October 10-12 | Destin, FL

Faith-driven advisor, get equipped to fully live out your calling.

Sponsored by

Is your current trajectory leading you to your highest and best use?

Find Your Preferred Future

Do you have what you need to grow and steward your business?

Utilize World-Class Tools

Are you able to shepherd your clients and love them well?

Make Disciples

Event Details

October 10-12, 2022

The Henderson Resort & Spa

200 Henderson Resort Way
Destin, FL 32541

You cover your travel and room. We’ll cover the rest.

There are a limited number of rooms available for $275 per night

About The Henderson Beach Resort

One of the finest resorts built along Florida’s Gulf Coast in a generation, The Henderson Beach Resort & Spa overlooks Destin’s famed sugar-white sands and emerald-green waters. Located along one of America’s top beaches and adjacent to a 208-acre environmentally protected state park, The Henderson is reminiscent of a grand seaside manor of yesteryear and captures the romance of traditional coastal architecture. The resort features 170 spacious guestrooms and suites, a nature-inspired spa, Gulf-to-table cuisine, an octagonal bar with panoramic Gulf views, a rooftop terrace, two outdoor swimming pools, 30,000 square feet of flexible indoor and outdoor event space, and private beach access.

                                      
                                         
                                                                   
 
 
 
 
 
 
 
 
 

Day 1: October 10, 2022

12:00 PM Optional Recreation
 
4:00 PM Check-In
 
5:30 PM Welcome Reception
 
6:30 PM Dinner & Session 1 — God’s Purpose and Your Identity as a Faith-Driven Advisor (Dean Niewolny)

 

Day 2: October 11, 2022

7:30 AM Breakfast
 
8:30 AM Session 2 — A Practical Theology & Framework for Values-Based Investing (Will Sorrell)
 
9:30 AM Session 3 — Aligning Your Client’s Values and Investments in the Public & Private Markets (Cole Pearson & John Siverling)
 
10:30 AM Break
 
11:00 AM Portfolio Manager Panel — Values-Based Investing in Action (Andy Manton, Anant Goel, Wes Lyons, Nathan Willis (Moderator))
 
11:45 AM Lunch & Sponsor Presentations
 
12:30 PM Session 4 — Creating Healthy Multi-Generational Families (Tom Conway)
 
1:30 PM Recreation
 
5:30 PM Cocktail Reception
 
6:00 PM Dinner & Session 5 — Measuring Success: Your Path to Significance, Satisfaction, & Leading Yourself to the Next Level (Shawn Lovejoy)

 

Day 3: October 12, 2022

7:30 AM Breakfast & Checkout
 
8:30 AM Session 6 — Growing Your Business to Maximize Your Impact: How to Become a Destination Firm (Brian Church)
 
9:30 AM Developing a Niche: An Advisor Interview with Mitch Martin
 
9:45 AM Break
 
10:00 AM Session 7 — Generosity: Transforming the Heart of the Advisor (Todd Harper)
 
11:00 AM Session 8 — The Pivot: From Success to Significance (Greg Ring)
 
12:00 PM Lunch & Closing Remarks

*Agenda subject to change

Speakers

Shawn Lovejoy

Shawn Lovejoy

Founder & CEO, CourageToLead.com

About Shawn

Having been a successful real estate developer, a church planter, megachurch pastor, and a CEO of a fast-growing coaching and consulting organization, Shawn has been coaching executive leaders for two decades in the areas of leadership and organizational health, utilizing the GearsofGrowth Framework®. Shawn is the host of The CourageToLead Podcast and the author of several books including Measuring Success and Be Mean About The Vision. He has been married for 27 years to his best friend Tricia and they have three children: Hannah, Madison, & Paul.

Anant Goel

Anant Goel

Portfolio Manager & Senior Research Analyst, Eventide

About Anant

Anant Goel serves as a Portfolio Manager for the Eventide Gilead Fund and the Eventide Exponential Technologies Fund and Senior Research Analyst on other Eventide funds.

Mr. Goel has a diverse background having grown up and lived in India, Hong Kong, UK, USA and China, which combined with his academic and professional interests, allow him to incorporate a diverse set of perspectives in his investment decision process. He has been passionate about responsible investing from early in his career. He has served as a Research Analyst at Eventide since 2016, leading its technology focused research. In 2015, during his M.B.A. program, he worked at Adage Capital Management, a long/short hedge fund. From 2011-2014, he served as an Analyst for NewQuest Capital Partners, a Private Equity firm in Hong Kong, where he was responsible for evaluating new investment opportunities for funds across Asia. From 2008-2011, he lived and worked in Beijing, China where he studied Mandarin and worked on start-up companies and other investment projects.

Mr. Goel holds an M.B.A. from the MIT Sloan School of Management where he was selected as a Teaching Assistant (TA) for finance courses for both Executive M.B.A. and M.B.A. students. He also holds a Bachelors of Science (HONS) from the University of Warwick, UK in Economics.

Dean Niewolny

Dean Niewolny

Chairman, The Halftime Institute
Speaker
Author, Trade Up: How to Go From Just Making Money to Making a Difference

About Dean

Dean Niewolny spent 23 years in executive roles with three of Wall Street’s largest financial firms. Dean decided to become the CEO of Halftime Institute in 2011, where he could help more people who, like him, wanted to expand their skills and work from a place of passion and purpose while making a significant difference.

In 2021, Dean stepped into the role of Chairman of the Board and Halftime Ambassador. He now speaks at events worldwide, equipping business leaders and corporate teams to pursue joy with impact, balance, and passion at work while living lives of significant value. In addition to his role with The Halftime Institute, Dean joined GXG Consulting Group in 2022.

Out of Dean’s 35 years of executive experience equipping Fortune 100 and 500 leaders and teams, he mastered a framework of leaders and teams that finish well. Using this framework, Dean walks teams and leaders through breaking down barriers and uniting with passion around a common vision.

Greg Ring

Greg Ring

Co-Founder, The Giving Crowd

About Greg

Greg Ring is the Co-Founder of The Giving Crowd. A recognized expert and thought leader in the planned giving mindset for the past four decades, Greg has served more than 200 ministries and nonprofits, developing and executing over $4 billion in documented planned gifts. His passion for the nonprofit sector has led to continual improvement of the service model. The Giving Crowd builds on this rich history, engaging technology so that both the local church and the mega nonprofit can participate effectively and efficiently in “the greatest transfer of wealth in history”. Greg is married with three daughters and seven grandchildren, and lives in Colorado Springs.

Wesley Lyons

Wesley Lyons

General Partner | Eagle Venture Funds

About Wesley

Wes is a Co-Founder and General Partner of two faith-based private equity funds: WayMaker Real Estate, a Christ-centered multi-family real estate investment fund, and Eagle Venture Fund, investing in early-stage companies solving tough problems like modern day slavery and healthcare for the poor through software and financial technology. Wes has a background in wealth management and founded FaithBasedInvesting.co, a platform to help investors connect with advisors who specialize in faith based investing. 

Wes loves to spend his free time with his wife Christi and their four sons. He also enjoys running, reading, and volunteering with his church in the marriage ministry.

Tom Conway

Tom Conway

Founder, Legacy By Design

About Tom

With four children and eight grandchildren, Tom has a passion to help families create and build a family legacy that will carry on for generations to come.

He believes the lack of clarity around their legacy issues keeps many people from maximizing the use of their resources.  In addition, many families do not know whether their existing plans match up with what they believe God would have them to do with what He has entrusted to them.

Tom is a CPA by training whose career has led him serve with numerous financial service and ministry organizations such as Ernst & Young, Cru, Ronald Blue & Co., Perimeter Church, Generous Giving, Inc., National Christian Foundation, Kingdom Advisors, and Haggai Institute.  Tom is a Qualified Kingdom Advisor (QKA™) and contributing author to two books: unHERITAGE – The 11 Pitfalls of Family Legacy and How to Avoid Them and unPREPARED – 14 Elements of Successful Wealth Transfer.

Living and serving in Africa for a number of years and working extensively in Europe, Asia, and Russia enhanced Tom’s global Christian perspective. Tom and his wife Susan have been married for 39 years, have four children and eight grandchildren, and live in Atlanta, Georgia.

Andrew Manton

Andrew Manton

Chief Equity Strategist & Senior Portfolio Manager, OneAscent Investment Solutions

About Andrew

Andrew Manton is the Chief Equity Strategist and Senior Portfolio Manager at OneAscent Investments. He manages OneAscent’s International and Emerging Market equity strategies and is responsible for developing and bringing to market new products that deliver on OneAscent’s commitment to values-based investing.

Prior to joining OneAscent, Andrew was most recently Senior Portfolio Manager at Shelton Capital Management, where he was the Lead Portfolio Manager for the Shelton International Select and the Shelton Emerging Markets funds. Andrew has over 20 years of investing experience and was previously with WHV Investments, Victory Capital Management, Deutsche Asset Management, and Merrill Lynch. His thought leadership has been featured on outlets such as the Faith Driven Investor Podcast and Advisor Perspectives. Andrew earned an MBA from the Tepper School of Business at Carnegie Mellon University and a B.S. from the University of Illinois at Chicago.

Andrew and his wife, Karin, are members of Fellowship Church in Frisco, TX and are active in the We Want More ministry in Bridgeport, CT.

John Siverling

John Siverling

Director of Private Markets and Impact Advocacy, OneAscent Investment Solutions

About John

John Siverling is the Director of Private Markets and Impact Advocacy for OneAscent Investment Solutions, and a Managing Partner in OneAscent Capital LLC. He has over 30 years of business experience, and over 20 years in the venture finance industry.

John holds a Bachelor of Business Administration degree from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business. John has been a frequent speaker and panelist, including at the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors, among others. John resides in Matthews, NC with his wife. They have two adult sons.

John has developed his financial, operational and management business skills from a varied history of professional experiences. Following his lead role in the formation and launch of the Christian Investment Forum, John became the first Executive Director in order to continue the growth strategy of the non-profit trade association, until its merger with Faith Driven Investor. In addition to his work at the Christian Investment Forum, John is also the Managing Partner in JAS Ventures, LLC, a consulting firm focused on helping companies develop and execute values integrated business practices. He is also a co-founder and President of RDJ Ventures, LLC, an early-stage biotechnology company.

Brian Church

Brian Church

Founder & CEO, Advisory DNA

About Brian

Brian T. Church is the Founder and CEO of Advisory DNA, one of the financial industry’s most dynamic coaching organizations. Brian is one of the industry’s top coaches for advisors in transition and has facilitated over 150 such transactions. Brian has coached and orchestrated transitions, mergers, and acquisitions for some of the industry’s most respected firms. For more than 20 years, Brian has been working with firms of all sizes to find the best possible destination for advisors and their clients.

Before founding Advisory DNA, Brian made a name for himself as the National Director of Sales and Recruiting at Aegis Capital. Here Brian created transformative recruiting and organic growth strategies that are being used throughout the industry today. Brian started his career at Putnam Investments in Boston and became the youngest vice president in company history. After completing seven successful years at Putnam, Brian joined Securian Financial and founded a new office in Nashville, TN. In just five years, Brian grew his office to profitability and had 18 advisors under his leadership.

Mr. Church has a history of success in sales management, practice management, training, recruiting, mergers/acquisitions, and organic growth. Brian is an international best-selling author who is perhaps best known as a “Business Ambassador” who has written three books that have been sold on 4 continents and in 15 countries. Brian’s creative and entrepreneurial interests include co-founding TheStartup.com, a digital platform that was the first virtual incubator for entrepreneurial guidance as well as a virtual hub for client experience analytics and for what Brian calls “Intelligent Training.”

Brian has a track record of success in sales management, practice management, training, recruiting, mergers/acquisitions, and organic growth. Brian is an international best-selling author who is best known for authoring “Relationship Momentum”, and co-authoring “The Experience.” On the speaking circuit, Brian is known as one of the world’s top “Business Relationship Experts”, who specializes in working with advisors, companies, and entrepreneurs to create what has become virally known as “Relationship MomentumTM.“ Brian has had the pleasure to speak for and train Fortune 500 companies as well as many industry leading organizations around the world.

Brian lives with his wife Kimberly and their son Brian Timothy Church II in Franklin, TN. Brian is very involved in the community as well as his Church. Brian is an avid golfer and enjoys working on upward mobility projects throughout the US.

Harry Pearson

Harry Pearson

CEO, OneAscent

About Harry

Harry Pearson is CEO of OneAscent Wealth. With 25 years of experience, Harry is passionate about serving families by encouraging generosity, aligning their investments with their values and encouraging Kingdom-driven, faithful stewardship.

After obtaining a B.A. in Finance from the University of Alabama at Birmingham in 1996, Harry joined Ameriprise in early 1997. In 2002 he opened his own Ameriprise franchise, which expanded to include five advisors, five support staff, and offices in both Birmingham and Huntsville. Feeling led by the Lord to have a greater Kingdom focus with his practice, Harry founded OneAscent in 2017 to assist his firm and others across the country to advise with values-aligned, Kingdom-driven excellence. Harry has both Certified Financial Planner™ and Chartered Retirement Planning Counselor℠ (CRPC®) designations and was appointed to the Ameriprise Chairman’s Advisory Council from 2012 to 2014.

Harry is an active member of Oak Mountain Presbyterian Church where he has served in a variety of leadership roles, including as an ordained ruling elder since 2007. Harry and his wife Laura, have been married for 29 years. They have four adult children and six grandchildren.

Cole Pearson

Cole Pearson

President, OneAscent Investment Solutions

About Cole

Cole Pearson serves as President, Investment Solutions for OneAscent. Cole’s responsibilities include leading the asset management arm of OneAscent, overseeing the OneAscent Investment Committee, assisting with business development opportunities, and leading OneAscent’s strategic ministry efforts.

Prior to joining OneAscent in 2018, Cole was a Senior Investment Associate for Eventide Asset Management serving in similar capacities both on the sales/marketing and portfolio management teams. He holds a B.S. in International Finance as well as a minor in Mandarin-Chinese from the University of Alabama and is a CFA Level III Candidate.

Cole enjoys spending time with his wife, Hannah, and their three young sons. Cole and his family are active members of Covenant Presbyterian Church where he occasionally teaches adult Sunday School classes.

Nathan Willis

Nathan Willis

Director of Portfolio Strategy, OneAscent Investment Solutions

About Nathan

Nathan Willis is Director of Portfolio Strategy for OneAscent Investment Solutions and has 25 years of investment experience, including 20 years investing in illiquid strategies.

Nathan holds a bachelor’s degree in Business Administration with a concentration in Information Systems and a minor in Economics from Taylor University. He is a holder of the CFA Charter and CAIA designation. Nathan started his career at NationsBank where he spent several years managing institutional bond portfolios and an equity mutual fund.

Prior to joining OneAscent, Nathan served as Chief Investment Officer of Greenhawk Corporation, a single-family office. At Greenhawk, Nathan was responsible for portfolio strategy and manager diligence. During his time at Greenhawk Nathan developed the allocation, sourcing, and diligence strategy for the private equity portfolio.

Prior to Greenhawk, Nathan spent almost 15 years with GenSpring Family Offices, a unit of SunTrust Banks, where he constructed portfolios for multi-generational families. While at GenSpring, Nathan served on the Investment committee and manager selection committee and served developed programs to mentor junior investment staff. Prior to GenSpring, Nathan spent four years with the family office group of Wachovia Bank.

Nathan resides in Birmingham, Alabama with his wife and three sons. He is a Deacon in the Presbyterian Church in America (PCA).

Mitch Martin

Mitch Martin

Founder & Chief Executive Officer, Stonebridge Wealth Management

About Mitch

As an experienced wealth manager, Mitch works with athletes, artists and entertainers, as well as their professional advisory teams, to create customized solutions that build and protect fortunes and legacies. Mitch advises clients on matters including goals-based wealth management, behavioral finance, dynamic tax efficiency, and asset protection. Mitch manages and integrates career, life and wealth goals for optimal clarity and efficiency; helping clients, at the crossroads of fame and fortune, achieve their greatest potential.

Mitch is a speaker and co-panelist at rookie transition programs and player engagement sessions for clubs in the NFL and NBA on topics related to celebrity wealth management, goals-based planning and maximizing career success. He has contributed to articles published by the Wall Street Journal, including:

• “How Do You Stabilize Volatile Wealth? Tips from financial advisers who work with clients in the energy, technology and entertainment fields” by Norb Vonnegut.
• “Vonnegut: Tales from the Dark Side of Prospecting.”

As a true thought leader, Mitch developed a strategic partnership with the AICPA-CIMA™ and the first to provide quarterly Webcasts, educational experiences and interactive sessions, specifically for business managers and CPAs advising high-profile clients. The learning objectives, focusing on enhancing celebrity wealth, provide continuing professional education credit.

Prior to transitioning Stonebridge to a fee-only Registered Investment Adviser, Mitch served as a General Securities Principal and Municipal Securities Principal, who advised clients at M Financial Group/M Holdings Securities, and during his tenure at Prime Capital Services and Financial Network Investment Corporation. He began his career with Dean Witter Reynolds in 1988, which subsequently merged with Morgan Stanley.

Overall, Mitch has more than thirty years of investment advisory, managerial finance and accounting experience.

In June 2011, he earned the Accredited Wealth Management Advisor designation from the College of Financial Planning. Currently, Mitch is a candidate for the prestigious Certified Investment Management Analyst® (CIMA) designation and is a student in the Investment Management Theory & Practice program at the Yale School of Management. He is a member of the Investments and Wealth Institute®.

Will Sorrell

Will Sorrell

Investment Solutions Manager, OneAscent Investment Solutions

About Will

Will Sorrell is married to Sarah Catherine, calls Birmingham home, and is passionate about the intersection of faith and finances. Will’s responsibilities include shaping OneAscent’s values-based investing framework, overseeing macroeconomic research, and serving advisors as they serve their clients. Prior to joining the OneAscent, he worked in the commercial banking and business-as-mission sectors.

Will earned a joint-MDiv and MBA from Samford University’s Beeson Divinity School and Brock School of Business, respectively, and a bachelor’s degree from The University of Alabama. He is a CFA Level II candidate and has written for numerous faith-based websites and blogs, including The Gospel Coalition. 

Outside of work, Will enjoys being outdoors with family, barbecuing with friends, and reading theology, poetry, and fiction. He is an active member of Grace Fellowship, where he oversees courses on and liturgical implementation of faith and work theology, writes for the Grace Writers’ Collective, and teaches children’s church. He also preaches regularly at the Jimmie Hale Mission.

Image Gallery