November 12, 2020  ​14:00 - 16:00 GMT / 9:00 - 11:00 ​EST

This virtual event—in partnership with the Chartered Institute for Securities & Investment (CISI)—includes two hours (2-4 PM GMT) of dynamic sessions unpacking critical questions and solutions for wealth managers in this unprecedented time of change.

​Highlights include practice management discussions with featured top wealth managers from the US and the UK, conversations on investment strategies to help combat volatility and opportunities to interact live with speakers and network amongst peers in the industry across the globe.

CISI MEMBER REGISTRATION

General invite REQUEST

Registration is being managed by the Chartered Institute for Securities & Investment (CISI). If you are already a member with CISI, please register using the member registration button. All other registration inquiries can go through the General Invite Request button.

14:00 – 14:30 GMT Strategic Vision: Insight from Top U.S. Advisers   Gerry Klingman, President, Klingman & Associates, LLC Valerie Newell, Principal, Managing Director, Mariner Wealth Advisors Moderated by: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group 14:30 – 15:00 GMT Future Trends in Responsible Investment for the Wealth Sector   Hector McNeil, Co-Founder and Co-CEO, HANetf Omar Sheikh, Managing Director, Global Ethical Finance Initiative Gabriela Herculano, CEO, Clima Investments Moderated by: Hamish Warnock, Senior Relationship Manager, Raymond James Investment Services & Chair, CISI's Wealth Management Professional Forum 15:00 – 15:30 GMT The 10 Things you Should be Doing Right Now to Retain Your Clients & Prospect for New Relationships   Eric Sheikowitz, Founder, Senior Managing Partner, Focus Partners Michael Silver, Founder, Senior Managing Partner, Focus Partners 15:30 – 15:50 GMT Peer Discussion Roundtables   Participants of the conference will be divided into small groups to discuss the question: “What is the single most strategic priority for your firm given the shift of priorities in the COVID-19 pandemic.” 15:50 – 16:00 GMT The Decade Ahead: International Trends in Wealth to Watch   Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group