Long-term Trends Affecting the Advisory Profession

AUGUST 16-17, 2022

About Thought Leader Summit 2022

Advisor Perspectives Thought Leader Summit is a two-day virtual event on the long-term trends affecting the advisory profession.

Join us on Tuesday, August 16, 2022, and Wednesday, August 17th, 2022, for an opportunity to earn up to 10 free CE credits, hear from industry thought leaders on forward-thinking financial topics and connect with other financial professionals.

Keynote Speaker
Vitaliy Katsenelson
CFA, CEO & CIO Investment Management Associates, Inc.

Called “the new Benjamin Graham” by Forbes magazine, Vitaliy has close to 20 years of investment experience also speaks to investor organizations in the US and abroad. His two books, Active Value Investing and The Little Book of Sideways Markets, were published by John Wiley & Sons and have been translated into eight languages. His articles have appeared in Barron’s, Financial Times, Forbes, Business Insider, CNBC, The Globe & Mail, and MarketWatch, among others. Vitaliy has also been a guest on CNBC, Fox Business, BNN, and Yahoo! Finance.

Keynote Speaker
Tyler Cowen
Economics Professor, George Mason University, and Author

Tyler Cowen shows the economic, financial, and demographic forces which will determine the winners and losers of the next decade in fields as different as healthcare, education, energy, and global markets. He offers compelling analyses of the future of the Eurozone, Medicare and Medicaid, the American financial system, and many more, demonstrating in every case who will come out on top and why.

Hear From Other Experts

Suzanne Siracuse
Robert Huebscher
John Profitlich
Abdullah Rajput
Joe Becker, FRM
Tim Urbanowicz, CFA
David Lau
Wade Pfau, Ph.D.
Michelle Richter
David Stone
George Webb
Kirk Hulett
Ryan Bertrand, CFP, CLU
Brittany Abbate
Dr. Preston D. Cherry
Tyrone Ross
Marguerita Cheng, CFP
Tom Lydon
Stacey Morris, CFA
Paul Baiocchi, CFA

2022 Event Agenda

Two days. Earn up to 10 CE credits. Learn from talented speakers.

Day One

August 16, 2022

The Outlook for the Economy and Active Management – Vitaliy Katsenelson
The Future of Advice: Trends Every Advisor Needs to Know
How to Use Commission-Free Annuities to Protect and Grow AUM
Recession Proof Your Portfolio and Capitalize on Opportunities
Insuring Client Spending in Retirement with Portfolio Income Insurance

Day Two

August 17, 2022

The Drivers of Economic Growth – Tyler Cowen
Insurance-Backed Line of Credit: An Innovative Way to Access Liquidity
IRAs: Goldmine or Minefield
Surprise and Delight Creates Clients for Life
Why Energy Infrastructure? Potential Income, Real Asset Exposure and More


Advisor Perspectives has a level of reader loyalty unmatched in the industry. Previous conference sponsors recognize the benefits this opportunity provides including elevating your thought leaders and promoting your content that engages with a sophisticated audience of financial advisors.

2022 Platinum Sponsors

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2022 Silver Sponsors

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