Agenda


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

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Conference Schedule

September 30, 2024

1:50 pm - 3:30 pm: Elite members only: Optional visit to Cboe
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

VIP Event

Elite Members only: Visit to Cboe with Bell Ringing Ceremony

1:50 pm - 3:30 pm, Monday, Sep 30, 2024

Learn more about the options industry, tour the trading floor, and participate in an Investments & Wealth Institute bell-ringing ceremony.

This tour has limited capacity, and spots will be filled on a first-come, first-served basis.

Transportation will be provided. Estimated arrival back to Loews is 3:30 pm - 3:40 pm.

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:

George Avery, CFA®, Senior Client Portfolio Manager, Invesco

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

Greg Gore, CFA®, Client Portfolio Manager, North America, Head of Private Markets Specialists, Invesco

Rick Casagrande, Team Lead, Portfolio Advisory, Invesco

Kent McGlincy, Client Portfolio Manager, Invesco

Danielle Singer, CFA®, Head of Alternatives Strategy, 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

Presenters:

April Ferrell, CIMA®, Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation

Sharon Oberlander, Managing Director, Merrill Lynch

Desiree Maldonado Irizarry, CIMA®, CPWA®, CFP®, Financial Advisor, Popular Securities, LLC

Colleen Ambrose, CFA®, Director of Fixed Income Markets, Capital Group, home of American Funds

Wendy Goodyear, Vice President, Financial Advisor Consultant, American Century Investments

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