2018 Agenda

Chicago: May 2, 2018

7:45am – 8:30am

Registration and breakfast

8:35am – 8:45am

Opening remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

8:45am – 9:30am

Performance excellence of world class advisers: Asset acquisition through community involvement and philanthropic planning

A surprising 82% of Americans would like help with philanthropic planning, yet only 17% have ever been asked. Susan will share the proven strategies of advisers who have taken their business model to the next level by opening up a conversation about this area of wealth management to create a close bond with clients and their families. Learn how to host powerful client acquisition events that benefit your community, philanthropic family meetings that cement existing assets and garner new assets as well as how demonstrating your firm’s commitment to the community will attract new families to your brand.

Speaker:

Susan Kay, Vice President and Director of Business Development, MFS Fund Distributors, Inc.

8:45am – 9:30am

Performance excellence of world class advisers: Asset acquisition through community involvement and philanthropic planning

A surprising 82% of Americans would like help with philanthropic planning, yet only 17% have ever been asked. Susan will share the proven strategies of advisers who have taken their business model to the next level by opening up a conversation about this area of wealth management to create a close bond with clients and their families. Learn how to host powerful client acquisition events that benefit your community, philanthropic family meetings that cement existing assets and garner new assets as well as how demonstrating your firm’s commitment to the community will attract new families to your brand.

Speaker:

Susan Kay, Vice President and Director of Business Development, MFS Fund Distributors, Inc.

9:35am – 10:20am

Is Your Client’s Gender Costing Her a Fortune? How to Empower Women to Break Money Silence and Acquire More Wealth

Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.

Learn why the cost of money silence is especially high for women, the price women (and their families) pay for money silence, common myths about gender and money that hurt clients (and the financial services industry) as well as practical strategies for teaching women how to engage in wealth conversations at home and at work.

Speaker:

Kathleen Burns Kingsbury, Wealth Psychology Expert, Author and Founder, KBK Wealth Connection

10:35am – 11:15am

Lessons in leadership

Women are holding top leadership roles as some of the industry’s leading firms, but it’s still the exception rather than the norm. Our panel of female leaders will share the lessons they have learned along the way in their journeys to their current positions. Mentorship, continuous improvement, work-life balance and more will be covered in this frank discussion as well as addressing how they are parlaying their own experiences into helping both female advisers and investors.

Moderator

Suzanne Siracuse, VP/Publisher, InvestmentNews

11:20am – 12:05pm

Understanding—and implementing—the business case for diversity and inclusion

Embracing workplace diversity and inclusion is not only the right thing to do ethically, it’s also a smart practice that now, more than ever, is a key component to growth and success. Delving into recruitment, training, culture and communication, this panel will address the challenge of creating an environment that allows people to bring their true selves to the job, regardless of ethnicity, gender, age, disability or sexual orientation.

12:05pm – 1:05pm

Networking lunch

2:20pm – 2:35pm

Networking break

2:35pm – 3:15pm

The pursuit of absolute engagement

Learn how to intentionally design a business that supports the life you (really) want to live. Gain the tools to you need to design a compelling vision and how to tailor an engaging client and team experiences that support your vision.

Speaker

Julie Littlechild, VFounder, AbsoluteEngagemnet

3:20pm – 4:00pm

Spotlight Session: What you need to know about ESG investing

Today, environmental, social and governance investing—known as ESG— is creating diversification, returns and new client growth for savvy financial advisers. From 2014 to 2016, total global assets in responsible investing strategies rose 25% to $22.9 trillion, according to a report from the Global Sustainable Investment Alliance. Find out where we are and what’s next for this evolving sector. The panel will share their ideas for incorporating these cutting-edge strategies into your menu of offerings to appeal to existing clients and attract new ones.

4:05pm – 4:50pm

Segmentation strategies: Harnessing your passion to power your business

This panel will highlight the best practices of financial advisers who are segmenting their practices in different ways such as: special needs, military, values, diversity, professions etc. The panel will share how and why they turned their passions into niches that uniquely serve their clients—sharing their successes and hurdles along the way.

4:50pm – 5:00pm

Closing remarks

Suzanne Siracuse, VP/Publisher, InvestmentNews

5:00pm – 6:15pm

Networking cocktail reception

*Agenda subject to change.

Testimonials

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For over five years, the Women Adviser Summit has hosted over 1,600 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!

2018 Locations

Chicago | Boston | Denver | San Francisco

 


CHICAGO: May 2

Location:
The Westin Chicago River North
320 N Dearborn St, Chicago, IL 60654
(312) 744-1900
http://www.westinchicago.com
* We have a limited room block reserved at The Westin Chicago River North under InvestmentNews. The rate is $276 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

BOSTON: July 10

Location:
The Colonnade Hotel
120 Huntington Ave, Boston, MA 02116
(617) 424-7000
https://www.colonnadehotel.com
* We have a limited room block reserved at The Colonnade Hotel under InvestmentNews. The rate is $299 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

DENVER: September 13

Location:
The Westin Denver Downtown
1672 Lawrence St, Denver, CO 80202
(303) 572-9100
http://www.westindenverdowntown.com
* We have a limited room block reserved at The Westin Downtown Denver under InvestmentNews. The rate is $249 per night. Please click here or call the hotel and mention “InvestmentNews” to book your reservation.

SAN FRANCISCO: October 23

Location:
JW Marriott San Francisco Union Square
515 Mason St, San Francisco, CA 94102
(415) 771-8600
http://www.marriott.com/hotels
* We have a limited room block reserved at The JW Marriott San Francisco under InvestmentNews. The rate is $389 per night. Please call the hotel to book your reservation.

If you should encounter any difficulty making a reservation at any of the above hotels please contact Charles Chan Massey at charles@synaxismeetings.com for assistance.

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