Investacorp’s PlanForward15 National Conference Provides an Exciting Line-Up of Speakers, Advisor Panels, Practice Manageme...
June 10 2015 - 5:42PM
Business Wire
Investacorp, a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT:LTS) hosted PlanForward15
National Conference from May 31st – June 3rd 2015 in Stone
Mountain, Georgia.
Investacorp kicked off the conference on Sunday May 31st with
Shark Tank co-star and entrepreneur, Daymond John. During the
session, Patrick Farrell (CEO/President) invited three financial
advisors to the stage to discuss the ever-changing independent
financial industry, and how they have successfully navigated their
practice over the years. In addition, Adam Malamed (COO Ladenburg
Thalmann Financial Services), said a few words on the growth of
Ladenburg Thalmann and the commitment of the enterprise to grow the
independent model.
Investacorp was pleased to welcome 60 exhibitors at the event,
many of whom participated and presented in educational breakout
sessions. There were several preconference sessions offered the
first day of the conference including a social media track, with
details on the X, Y, and millennial generations and how to capture
this business with the help of social media; a branding track which
delved into creating a lasting brand for a practice; and finally
Investacorp’s first-ever Money Manager showcase, profiling seven
different managers and Investacorp’s advisory programs. During both
afternoons of June 1st and 2nd, there were optional continuing
education sessions offered, along with a technology and compliance
roundtable.
Esteemed speakers at the event included an economic panel hosted
by Phil Blancato (President Ladenburg Thalmann Asset Management),
featuring four strategic analysts from two REIT mortgage companies
as well as Oppenheimer and Deutsche Asset and Wealth Management.
Ren Cheng, Senior Research Advisor for Fidelity Investments
presented on simplifying systemic risk with clients. Investacorp
also selected a non-profit organization to support this year called
Mikey’s Way Foundation, raising $6500 for this important cause
which helps hospitalized children pass the time by providing
technological devices and ways to maintain communication with their
peers.
Investacorp hosts an annual conference each year, along with
several other conferences, including a Retirement and Income
symposium, a Leaders Forum for the top echelon of financial
advisors, and a Sales Assistant University.
About Investacorp, Inc.
Investacorp Inc., a nationally recognized independent
broker-dealer, was established in 1978 and created to serve the
unique purpose of optimizing talent, time, and the autonomous
spirit of financial advisors. Our aim is to forge a partnership
with advisors who are representative of the finest qualities in our
industry, and who genuinely want to assist clients with competence,
honesty, and neutrality. Investacorp is a wholly owned subsidiary
of Ladenburg Thalmann Financial Services. Visit www.investacorp.com
for more information.
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version on businesswire.com: http://www.businesswire.com/news/home/20150610006412/en/
InvestacorpArielle Jaffe, 305-557-9007ajaffe@investacorp.com
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