This chapter highlights an innovative outdoor investment conference that prioritizes casual networking and meaningful interactions among financial professionals. It contrasts traditional formal events with a relaxed atmosphere aimed at fostering organic relationships and discussions on key industry topics. The episode delves into the evolution of the Registered Investment Advisor sector, emphasizing succession planning and the importance of engaging a diverse audience through modernized conference experiences.
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Matt Middleton, Founder & CEO of the Future Proof Festival, discusses bringing together the brightest minds and cutting-edge ideas from a variety of industry trailblazers and emerging voices. David Kelly, Chief Global Strategist at JPMorgan Asset Management, explains why the latest economic reports do not call for drastic Federal Reserve action. Scott Danner, Head of the Legacy Division at Steward Partners, talks about Building Elite Advisory Firms: Strategies for High Performance. And we Drive to the Close with Amanda Rebello, Head of Xtrackers Sales at DWS Group.
Hosts: Carol Massar and Barry Ritholtz. Producer: Paul Brennan.
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