15 1123 TopWomen - Barron's Women · Media Boot Camp Jack Otter, Editor, Barron’s Magazine Jill Schlesinger, Business Analyst, CBS News ... Hyperion 360 Informal roundtable discussions
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2015
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7:00 am–6:00 pm | South LoggiaRegistration and Information Desk
7:00 am–8:00 am | Mediterranean BallroomBreakfast
8:00 am–8:10 am | Venetian BallroomGeneral SessionOpening Remarks and Welcome
Tricia Kasner, Managing Director, Marketing and Conferences, Barron’s
8:10 am–9:00 am | Venetian BallroomGeneral Session
Geena Davis, Award-Winning Actress and Founder, Geena Davis Institute on Gender in Media
9:00 am–9:15 am | Mediterranean BallroomRefreshment Break
9:15 am–10:05 am Concurrent Breakouts
The CircleAuthenticity: How to Differentiate Your Practice From Your Competitors
Dodee Crockett, Merrill Lynch Wealth Management
Jessica Jones, Edward Jones
Ponce 3Washington Update: Inside the Beltway CFP | IMCA
Libby Cantrill, Executive Vice President, PIMCO
Ponce 4Managing Your Public Image Within the Firm and In Your Community
Barbara Hudock, Hudock Capital Group, LLC
Kathy Roeser, Morgan Stanley Wealth Management
...continued on next column
Ponce 5Leveraging Technology For Efficiency, Relationship Building and Focusing on Real Priorities
Crystal Washington, Author and Technology Marketing Specialist
10:05 am–10:35 am | Mediterranean BallroomNetworking Break
10:35 am–11:25 amConcurrent Breakouts
The CircleHow to Engage, Motivate and Reward Performance Within Your Team
Jennifer Ellison, Bingham, Osborn & Scarborough, LLC
Susan Heuer, Merrill Lynch Wealth Management
Ponce 3Her Place At the Table: Negotiating Skills For Women IMCA
Carol Frohlinger, Esq., President, Negotiating Women Inc.
Ponce 4Media Boot Camp
Jack Otter, Editor, Barron’s Magazine
Jill Schlesinger, Business Analyst, CBS News
Ponce 5The State of the Liquid Alternatives Market CFP | IMCA
Tamara Burden, Principal and Managing Director, Milliman
Lara Magnusen, Portfolio Strategist and Portfolio Manager, Altegris Advisors
Mary Stephens Naphtal, Chief Operating Officer, P/E Investments
Moderated by Marie Moore, Morgan Stanley Wealth Management
ThursdayDecember 3, 2015
11:00 am–8:00 pm | South LoggiaCheck In and Registration
12:00 pm–2:00 pm | Ocean LawnNetworking Luncheon (Advisors only)
2:00 pm–4:00 pm | Ponce 4Pre-Conference WorkshopConstructing and Managing a Synergistic Team IMCA
Paul Blease, Director, OppenheimerFunds CEO Advisor Institute
KT Gallo, CEO Advisor Business Consultant, OppenheimerFunds
5:30 pm–6:30 pm | Mediterranean BallroomCocktail Reception (cocktail attire)
6:30 pm–8:30 pm | Venetian BallroomGala DinnerLeadership, Legacy and Authenticity: A Conversation Among Leaders
Dawn Hudson, Chief Marketing Officer, National Football League; Former President and CEO, Pepsi Cola North America
Paula Polito, Group Managing Director and Client Strategy Officer, Wealth Management Americas, UBS Financial Services, Inc.
8:30 pm–9:30 pm | Magnolia RoomTop 100 Cocktail ReceptionTop 100 Ranked Financial Advisors Past and Present
WednesdayDecember 2, 2015
2015
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11:25 am–11:40 am | Mediterranean BallroomRefreshment Break
11:40 am–12:20 pm | Venetian BallroomGeneral Session
Sallie Krawcheck, Founder, Ellevest and Chair, The Ellevate Companies
12:20 pm–1:30 pm | Venetian BallroomLunch
1:30 pm–1:45 pm | Mediterranean BallroomRefreshment Break
1:45 pm–2:35 pmConcurrent Breakouts
The CircleNetworking Strategies, Centers of Influence and Client Loyalty Ideas
Kim Haws Falasco, Robert W. Baird & Co.
Melissa Spickler, Merrill Lynch Wealth Management
Ponce 3Simple Strategies to Boost Your Brainpower
Heidi Hanna, Founder, Synergy
Ponce 4Millennial Investing: Thoughts, Strategies and Outcomes CFP | IMCA
Katherine Roy, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Asset Management
Interviewed by Louise Gunderson, UBS Financial Services, Inc.
...continued on next column
Ponce 5Folklore of Finance: How Beliefs and Behaviors Sabotage Success in the Investment Management Industry CFP | IMCA
Mirtha Kastrapeli, Senior Research Analyst, Center for Applied Research, State Street Global Advisors
3:55 pm–4:10pm | Mediterranean BallroomRefreshment Break
4:10pm–5:00 pm | Venetian BallroomGeneral SessionConnect Then Lead
Amy Cuddy, Global Business Leader and Harvard Business School Professor
5:00 pm–6:00 pm | Mediterranean BallroomCocktail Reception
Ponce 5The Great Debate: Active vs. Passive CFP | IMCA
Joel Greenblatt, Managing Principal and Co-Chief Investment Officer, Go-tham Asset Management
Duy Nguyen, Portfolio Manager, Chief Investment Officer, Invesco Solutions
Moderated by Shari Burns, Paragon/United Capital Financial Advisors
2:35 pm–3:05 pm | Mediterranean BallroomNetworking Break
3:05 pm–3:55 pm Concurrent Breakouts
The CircleThe Balancing Act: How to Achieve Personal and Professional Balance in Your Life
Deborah Montaperto, Morgan Stanley Private Wealth Management
Nicole Primack Andres, Merrill Lynch Private Banking and Investment Group
Moderated by Andrea Lisher, Managing Director, Head of North America, Global Funds, J.P. Morgan Asset Management
Ponce 3Succession Planning: From Thought to Action IMCA
Sarah Dale, President and Founder, Know No Bounds, LLC
Ponce 4Client Acquisition and Retention: How to Market to HNW Clients and Ask For Referrals
Marcella Behman, Merrill Lynch Private Banking and Investment Group
Laura Wellon, UBS Financial Services, LLC
...continued on next column
Thursday, December 3, 2015continued
Attendees of the Barron’s Top
Women Advisors Summit can
apply for 6 CE CFP credits and
10 CE (toward CIMA®/CIMC®/CPWA®
designations) hours.2015
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FridayDecember 4, 2015
6:30 am–8:00 am | Mediterranean BallroomBreakfast
7:00 am–7:45 am | Venetian BallroomDiscussion Groups (Pre-Registration Required)
Led by Judy Beatrice, Hyperion 360
Informal roundtable discussions about the issues that impact your business. The goal is to provide attendees with new ideas and a fresh perspective.
8:00 am–8:45 am | Venetian BallroomGeneral SessionA Transforming World: Themes and Trends in 2016 IMCA
Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, US Wealth Management, Merrill Lynch Wealth Management
8:45 am–8:55 am | Mediterranean BallroomRefreshment Break
8:55 am–9:45 am Concurrent Breakouts
Ponce 3Continuity Planning: How to Successfully Transition Your Business To the Next Generation IMCA
Patricia Cutilletta, Morgan Stanley Wealth Management
Cynthia Hewitt, Merrill Lynch Wealth Management
Ponce 4Credit Overload: Market Outlooks For 2016 CFP | IMCA
Bonnie Baha, Director, Global Developed Credit, DoubleLine Capital LP
...continued on next column
Ponce 5Presence With Purpose: Adding Impact to Executive Presentations and Conversations
Mary Civiello, President, Civiello Communications Group
Jane Hanson, Communications Coach, Civiello Communications Group
9:45 am–9:55 am | Mediterranean BallroomRefreshment Break
9:55 am–10:45 amConcurrent Breakouts
Ponce 3Team Management: Acquiring Talent, Staff Retention and Growth Planning IMCA
Mary Deatherage, Morgan Stanley Private Wealth Management
Nancy Popovich, Robert W. Baird & Co.
Ponce 4Uncovering the Hidden 1% For Continual High Performance IMCA
Maribeth Kuzmeski, MBA, CSP, President, Red Zone Marketing
Ponce 5Social Impact: The Evolution of Responsible Investing and Where It is Today CFP | IMCA
Debbie McCoy, Managing Director, Impact Investing Strategy, Scientific Active Equity, BlackRock
Amy O’Brien, Head of Responsible Investment, TIAA-CREF
Amy Roberts, National Account Manager, Columbia Threadneedle Investments
Moderated by Teresa Jacobsen, UBS Private Wealth Management
10:45 am–10:55 am | Mediterranean BallroomRefreshment Break
10:55 am–11:35 am | Venetian BallroomGeneral SessionFuture Perfect—A Discussion On Emerging Talent in Wealth Advisory IMCA
Rachel Gottlieb, Senior Vice President, Wealth Management, UBS Financial Services, Inc.
Crystal Ho, Senior Vice President, Morgan Stanley Private Wealth Management
Malia Morales, Senior Vice President, Investments, Private Wealth Advisor, Senior Portfolio Manager, Merrill Lynch Private Banking & Investment Group
Moderated by Kimberly Thekan, Director, Advisor Talent Strategies, Robert W. Baird & Co.
11:35 am | Venetian BallroomClosing Remarks
Sterling Shea, Associate Publisher, Head of Advisory and Wealth Management Programs, Barron’s
2015
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