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How do you counsel clients regarding their investments, in light of biblical wisdom about risk, growth, value, and contentment? If you desire to integrate biblical truth into both the counsel that you give and the investment strategies that you employ with your clients, this panel discussion equips you to develop confidence in your strategies. For nearly three years, the panel of advisors has been wrestling with the fundamentals involved in integrating a biblical worldview and investment theory. The panelists include Nick Stonestreet, Vident Financial, Ted Lucas, Lattice Strategies, and Jerry Bowyer, Principled Reasoning Institute. This session also shares new set of indexes Ronald Blue & Co. has developed to guide their investment decision-making.
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 the chief economist of Vident Financial, editor of Townhall Finance, and president of Bowyer Research. He is a Forbes.com columnist and has been a frequent commentator on Fox Business News, Fox News, and CNBC. He has been a contributing editor of National Review Online, The New York Sun, and Townhall Magazine, and he has written for the Wall Street Journal and for numerous other publications. Jerry lives in Pennsylvania with his wife, Susan, and the youngest three of his seven children.