Agenda

View the agenda for Strategy Forum 2025 and browse sessions, speakers, and available CE.

Conference Schedule

Sunday, November 16, 2025

2:00 pm - 3:40 pm: Optional Pre-Conference Workshop (included with registration)
4:00 pm - 5:00 pm: Optional Women in Wealth Session
5:00 pm - 6:00 pm: Reception

Monday, November 17, 2025
7:00 am - 8:00 am: Breakfast
8:00 am - 12:10 pm: General Session and Education Breakouts
12:10 pm - 1:30 pm: Lunch
1:40 pm - 3:40 pm: Education Breakouts
3:40 pm - 5:30 pm: Extended Workshops
5:30 pm - 6:45 pm: Reception

Tuesday, November 18, 2025
7:00 am - 8:00 am: Breakfast
8:00 am - 11:45 am: General Sessions

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Day 1 - Afternoon

General Information

Registration/Information Desk Open

12:00 pm - 6:00 pm, Sunday, Nov 16, 2025

Pre-Conference Workshops

2 CE

Differentiating Your Practice with Alternatives

2:00 pm - 3:40 , Sunday, Nov 16, 2025

Presenters:

Greg Gore, CFA^®, Client Portfolio Manager, North America, Invesco Real Estate

David Thomas, CRPC^®, Senior Director, Executive Consultant, Invesco

Drew Thornton, CFA^®, Head of Thought Leadership, Invesco Investment Solutions

Financial advisors are uniquely positioned to differentiate their practices and meet more of the investment goals for their high-net-worth clients by strategically incorporating alternatives. This comprehensive program will explore how you can effectively leverage alternatives to benefit both your clients and your practice.

Learning Objectives:

Identify the compelling reasons to talk to your clients about alternatives now.
Understand the role alternatives can play in your client’s portfolios.
Receive practical guidance on implementing alternatives into your practice.
Learn timely opportunities in real estate.

Pre-Conference Workshops

1 CE

Women in Wealth: Women at the Helm

4:00 pm - 5:00 pm, Sunday, Nov 16, 2025

Presenters:

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

Mary Mock, Senior Vice President, Head of Distribution, Touchstone Investments

Hannah Walden, Director of Education Operations, Investments & Wealth Institute

Rachel Melroy, CFP^®, Senior Vice President, Private Wealth Advisor, Capital Group

Michelle Smith, CDFA^®, Managing Partner, Financial Advisor, Savant Wealth Management

Women often face unique financial challenges during life transitions such as loss, divorce, or separation. This session explores how financial professionals can help women rebuild their financial identity with confidence and clarity. Attendees will gain insight into investment strategies tailored to women’s evolving needs, learn how emotional intelligence can strengthen financial planning conversations, and discover practical ways to build trust and long-term client relationships. By combining empathy with expertise, advisors can empower women to make informed decisions and feel supported on their financial journeys.

Learning Objectives:

Identify strategies to support women in rebuilding their financial identity after major life transitions such as loss or separation.
Understand techniques that reflect women’s evolving financial goals, priorities, and risk preferences.
Demonstrate how emotional intelligence can be used to strengthen trust, communication, and long-term relationships with women clients.