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This session frames the why and how of portfolio construction and alignment of client values with investment decisions. In it, seasoned advisors and investment professionals discuss the methods of portfolio construction under a BRI model as well as key talking points to share with interested clients.
Vince Birley, CFP®, AIFA®, is chief executive officer of Vident Financial. Prior to this, he was the chief strategy officer and executive vice president of advisor services for Ronald Blue & Co. As Chief Strategy Officer, Vince was responsible for identifying and developing the firm's strategic direction, including with its strategic business partners and client development. As executive vice president of advisor services, he is responsible for the tools, technology, and services that advisors use in serving clients. Prior to joining the firm in 2000, Vince was a founder and principal with Atlantic Capital Management, LLC, where he served as managing partner. Vince holds a B.A. in Business from Central College. He and his wife, Susan, have three children and live in Atlanta, Georgia.
Jerry Bowyer is President of Bowyer Research, editor of the business channel of The Christian Post, opinion columnist for WORLD Opinions, host of Meeting of Minds with Jerry Bowyer podcast, host of Business in the Kingdom podcast on the Edifi podcast network, and author of The Maker Versus the Takers: What Jesus Really Said About Social Justice and Economics. He is also Resident Economist with Kingdom Advisors, serves on the Editorial Board of Salem Communications, and is Senior Fellow in Financial Economics at the Center for Cultural Leadership. He has been a Forbes.com columnist and a frequent commentator on Fox Business News, Fox News, and CNBC. Jerry lives in Pennsylvania with his wife, Susan, and the youngest three of their seven children.
Ted Lucas is the Founder and Managing Partner - Investment and Risk Management at Lattice Strategies. Prior to Lattice Strategies, Ted was Managing Director for MCP Chess Group, a board member for Chess Venture Partners, a director for Mint Investment Management (affiliate of Man Group PLC), and Head of U.S. Strategy with Barclays Capital. He earned his BA at Gordon College.
Nick Stonestreet is Chief Executive Officer of Vident Financial. Nick has more than 25 years of financial services experience and has managed a broad spectrum of wealth businesses. He joined Regions Financial in 2009 to lead the company's Private Banking division and was named head of Regions Private Wealth Management in June 2011. Prior to that, Nick spent 15 years with Merrill Lynch in a number of capacities. He holds a Bachelor's degree from Winthrop University and received a Master's degree in International Business Studies from the University of South Carolina.