Forbes | SHOOK Atlanta

This workshop will cover: team leadership and management, innovation and custom portfolios.

Agenda

Time, Session and Speaker

4:00 - 4:05pm

Welcome / Open Remarks

Jim Totten, Market Leader, Invesco

 

4:05 - 4:30pm

The Science Behind Success: How Every Advisor Should Plan for The Future

R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor

 

4:30 - 4:40pm

State of The Advisor

R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor

KT Gallo, Executive Consultant, Invesco Global Consulting

 

4:40 - 5:15pm

Constructing and Managing a Synergistic Team

KT Gallo, Executive Consultant, Invesco Global Consulting

 

5:15 - 5:20pm

Invesco QQQ ETF: Invest with Innovators

Jim Totten, Market Leader, Invesco

 

5:20 - 5:35pm

A View from the Top – A Panel Discussion on Optimizing Your Team

Moderator: KT Gallo, Executive Consultant, Invesco Global Consulting

Laura Wellon, UBS Wealth Management 

Graham Roberts, Morgan Stanley Wealth Management 

 

5:35 - 6:10pm

Customized Fixed Income Portfolios for HNW Clients

Tim Benzel, Head of Invesco Managed Accounts Fixed Income, Invesco

Nate Dierking, Divisional Sales Director 

 

6:10 - 6:15pm

Closing Remarks

Jim Totten, Market Leader, Invesco

 

6:15 - 7:30pm

Cocktails and Hors d’oeuvres