments Management, A BNY Mellon Investment Management Affiliate

Carmel Wellso
Director of Research, Portfolio Manager, Janus Henderson Investors

Jack Otter
Editor at Large, Wealth & Asset Management, Barron’s Group

Melissa Milanak
Clinical Assessment Advisor - National Accounts, Psychological Assessment Resources

Donna Di Ianni
Merrill Lynch Wealth Management

Missy Spickler
Merrill Lynch Wealth Management

Jane Newton
RegentAtlantic

Jennifer Leming, FSA, MAAA
Principal, Mercer

Jean Young
Senior Research Analyst, Vanguard Center for Investor Research

Leslie Geller
Wealth Strategist - High Net Worth, Capital Group, Home of American Funds

Abra Hovgaard
Edward Jones

Michelle Young
Ameriprise Financial

Amy Parvaneh
CEO, Select Advisors Institute

Lori Lucas
President & CEO, Employee Benefits Research Institute

Elizabeth Varley
VP Federal Government Affairs, Columbia Threadneedle Investments

Danielle Carnett
Head of IBD and RIA Distribution Channels, Nuveen

Karen Lutomski
Managing Director, Western Region Manager, Nuveen Wealth Advisory Group

Amy O'Brien
Senior Managing Director, Head of Responsible Investing, Nuveen

Anna Winderbaum
Morgan Stanley Private Wealth Management

Marie Moore
Morgan Stanley Wealth Management

Margaret Starner
Raymond James & Associates

Beverly Goodman
Editorial Director, Investing and Asset Management, Barron’s

Jo Malone CBE
Founder & Creative Director, Jo Loves

Alison Rooney
Senior Manager, Content Development, Wealth & Asset Management, Barron's Group

Michelle Meyer
Head of U.S. Economics, Bank of America Merrill Lynch

Amy Florian
CEO, Corgenius

Suzanne Christiansen
Chair, Women’s Network Governance Council, Invesco

Washington Dender
Head of Human Resources, Invesco

Lisa Kueng
Director Creative Campaigns, Invesco Consulting

Julie Wainwright
Founder and CEO, The RealReal

Alison Rooney
Senior Manager, Content Development, Wealth & Asset Management, Barron's Group

2019 Sponsors

TECHNOLOGY & SERVICES SPONSORS:
• Foundation Source
• Investments & Wealth Institute
• The Options Industry Council
• Scanlan Theodore

SPONSORS:
• Allianz Global Investors
• Amundi Pioneer Asset Management
• Baron Capital
• Balck Creek Group
• BNY Mellon Investment Management
• Capital Group American Funds
• Columbia Threadneedle
• DWS
• Federated
• HartfordFunds
• Invesco
• Janus Henderson Investors
• J.P.Morgan Asset Management
• Macquarie
• Natixis
• New York Life Investments
• Nuveen
• Pimco
• State Street SPDR
• Thornburg
• Touchstone Investments
• T.RowePrice
• USCF
• Vanguard