Larry Adam joined Raymond James in 2018 as Chief Investment Officer. With over thirty years of experience in the financial markets, Mr. Adam brings a wealth of knowledge and valuable insights on the markets and economy to advisors and clients. As CIO, Mr. Adam develops the firm’s CIO view, a cohesive and comprehensive macro outlook, using insights and perspectives from the firm’s strategists. Mr. Adam presents at numerous client events and is renowned for his ability to explain complex concepts to investors.
Mr. Adam provides advisors and clients with in-depth guidance regarding the markets, including weekly and monthly commentary and quarterly outlooks. In addition to serving as President of the Investment Strategy Committee, he also sits on the Global Wealth Solutions (GWS) Diversity & Inclusion Campus Recruitment Committee, the GWS Executive Council, and the Alternative and Structured Investments Product Approval Committee.
Prior to joining Raymond James, Mr. Adam held the dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management. He received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master’s degree in business with a concentration in finance from Loyola University Maryland in 1993. Mr. Adam taught International Finance at the Sellinger School of Business and Management at Loyola University. He received the Chartered Financial Analyst designation in 1996, the Certified Investment Management® certification in 2001 and the Certified Financial Planner® designation in 2004. Mr. Adam is regularly featured on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal and Barron’s.
Diane is an Independent Board Director and has worked closely with private, private equity owned and family boards over the years. She currently serves on several private company and family boards including, Lodge Cast Iron (compensation committee), Thrall Enterprises (Chair of the nominating and governance committee), and Valco Industries, an ESOP Company (Chair, compensation committee). She is recognized as a valued business partner known for her collaborative and coaching style. She has been instrumental in developing processes to improve board composition and initiate generational transitions to meet the future needs of the business and the family.
Diane has extensive corporate experience developing long term sustainable growth strategies for branded manufacturing companies in both consumer products and industrial goods. She is an expert in digital marketing, consumer insights and market driven innovation.
Diane’s board certifications include: Leadership Fellow with NACD (National Association of Corporate Directors), ESOP certification from the Private Company Directors Association as well as a founding member of EWOB (Extraordinary Women on Boards).
She is a CEO Coach, professional speaker, and has authored several publications on various topics including digital innovation, branding and leadership. Diane was recognized as one of the Directors to Watch 2025 by the Private Company Directors Magazine.
Will is involved in all aspects of the firm’s investment activities and oversees investor relations. He is a member of the KLH Investment Committee and serves on the board of directors for a number of KLH portfolio companies. Will graduated from the University of Virginia’s McIntire School of Commerce with a Bachelor of Science in Commerce and a minor in Aerospace Engineering.
Anne Huntington Sharma is a transformative and empathetic business leader responsible for driving growth at Huntington Learning Center, as well as a lifelong champion of creativity and the arts. As the President and Board Member of Huntington Learning Center, the nation’s leading tutoring and test prep provider, she oversees business strategy and growth initiatives for the nearly 50-year-old family business.
Anne is involved in the arts as a collector, producer, philanthropist, curator, and founder of AMH Industries, a creative agency for contemporary art and culture. She is an associate producer on the Emmy-nominated HBO documentary, ‘The Price of Everything’ and an associate producer on the documentary ‘The Art of Making It.’ To date, Anne has curated more than 30 exhibits across the country and raised over $30 million dollars for various philanthropic causes.
Anne has been a lifelong champion of creativity as a collector, producer, philanthropist, curator, and founder of AMH Industries, a creative agency for contemporary art and culture. She is an associate producer on the Emmy-nominated HBO documentary, ‘The Price of Everything’ and an associate producer on the documentary ‘The Art of Making It’. To date, Anne has curated more than 30 exhibits across the country and raised over $30 million dollars for various philanthropic causes.
For her service, Anne has been recognized by SmartCEO, Apollo Magazine, and Moves Magazine. She has also been honored as a Woman of Wonder by Franchise Dictionary Magazine, named to the NJBIZ Education Top 50 list, as well as the NJBIZ 40 under 40. Most recently, Anne was named one of NJBIZ’s Best 50 Women in Business and was awarded the Silver distinction for the American Business Awards, Maverick category. Anne received her BA from Colgate University.
A proponent of empathy-driven leadership, which she employs daily both internally and with Huntington’s hundreds of franchise partners, Anne listens first, knowing that consensus and collaboration drive results.
Sean Hutchinson is a partner in the international value growth consulting firm Ready for Next, which was founded to help owners in the USA and Canada increase the enterprise value of their businesses, achieve transition-readiness, and ultimately harvest that value to fund their “third act.”
RFN’s Value Accelerator is a process-driven, structured approach to increasing earnings, reducing risk and positioning the business as best-in-class. RFN’s clients are privately held middle-market business owners in a broad spectrum of industries. Ready for Next’s success is powered by one of the best qualified and most seasoned teams of advisors in the profession, all of whom are former business owners or C-level executives.
Sean has been a Certified Exit Planning Advisor (CEPA) since November 2008 (one of the first 100 to be certified), a CEPA course faculty member since 2014, has been honored by the Exit Planning Institute as Exit Planner of the Year & Leader of the Year, and was inducted into EPI’s CEPA Hall of Fame in 2024. He is recognized as one of the profession’s top thought leaders.
He is also a 3rd generation heir to his family’s 69-year-old manufacturing business, a first-hand, very personal, and humbling experience that keeps him grounded in the realities of value growth and ownership transition.
In addition to holding the CEPA credential, Sean is a Certified Merger and Acquisition Advisor (CMAA) and has served on the Boards of five private companies, including 13 years for a 90% ESOP-owned enterprise. He graduated in 1992 with a Master of Arts degree from Miami University of Ohio.
Greg was a senior executive and CEO for more than 30 years. His experience saw him dramatically expand sourcing and supplier network, lead a successful business divestiture, redesign a production model to expand capacity, double sales to $65 million, oversee 950,000 square feet in facilities, and introduce processes like a one-page strategic plan, cashflow modeling, integrated pipeline, and sales forecasting.
Mike Otterman is an accomplished executive with extensive experience in brand development and management, particularly in the consumer products sector. Currently serving as the CEO/President of Lodge Cast Iron, he has a proven track record of driving business growth through strategic marketing and product innovation. With a strong background in both B2B and B2C environments, Mike has held various leadership roles in notable companies, including The Coleman Company and Dicks Sporting Goods. His expertise spans a wide range of areas, from competitive analysis to global sourcing and P&L management. Mike’s educational background includes an MBA from the University of New Haven and a BA in Marketing & Management from Park University. He is passionate about leveraging market insights to create compelling brand narratives and enhance customer engagement. Outside of work, Mike enjoys exploring emerging trends in the retail and manufacturing sectors.
Steven S. Rolfe M.D. is Managing Principal of RolfeAdvisory LLC. As an advisor and confidante to CEO’s, family enterprise owners, and entrepreneurs , Steve works to create solutions to complex leadership challenges, including family and management conflict, strategic and interpersonal impasse and leadership transitions. Steve addresses the most personal and interpersonal aspects of family and business life, helping to develop adaptive, aligned, high performance leaders, families, and organizations.
Serving as a Principal of the Boswell Group LLC since 2004, Steve advises CEO’s, corporate directors and other senior business leaders on psychological and interpersonal aspects of management and leadership. He has worked with investment professionals; equity, derivative and bond traders; entrepreneurs; venture capitalists; corporate attorneys and leaders of nonprofit institutions. His clientele represents a wide range of fields, including finance, real estate, law, entertainment, medicine, engineering and pharmaceuticals. Having dedicated his career to understanding human behavior, motivation and conflict management, his expertise enables him to help clients reflect on their priorities and behaviors, leading to improved productivity and effectiveness. He has advised executives at all levels of organizations to develop the psychological acumen necessary to lead, strategize, and negotiate on behalf of their company successfully. To his clients, he is a trusted confidante, initiating practical actionable conversations on the dynamics and challenges of leadership and other critical aspects of corporate life.
His work with multigenerational families involves collaborating with wealth managers, attorneys and other stakeholders and focusing on family dynamics to ensure families address their psychological and personal well being in the context of meeting their financial objectives. The goal of this consulting work is to effectively address family conflict that often arises as families attempt to productively manage shared assets for the benefit of themselves, their stakeholders, and future generations.
In his work with owners and ownership teams of family enterprises his focus is on developing leaders, enhancing collaboration, and resolving family and business conflict in the context of generational, strategic, and /or ownership transitions. Helping the owner and/or ownership team think through their options as they contemplate transitioning the business to the next generationor selling the business is often a major aspect of this work. Coaching next generation leaders is often an essential component of working within these complex family systems.
As a physician who lives in the business world, Steve has combined a unique set of experiences; medicine, child and adult psychiatry and psychoanalytic training, senior administrative positions in a corporate health care environment, family business advising, clinical work with executives at all levels of a corporation, and individual and team coaching with an international focus. Steve has experience facilitating groups of CEOs, many of who are owners of family businesses. The longest running (5 years) of these groups, is CEOs in the business to business media space.
This group discusses best practices, personal aspects of leadership, as well as strategy and challenges of ownership transition and exit. These are businesses that have undergone dramatic transformation with profound changes in business models, from trade journals to digital marketing companies and companies involved with monetizing data and creating meaningful events for their customers.
In recent years he has developed an interest and expertise in working with entrepreneurs, leaders and leadership teams affected by a personal life crisis, physical or mental illness, or death of one of the members.
Steve is an Executive Coach in the McNulty Leadership Program at Wharton. In this capacity he coaches first and second year MBA students. His focus is working with students from family enterprises who have challenges as next generation leaders and are often wrestling with the question of whether or not to return to their legacy family business post MBA.
Steve is a Fellow in the Family Firm Institute where he earned his Advanced Certificate in Family Business Advising. He is Chair of the American Psychoanalytic Association’s Committee on Corporate and Organizational Consultation and a past member of the Board of Trustees of the Rosenbach Museum and Library in Philadelphia. He has been a Senior Associate for the Kets de Vries Institute based in Paris and London. His global consulting experience includes coaching for the World Economic Forum’s Global Leadership Fellows Program. He has been a group executive coach for NGO’s with INSEAD’s Global Leadership Center.
Having received his BA in Comparative Literature from the University of Pennsylvania, he studied medicine and psychiatry at Tufts University School of Medicine and child psychiatry at McLean Hospital. His child psychiatry training and subsequent career as a child psychiatrist prepared him to work intensively in family systems. He completed psychoanalytic training at the Psychoanalytic Center of Philadelphia. He is a member of the Family Firm Institute, the Purposeful Planning Institute, the American Psychoanalytic Association, Attorneys for Family Held Enterprises, the Philadelphia Estate Planning Council, and XPX Philadelphia.
His April 2016 article in Chief Executive Magazine (extended article on chiefexecutive.net) “A Healthy Approach to CEO Illness” addresses the board’s role in a CEO’s health crisis.His article with Herbert Fineburg, Esq. “Take a multidisciplinary approach to exit and succession planning” was published in Family Business Magazine in March/April 2017.
Tom Walrond has been working with Raymond James since 1998, helping their financial advisors create great experiences for their clients.
The client-centered philosophy and culture of independence at Raymond James attracted him to the firm. Tom joined as a Branch Manager to help establish and build their Philadelphia, PA branch. As Branch Manager, he both supported our advisors in their day-to-day experiences with clients while talking with prospective advisors about the opportunity to join Raymond James.
In 2006, Tom’s role expanded to Complex Manager for the North Atlantic Complex and then to the North Atlantic Regional Director in 2012. In 2014, he moved with his wife and kids to St. Petersburg, FL, to become the Chief Operating Officer of Raymond James & Associates.
In 2018, Tom became the Division Director of the Eastern Division of Raymond James & Associates, overseeing their complexes and branches in Florida and the Northeast.
Tom is now the President of Raymond James & Associates, Private Client Group, and his primary focus is on fostering a culture that simplifies business operations for advisors and empowers them to make client-centric decisions. In addition to advocating across the firm’s product and service areas, Tom also leads and oversees the regulatory functions and reporting responsibilities for the RJ&A broker/dealer.
Working with his own advisors every day, Tom see first-hand what this culture of independence – even within the employee side of our business – does for their satisfaction and success with the firm. And as he is still a producing financial advisor today, Tom also sees what that freedom does for the well-being of our clients. He truly enjoys meeting with prospective advisors considering Raymond James and showing them a balance of culture and capabilities that can help them create even better, more valuable experiences for their clients.
Joe Weaver is a Florida native and has worked in the financial services industry for over 30 years. He currently serves as the chairman and president of Raymond James Trust Company, N.A., a nationally chartered trust bank and wholly-owned subsidiary of Raymond James Financial. Raymond James Trust currently serves as trustee, co-trustee, agent for trustee, custodian or executor for approximately 2000 individuals and families within the United States with fiduciary assets under management in excess of ten billion dollars.
In addition, Joe is a board member for both Raymond James Trust, NA. and Raymond James Trust New Hampshire and represents Raymond James on the SIFMA Trust and Estate Roundtable. He is a member of the Trust and Wealth Management Committee of the Florida Bankers Association and past board member of the Council for Educational Change. At the beginning of 2024 he was likewise appointed to the American Heart Association Heart Walk Executive Cabinet on behalf of Raymond James Financial.
Before joining Raymond James in 2011, Weaver spent the majority of his earlier career at Bank of America/U.S. Trust serving in a variety of leadership roles within the private banking and wealth management divisions.
He attended Texas Christian University on a swimming scholarship where he received a bachelor’s degree in finance. He also graduated from the Securities Industry Institute, Executive Education Leadership Development program at the Wharton School of Business and holds a CFP® certification along with Series 6, 7 and 63 securities licenses.
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.