Agenda

---

12:00 pm – 1:00 pm

R E G I S T R A T I O N   A N D  L U N C H

---

1:00 pm – 1:10 pm

W E L C O M E   A D D R E S S 
Sterling Shea, Associate Publisher, Head of Wealth Management Programs, Barron's

---

1:10 pm – 2:00 pm

Understanding Smart Beta and Fundamental Factors: The Case for Revenue   CFP  |  IMCA
Market capitalization weighted index funds have become an increasingly popular way for investors to gain access to a broad market. However, historically market cap has not always been the best indicator of stocks’ long-term performance. During this session Vince Lowry, previous founder and CEO of VLT Associates, and Drew Thornton will explain why using fundamental factors, and specifically revenue, has the potential to provide better than market returns with full transparency into the investment process.

• ​​​Vince Lowry, Lead Portfolio Manager, Oppenheimer Revenue Weighted Strategy Team
• Drew Thornton, Investment Strategist

---

2:00 pm – 2:50 pm

Vision in Action: Evolving Your Business for Success   IMCA
In this interactive panel discussion, three veteran advisors will share insights on how they are evolving and adapting their approaches to create better client outcomes and sustained growth in their business. Conversation topics will include best practices and lessons learned on managing teams, clients and investments in an unpredictable market. 

• Robert Balentine, Balentine
• Mary Ellen Garrett, Merrill Lynch Wealth Management
• Jim Hansberger, Morgan Stanley Private Wealth Management
• Jay Gentry, Divisional Manager, OppenheimerFunds Inc.  ( M O D E R A T O R )

---

2:50 pm – 3:00 pm

B R E A K

---

3:00 pm – 4:00 pm

Constructing and Managing a Synergistic Team   IMCA
The majority of FA associations that call themselves a team aren’t. In too many cases they are simply “working groups” that share ideas and resources, cover each other when they are out of the office, but still maintain their individual clientele. This model has all of the headaches and challenges that come with aligning, communicating and managing a team, with virtually none of the leverage and synergy that can make the team so much more productive than their sole practitioner brethren.  This program, using the metaphor of an army squad, teaches the power and efficiency that can come from a small team of highly specialized practitioners, unified around a common vision and goals, to ultimately win the battle for their clients as well as themselves.​

• ​​​Paul Blease, Director, CEO Advisor Institute SM

---

4:00 pm – 4:50 pm

The Future of Financial Advice   IMCA
Sterling Shea of Barron’s examines the critical trends influencing the development of the wealth management industry. The presentation will focus on the adjustments and strategic shifts successful advisors are making in order bolster momentum and deliver better, and more viable
outcomes..

• ​​​Sterling Shea, Head of Advisory Programs, Barron's

---

4:50 pm – 5:00 pm

B A R R O N ' S   T O P   A D V I S O R   A W A R D S 

---

5:00 pm – 6:30 pm

C O C K T A I L S   A N D   N E T W O R K I N G   R E C E P T I O N  

---

Attendees can apply for 1 CE CFP credits & 4 CE hours toward CIMA®/CIMC®/CPWA® designations. See registration desk for details.

DOWNLOAD pdf

S P O N S O R E D   B Y