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

Event Speaker Location Time
Hotel Check-in The Bellevue – Philadelphia 4:00PM
Meet & Greet The Bellevue – Conservatory 6:30PM – 8:30PM

Thursday, October 25, 2018


Event Speaker Location Time
Breakfast The Bellevue – Red Room 8:00AM-8:45AM
Compliance Overview GVA / Cipperman Compliance Services The Bellevue – Red Room 8:45AM-9:30AM
The Elements of Referrability (Workshop) John Anderson The Bellevue – Red Room 9:30AM-10:15AM
Break The Bellevue – Red Room 10:15AM-10:30AM
Global Investment Themes From Wellington Mgmt Tom Spicer, CFA The Bellevue – Red Room 10:30AM-11:15AM
FS Investments Robert Hoffman The Bellevue – Red Room 11:15AM-12:00PM
Lunch The Bellevue – Red Room 12:00PM-1:00PM
VictoryShares Joseph Geary The Bellevue – Red Room 1:00PM – 1:45PM
Opportunities in Global Income Markets Bradford W. Godfrey, CFA The Bellevue – Red Room 1:45PM – 2:30PM
Practice Acquisition Planning & Strategies Greg Gessert The Bellevue – Red Room 2:30PM – 3:15PM
Closing Remarks The Bellevue – Red Room 3:15PM – 3:30PM
Free Time Philadelphia, PA 3:30PM – 5:30PM
Cocktails / Dinner Estia 5:30PM – 7:30PM
Activity Lucky Strike 8:00PM – 10:00PM

Friday, October 26, 2018

Event Speaker Location Time
Breakfast The Bellevue – Red Room 8:00AM-8:45AM
Fixed Income: What makes sense today and how to position moving forward. Jake Anonson, CFA, CAIA The Bellevue – Red Room 9:00AM-9:45AM
Factor Investing: Simple, but not Easy Wesley Gray, Ph.D. The Bellevue – Red Room 9:45AM-10:30AM
Closing The Bellevue – Red Room 10:30AM-11:00AM

Thank You to our Sponsors!


LPL Financial
Hartford Funds FS Investments
VictoryShares EatonVance
Principal Financial
JP Morgan Mass Mutual

*For eligible advisors only