Barron's Advisor Marketing Program
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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

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