BAM ALLIANCE 2018 National Conference

October 21-24

St. Louis Union Station

As advisors, we help clients plan for the future, manage transitions and reach their goals — the very same things we need to do as we navigate our own professional lives. We visualize where we want to go and plan out a course to follow, but the climb to new heights can be as challenging as it is exhilarating. Reaching our professional summit requires resilience, determination and a strong support system.

This year’s conference and its speakers are designed to inspire you to climb on! Make your plans now to join us at the BAM ALLIANCE National Conference to learn from industry specialists and interact with your colleagues across the country.


The conference will begin Sunday, Oct. 21. Registration starts at 3 p.m. Central, and a philanthropy event will officially kick off the conference at 5:30 p.m. on Sunday. We will have events through Tuesday night. Please plan to depart on Wednesday, Oct. 24. (This schedule is subject to change.)

Rooms are available for the discounted rate of $156 per night at St. Louis Union Station at 1820 Market St., St. Louis, MO 63103. To reserve a deluxe room online, please click here and follow the instructions. Or call 855.271.3620 and reference BAM Advisor Services when making your reservation.

Please reserve your room by Wednesday, Sept. 19 to be guaranteed the special rate.


Registration will open in mid-August, when you can visit our registration website to view the sessions, speakers and agenda.


BAM has negotiated a special conference rate ($38 roundtrip) for airport transportation through GO BEST Express. Reservations must be made online to receive the special rate. Click here to reserve your ride.


Diamond Sponsors


Click here to see all sponsors of the National Conference.


Alison Levine
First American Women’s Everest Expedition Team Captain

Alison served as team captain of the first American women’s Everest expedition, climbed the Seven Summits and skied to the North and South Poles. A history-making adventurer who also spent time in the business world, she has survived sub-zero temperatures, hurricane-force winds and sudden avalanches – and that was while climbing the corporate ladder! Alison asserts that the principles that apply to the world of extreme adventure also apply to demanding business environments. A former part-time faculty member at West Point, Alison understands what it takes to lead teams through challenging situations – and the ability to climb on!

Cliff Asness, Ph.D.
Managing and Founding Principal of AQR Capital Management

A founder, managing principal and chief investment officer at AQR Capital Management, Cliff is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal and The Journal of Finance. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award.

David Goetsch
Executive Producer and Writer

Dave Goetsch is an executive producer on “The Big Bang Theory” and has been with the show since its first season. He previously worked on “3rd Rock from the Sun,” for which he started as a staff writer and rose to executive producer. He has written and produced numerous pilots for CBS, ABC, FOX and Showtime. In addition to his day job in TV, Dave teaches a new media writing and production class at University of Southern California’s School of Cinematic Arts. A graduate of Yale University, he holds U.S. Patent No. 6998984 and once tried to start a pharmaceutical chocolate company.

Sally Hogshead
CEO of How to Fascinate

Drawing upon her branding expertise, Sally Hogshead created a method to identify how each person is able to captivate their listeners. The Fascination Advantage® is the first communication assessment that measures how others perceive you. After researching over 1 million professionals, her algorithm can pinpoint your most valuable differentiating traits. The science of fascination is based on Sally’s decade of research with dozens of Fortune 500 teams, hundreds of small businesses, and over a thousand C-level executives. Conference attendees will get the chance to discover their very own Fascination Advantage®!

Dan Heath
New York Times Best-Selling Author

Dan Heath co-wrote four of the most-loved business books of the past decade: “Made to Stick,” “Switch,” “Decisive,” and most recently, “The Power of Moments,” which explores why certain brief experiences can jolt, elevate and change us — and how we can learn to create these extraordinary moments in our life and work. All four books were co-written with Heath’s brother, Chip, and were New York Times bestsellers. Dan is a senior fellow at Duke University’s CASE center, which supports entrepreneurs who fight for social good.


Episode 1: Your Calling

Episode 2: Finding Your Path

Episode 3: Words to Live By

Episode 4: A Lifetime of Learning

Episode 5: Giving Back

Episode 6: On the Hearts and Minds Of Clients

Episode 7: Your Story, My Story