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!
ELITE SPONSORS | |
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PREMIER SPONSORS | |
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SELECT SPONSORS | |
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*For eligible advisors only