Agenda


View the agenda for Strategy Forum 2024 and browse sessions, speakers, and available CE.

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Conference Schedule

September 30, 2024
2:00 pm - 3:40 pm: Pre-con workshop
4:00 pm - 6:00 pm: Women in Wealth Program & Reception

October 1, 2024
7:00 am - 8:00 am: Breakfast
8:00 am - 12:10 pm: Programming
12:10 pm - 1:20 pm: Lunch
1:30 pm - 5:30 pm: Programming
5:30 pm - 6:30 pm: Reception

October 2, 2024
7:00 am - 8:00 am: Breakfast
8:00 am - 11:30 am: Programming

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Day 1 - Afternoon

Pre-Conference Workshops

2 CE

Create the Income Your High-Net-Worth Clients Need

2:00 pm - 3:40 pm, Monday, Sep 30, 2024

Presenters:

Danielle Singer, CFA®, Head of North America and EMEA Client Solutions, Invesco

Rick Casagrande, Team Lead, Portfolio Advisory, Invesco

Rene Reyna, CFP®, Head of Thematic and Specialty Product Strategy, Invesco

John Burrello, CFA®, CAIA®, Senior Portfolio Manager, Invesco

Constructing portfolios that meet the income needs of your high-net-worth clients is important—and challenging. This session will take a deep dive into how to think about allocating income portfolios and the various income strategies to help meet the needs of these important clients.

Learning Objectives:

  • Learn the principles and strategies for effectively allocating income portfolios tailored to high-net-worth clients.

  • Explore various alternatives to traditional income sources to enhance portfolio income and stability.

  • Understand how to use ETFs to generate consistent and reliable income streams for high-net-worth clients.

  • Discover ways to customize income solutions that balance tax efficiency and risk management objectives.

Pre-Conference Workshops

1.5 CE

Adapting to Change: Women Driving Excellence in Financial Advisory

4:00 pm - 6:00 pm, Monday, Sep 30, 2024

As the financial advice industry continues to evolve—from navigating the challenges of the pandemic to exploring exotic investments and embracing artificial intelligence—investment and wealth managers must adopt forward-looking and adaptive approaches. They must anticipate and respond to the impacts of elections, economic shifts, and unexpected challenges brought by their clients. In this session, we celebrate the achievements of women in the industry and explore how they persevere, adapt, excel, and deliver value to their high-net-worth clients. You’ll walk away with actionable ideas to implement in your practice and a sense of community and empowerment.

Learning Objectives:

  • Explore strategies used by successful women advisors to navigate industry challenges such as economic fluctuations and client dynamics

  • Understand the pivotal role of adaptability and forward-thinking in enhancing client relationships and service delivery

  • Discuss actionable insights to incorporate emerging trends in client conversations and asset allocation to benefit high-net-worth clients

"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."

CPWA Member