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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.
About the Speakers
Vince Birley
Vident FinancialVince Birley, CFP®, AIFA®, has over 35 years of experience in the personal and institutional financial services industry. Prior to co-founding Vident Financial, he was the Chief Strategy Officer and Chairman of the Investment Policy Committee for Ronald Blue Trust. Vince has appeared on Bloomberg TV and Yahoo Finance’s "After the Bell." He has rung the opening bell at the New York Stock Exchange and speaks often on the topic of investing, at both Christian and secular conferences. Vince and his wife, Susan, have been married since 1992 and have three children.
Jerry Bowyer
Bowyer ResearchJerry Bowyer is President of Bowyer Research consulting firm, 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.
Ted Lucas
Lattice StrategiesTed 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
Blue TrustNick Stonestreet is the Chief Executive Officer and Chief Investment Officer of Blue Trust. Nick has more than 30 years of financial services experience and has managed a broad spectrum of wealth management businesses. As CEO, Nick is active in developing Ronald Blue Trust’s strategic initiatives and oversees the overall management of the organization and its divisions. As chief investment officer, he heads the investment department as they develop and implement investment strategies that seek to increase the probability of successfully meeting clients’ financial planning goals. Prior to becoming CEO, Nick co-founded and was CEO of Vident Financial, an investment management firm.
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