Ahead of International Women's Day on March 8 2020, we are demonstrating how much women are furthering progress in the investment management industry. As space continues to be filled by more woman, more interesting discussions are made, power is distributed and the future of investment management can be realised. Enjoy the interviews.
Back in June last year, our Wealth/Stack event - an event dedicated to the synergy of financial advice and technology - announced that women could register for the conference at 78% of the registration fee.
Nina O'Neal, partner, Archer Investment Management, discusses why building a social brand is crucial in financial advice and what advice she would give to women starting as FA's in the industry.
Back in June at FundForum International BrownBrothersHarriman and SEB co-hosted the third annual Women in Funds event. Read a report of the seminal gathering.
Sherry Madera, chief industry and government affairs officer, Refinitiv explores investing in China and Asia as a whole and why it's an area that needs time dedicated to it.
Back in September, Shannon Saccocia, chief investment officer, managing director, Boston Private Wealth spoke on something timely. She noted the key issues that will dictate the 2020 US election.
A huge name in the financial advisor space, Teri Shepherd, president, Carson Wealth, spoke to us at Wealth/Stack on how to begin building a tech stack in wealth management.
Shana Sissel demonstrated her expertise in liquid alternatives earlier this year, which was a great way to kick off how women are pioneering thought leadership and portfolio management in the wealth management area.