Philadelphia Phorum

Join Great Valley Advisor Group, October 24 – 26, 2018, in Philadelphia, PA for our annual compliance conference.

What to Expect

  • Complimentary hotel reservations for two nights at The Bellevue Hotel – Philadelphia for IARs of Great Valley Advisor Group
  • Complimentary round trip airline tickets* (We recommend: On or before 4PM Wed 10/24/18 arrival; After 12PM Fri 10/26/18 departure) for IARs of Great Valley Advisor Group
  • A strong itinerary with industry leaders, as well as plenty of networking opportunities
  • Discussion on how to grow your business, creating your firms IPS/CEA, compliance, and business valuations
  • Home of this year’s Super Bowl LII Champions, The Philadelphia Eagles!

Wednesday, October 24, 2018

Hotel Check-inThe Bellevue – Philadelphia4:00PM
Meet & GreetThe Bellevue – Conservatory6:30PM – 8:30PM

Thursday, October 25, 2018


BreakfastThe Bellevue – Red Room8:00AM-8:45AM
Compliance OverviewGVA / Cipperman Compliance ServicesThe Bellevue – Red Room8:45AM-9:30AM
The Elements of Referrability (Workshop)John AndersonThe Bellevue – Red Room9:30AM-10:15AM
BreakThe Bellevue – Red Room10:15AM-10:30AM
Global Investment Themes From Wellington MgmtTom Spicer, CFAThe Bellevue – Red Room10:30AM-11:15AM
FS InvestmentsRobert HoffmanThe Bellevue – Red Room11:15AM-12:00PM
LunchThe Bellevue – Red Room12:00PM-1:00PM
VictorySharesJoseph GearyThe Bellevue – Red Room1:00PM – 1:45PM
Opportunities in Global Income MarketsBradford W. Godfrey, CFAThe Bellevue – Red Room1:45PM – 2:30PM
Practice Acquisition Planning & StrategiesGreg GessertThe Bellevue – Red Room2:30PM – 3:15PM
Closing RemarksThe Bellevue – Red Room3:15PM – 3:30PM
Free TimePhiladelphia, PA3:30PM – 5:30PM
Cocktails / DinnerEstia5:30PM – 7:30PM
ActivityLucky Strike8:00PM – 10:00PM

Friday, October 26, 2018

BreakfastThe Bellevue – Red Room8:00AM-8:45AM
Fixed Income: What makes sense today and how to position moving forward.Jake Anonson, CFA, CAIAThe Bellevue – Red Room9:00AM-9:45AM
Factor Investing: Simple, but not EasyWesley Gray, Ph.D.The Bellevue – Red Room9:45AM-10:30AM
ClosingThe Bellevue – Red Room10:30AM-11:00AM

Thank You to our Sponsors!


LPL Financial
Hartford FundsFS Investments
Principal Financial
JP MorganMass Mutual

*For eligible advisors only