Agenda
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12:00 pm – 1:00 pm
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R E G I S T R A T I O N A N D L U N C H
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1:00 pm – 1:10 pm
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W E L C O M E A D D R E S S
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1:10 pm – 2:00 pm
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Addressing Valuations in US Markets Through Different Weighting Methodologies CFP | IMCAWhile the current business cycle has reached an advanced age, we think the bull market for U.S. equities is far from over. Fully passive vehicles have become an increasingly popular way to gain access to a broad market, but simply replicating an index has limitations. Most indices weight securities by their market capitalization and market cap has historically not been the best indicator of future long-term returns. In this session, Vince Lowry, the Lead Portfolio Manager on Oppenheimer’s Revenue Weighed Strategy Team and Investment Strategist Drew Thornton will discuss the potential benefits of weighting index securities by a company fundamental. Weighting by revenue, in particular, can potentially lead to better long-term returns, while still providing the full transparency of process and broad market diversification that investors look for from index-based strategies.
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2:00 pm – 2:50 pm
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Vision in Action: Evolving Your Business for Success IMCAIn 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.
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2:50 pm – 3:00 pm
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B R E A K
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3:00 pm – 4:00 pm
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Constructing and Managing a Synergistic TeamThe 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.
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4:00 pm – 4:50 pm
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The Future of Financial Advice IMCASterling 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.
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4:50 pm – 5:00 pm
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B A R R O N ' S T O P A D V I S O R S A W A R D S
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5:00 pm – 6:30 pm
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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
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Attendees can apply for 1 CE CFP credits & 3 CE hours toward CIMA®/CIMC®/CPWA® designations. See registration desk for details.
