Overview
Managing money for the long term requires the right investment tools and business structure to sustain you through multiple cycles. Bloomberg L.P. and FP Transitions are excited to present an interactive program focused on the best practices for deploying Bloomberg tools across your investment strategy, and positioning your firm for long-term success.
Wealth management is an evolving business. Recent trends around consolidation, online planning tools, and evolving client needs, are changing the way advisors approach the industry. It is important for advisory professionals to see beyond the media’s noise and create businesses built to sustain, grow and be relevant through the generations.
Our program will:
• Examine Bloomberg data to provide insight into the wealth of today’s market – guiding you toward building business platforms designed to endure through the next 30 years.
• Focus on the ways investment advisors are leveraging Bloomberg within their analysis and portfolio management
• Building the next generation advisory practice.
Agenda
- 2:30PM – 3:00PM
Registration
- 3:00PM – 3:45PM
The Future of Wealth Management
Brad Bueermann, CEO, FP Transitions
- 3:45PM – 4:15PM
Bloomberg for the Investment Advisor, by someone who’s been there
Lee O’Dwyer, Sales Team Leader, Bloomberg L.P.
- 4:15PM – 5:00PM
Building the next generation advisory practice – An interactive conversation
- 5:00PM – 6:00PM
Networking Reception
Speakers
Brad Bueermann
Brad Bueermann is a nationally recognized speaker and thought leader on matters of business value and equity management for independent financial professionals. Brad has been active in the merger and acquisition market for most of his career, beginning with CitiBank in Milan, Italy, and through ventures with the Christie Group, plc, as well as private brokerage. Brad is the creator of FP Transitions’ Comprehensive Valuation Report, the industry’s standard for valuation. As CEO, Brad guides FP Transitions along the cutting edge of strategy for independent financial businesses. His influence and ideas have helped open the way for bank financing in the M&A market for financial business build on intangible relationships.
Neal Van Zutphen
Neal is the majority owner and President of Intrinsic Wealth Counsel, Inc where he leverages his Masters in Personal Financial Planning as a CFP. A Certified Financial Behavior Specialist™ he is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Financial Therapy Association (FTA), and an Associate Member of the American Psychological Association (APA).
Neal has successfully integrated life and work. He is happily married with five grandchildren, and enjoys hiking and golf, while finding time to publish research in the Journal of Financial Planning and speaking at several national conferences.
Timothy L. Rowland, MBA, CFP, AIF
Tim is the Chairman and Founder of Rowland Carmichael Advisors, Inc., an independent wealth management firm whose clients include owners and key employees of some of Arizona’s most successful family businesses. They count on Tim, a Certified Financial Planner practitioner with an MBA in International Management, in maximizing the value of their personal assets and corporate retirement plans and in fulfilling their support of community and charitable organizations.
Lee O’Dwyer
Lee leads a dynamic group of individuals covering a 2.5 million square mile territory, and is responsible for managing the Bloomberg Terminal business for Buy-Side clients in the western United States and Canada. Leveraging 17 years of capital markets experience in hedge funds, Investment Advisory and Family Office services, Lee is ideally situated to help Bloomberg clients uncover the full potential of their Bloomberg relationship.
Specializing across equity fundamentals, environmental social governance (ESG) data, portfolio and risk analytics, and earnings & idea generation tools, Lee calibrates quickly to client needs and styles, translates their most pressing concerns, and delivers meaningful support. With a focus on Family Offices and Socially Responsible Investment, Lee’s clients also include Institutional Investors, Investment Advisors, Hedge Funds, Private Equity and Public Pensions.
When & Where
- FP Transitions