The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed

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Speakers

Barrett Ayers
President
Adhesion Wealth

Barrett is one of the original founders of Adhesion Wealth and oversees strategic direction and long term growth plans for the organization.During his time at Adhesion, Barrett has overseen the firm’s Product, Relationship Management, Investment Consulting, Model Management and Portfolio Management groups. Prior to Adhesion, Barrett served as Senior Vice President of Product Management at Wachovia Securities and has held a number of senior-level strategic posts with Fidelity Investments and Broadridge.

Dave O’Rourke
Managing Director
Paulson Investment Company, LLC

Dave is Managing Director of Paulson Investment Advisors, a newly formed RIA under Paulson Investment Company, LLC. Dave was previously President of WrapManager, a $400M RIA based in San Francisco. Prior to that, Dave led the growth of EQIS Capital, a TAMP, from $150M to nearly $2Bn over a three-year period. Dave created and led EQIS University, a program that helped over 500 independent RIAs develop client acquisition and practice management strategies.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

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