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Barron’s Advisor is once again partnering with the Chartered Institute for Securities & Investment (CISI) to bring top ranked wealth management professionals from around the world for a unique invitation-only event in London on 16 October 2019. Please join us to hear the most experienced professionals sharing how they are delivering deeper value for their clients, driving momentum in their business, and taking a look at trends affecting wealth management worldwide.
Space is limited and will be allocated on a first come first served basis. |
12:00 pm – 1:00 pm
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Registration and Lunch
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1:00 pm – 2:00 pm
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Strategic Vision: Insights from Top U.S. and Australia Advisers
Patti Brennan, Key Financial, Inc. Scott Carmichael, Escala Partners Moderator: Sterling Shea, Global Head, Wealth & Asset Management, Barron's Group |
2:00 pm – 2:50 pm
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Macro Risks and Opportunities in Today's Market
Martyn Hole, Equity Investment Director, Capital Group Karen Ward, Chief Market Strategist EMEA, J.P. Morgan Asset Management Moderator: Beverly Goodman, Editorial Director, Investing & Asset Management, Barron’s |
2:50 pm – 3:10 pm
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Refreshment Break
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3:10 pm – 4:00 pm
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Critical Themes to Consider for the UK Advisor of the Future
Carolyn Gowen, Bloomsbury Wealth David Hearne, Satis Wealth Management Moderator: Helen Anderson, Head of Marketing and Communications, Chartered Institute for Securities & Investment |
4:00 pm – 4:30 pm
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Time Mastery for Leaders
Carmel Moore, Director, One Moment Company |
4:30 pm – 6:00 pm
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Cocktail Reception
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Space is limited. Register today.
Registration is being managed by our partner for the event—CISI. If you are already a member with CISI, please register using the member registration button below. All other registration inquiries can go through the "general invite request" button.