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 | Marshall Birkins | 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!
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| PREMIER SPONSORS | |
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| SELECT SPONSORS | |
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*For eligible advisors only