Tuesday, November 9, 2021 at 1:00 PM ET
Complimentary admission | Open to members and non-members
Wholesalers are challenged more than ever to grow and manage their businesses. The competition to connect with clients and prospects and generate new assets has never been greater.
Complimentary admission | Open to members and non-members | Press allowed
Complimentary admission | Open to members and non-members
Blockchain and distributed ledger platforms are transforming major components of the financial services ecosystem including payments, recordkeeping, trading, and investing.
October 20-28, 2021
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Tom Sholes, Chief Strategy Officer, Managing Director, BNY Mellon | Pershing
Lily Trager, Head of Investing with Impact, Managing Director, Morgan Stanley Wealth Management
September 17 & 24, 2021
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Heather Gardner, Financial Institutions National Accounts, William Blair Investment Management
John Moninger, Managing Director, Retail Sales, Eaton Vance Distributors
September 22, 2021
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Megan Rumney, National Account Manager, T. Rowe Price Associates
Holly Tworkowski, Vice President, Advisor Consultant, U.S. Wealth Advisory Services, Nuveen
Complimentary admission | Open to members and non-members | Press allowed
This webinar, the second in a four-part virtual series, is designed for diverse entry-level analysts and associates who recently joined the asset management and wealth management industry. It is an opportunity to hear from esteemed diverse professionals from AIG, BNY Mellon Wealth Management, Macquarie Asset Management, and Morgan Stanley about their personal career journeys in investment management.
Complimentary admission | Open to members and non-members | Press allowed
Complimentary admission | Open to members and non-members
Charged admission | Open to members and non-members | Press allowed
Co-Chairs:
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone
Lina Rubin, Managing Director, Chief of Staff, Wealth Management USA, UBS
1410 Broadway
Suite 2601
New York, NY 10018
PH: (646) 868-8500 | Fax: (646) 619-4074
