Attendees will participate in 1 of the 3 concurrent Immersive Sessions.
20/20 Vision: Advisor Talent Today and Tomorrow
Moderator: Carolyn Clancy, Executive Vice President, Head of Broker-Dealer Segment
Mark Albers, Founder, Albers & Associates Consulting
Jeff Bischoff, Founder and President, Old Greenwich Consultants
Salene Hitchcock-Gear, President, Prudential Advisors
Amy Philbrook, Head of Diversity and Inclusion, Fidelity Investments
By 2020, industry analysts project a 10,000 advisor shortfall. That’s 2 years away! This panel of industry leaders explores what firms are doing to recruit, retain and grow the advisor force of the future, as well as the risks of not focusing on this critical topic.
Accelerating Growth: Capital Sources for the Wealth Management Industry
Moderator: David Canter, Executive Vice President,
Head of the RIA Segment
Stewart Gross, Managing Director, Lightyear Capital
Rajini Sundar Kodialam, Co-Founder, Focus Financial Partners
Richard Lampen, President and CEO, Ladenburg Thalmann
Lane MacDonald, President and Chief Investment Officer, FMR Diversified Investments
Danny Rodriguez, Partner, Lee Equity Partners
Todd Thomson, Co-Founder and Chairman, Dynasty Financial Partners
Private equity and venture capital are flowing into the wealth management space. This panel of leaders will talk about the options that abound for leaders in search of capital: from self-funding to private equity to accessing public capital.
Macro-Research: 10 Mind-Blowing Charts
Jurrien Timmer, Director of Global Macro, Fidelity Investments
Known for sharing perspectives shaping the investment world, Jurrien brings you the 10 charts that will drive you to think in new ways against an ever-changing backdrop.