Nashville Regional SummitApril 9, 2019 The Westin Nashville
3:00–4:00 pm
Constructing and Managing a Synergistic Team I-W The 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,
commu-nicating 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
met-aphor 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.
Paul Blease, Director, CEO Advisor Institute
4:00–4:50 pm
Market Themes and Observations CFP I-W
Jack Otter has had the opportunity to discuss and analyze key
trends in today’s market with various prominent investors. His
presentation will deliver an insightful look into what themes are
recurring, and where advisors should look to invest in 2019 and
beyond.
Jack Otter, Associate Publisher, Wealth & Asset Management,
Barron’s Group
4:50–5:00 pm
Top Advisors Award Reception
5:00–6:00 pm
Cocktail Reception
12:00–1:00 pm
Registration and Lunch
1:00–1:10 pm
Welcome AddressApril Ferrell, Global Managing Director, Wealth
& Asset Management, Barron’s Group
1:10–2:00 pm
Global Opportunity CFP I-W This session highlights the various
long-term structural trends changing the world. Commerce is
increasingly happening across borders as consumption patterns
become more diverse and the global middle class grows. Many
U.S.-based investor’s portfolios, however, do not reflect this new
reality. A U.S.-centric “home bias” puts investors at risk of
missing global opportunities poised to succeed in the future. Brian
Levitt, Senior Investment Strategist at OppenheimerFunds,
highlights specific global growth drives and provides a framework
for portfolio construction.
Brian Levitt, Senior Investment Strategist, OppenheimerFunds
2:00–2:50 pm
Strategic Vision: How to Navigate Business Trends to Come I-W In
this interactive panel discussion, 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 how to strategize your
business plan, team structure, client service, and investments in
an unpredictable market.
William Liles, Baird
Brent Trentham, Ameriprise Financial Services, Inc.
Moderator: Jay Gentry, Southeast Division Manager,
OppenheimerFunds
2:50–3:00 pm
Break
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