Keynote Speakers
Benjamin Zander
Conductor of the Boston Philharmonic
Co-author of The Art of Possibility
The Art of Possibility
Not Approved for CFP® credit
This transformational presentation explores leadership, teamwork, creativity, and partnership. It delivers a novel way of looking at the world that can have a lasting, beneficial effect. The stories, musical examples, and interactions with the audience are intellectually rigorous and more than entertaining. They promote both laughter and sudden, profound insights that lift the spirit and reach the heart.
Benjamin Zander has been the conductor of the Boston Philharmonic since 1979. In addition to his success and passion in conducting, he is also an accomplished speaker on the topic of leadership. His use of music to open people's minds is not only entertaining, it's effective. His strong partnership with Rosamund Stone Zander, a psychologist, resulted in this presentation and his co-authoring the book The Art of Possibility.
Watch Benjamin Zander's popular TED talk
Stephanie Kelton, Ph.D.
Chair, Department of Economics - University of Missouri, Kansas City
Where the Wild Things Aren't -- How Misplaced Fears about Government Finance Are Costing Us Trillions
Approved for 1 hour of CFP® credit
Stephanie Kelton will introduce us to a new way of thinking about money, debt and government finance. While the national conversation is dominated by people who are preoccupied with "fixing the debt", and "balancing the federal budget", Dr. Kelton asks whether the national debt is a legitimate problem and whether balancing the budget is a sensible policy goal. She'll discuss the operational side of money creation and government finance, and she will show why balancing the federal budget might be one of the most fiscally irresponsible things our government could do. Understood in the context of the workings of the modern monetary system, her insights make it clear why Washington seems to be getting it all wrong.
Mitch Anthony
The world of advice is changing; are you ready and equipped to deliver the value that your clients expect?
Not Approved for CFP® credit
This session will explore how attendees can move from ROI to ROL (Return on Life) based on Mitch’s Return on Life™ model and addresses the two major dilemmas experienced by many top advisors: (1) Differentiation in a 'me too' marketplace; and (2) compensation.
The existing value propositions of providing financial planning and asset management are all undergoing rapid commoditization. It is becoming increasingly difficult for advisors to differentiate themselves in a crowded, "me too" marketplace. The one value proposition that transcends becoming a commodity is the one that enables advisors to sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success is measured—Return On Life™.
Audience members will walk away with a stronger understanding of this new model as well as answers to the following questions:
- What is the next great value proposition that clients will be willing to pay for?
- What are the keys to building client connectivity that can't be broken?
- How do you speak to what matters most to your clients?
- How do you build a business model that is good for everyone involved: you, your client, and your organization?
Brian Singer, CFA
William Blair & Co
Finding Value While Navigating Risk - A Global Thematic Outlook
Approved for 1 hour of CFP® credit
As our world evolves, the market and economic environment continues to change. Building on a broad, timely view of the markets and currencies, this session identifies pervasive themes affecting global asset and risk capital allocation.
Mr. Singer will offer global market perspectives and share insight on finding value and how to manage risk. This session will share views on: Shifting market environments yielding opportunities in equities, bonds and currencies Chronic funding and solvency issues Restoring confidence in the Euroland and its global impact on asset prices and exchange rates Trends in global demographic and regulatory incentives Allocating capital across global markets and ideas for constructing durable portfolios.
