IIW Conference - Session Video Listings
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Invest In Women empowers financial advisors to address the needs of female clients, ushering in a new era of excellence for financial advisors, industry leaders, and their valued clientele.
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Fireside Chat:
Moderator:
Tracey Longo – Washington Editor, Financial Advisor Magazine
Speakers:
Jenny Johnson – President & CEO, Franklin Templeton
Kristina Hooper – Chief Global Market Strategist, Invesco
Moira A. McLachlan – Senior National Director, Core Allocation Strategies, Senior Investment Strategist, AllianceBernstein
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Addressing Diversity: Opportunities And Challenges Within The Wealth Management Industry
Moderator:
Suzanne Siracuse – Founder and CEO, Suzanne Siracuse Consulting, LLC
Speakers:
Shevawn Adams – Senior Manager, Business Enablement, RBC Wealth Management
Rona Guymon – Sr. Vice President, Annuity Distribution, Nationwide Annuities
Emma Rodriguez-Ayala – Chief Administrative Officer and General Counsel, Ariel Investments
Clara Sierra – Senior Director, Moody’s Analytics
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Investing In Bitcoin
Moderator:
Antoinette Rodriguez – Chairwoman, Invest In Women, Financial Advisor Magazine
Speaker:
Katherine Dowling – General Counsel & CCO, Bitwise Asset Management
Sandy Kaul – Senior Vice President, Head of Digital Asset and Industry Advisory Services, Franklin Templeton
Krista Lynch – Vice President, ETF Capital Markets, Grayscale
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Science-Backed Coaching Strategies to Motivate and Inspire Clients
Speaker:
Sara Vita – Chief Talent Officer, Equitable Advisors
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Marketing Mavens: EmpowerHer Marketing Moderator:
Katherine Paulson – Chief Marketing Officer, Haven Tower
Speakers:
Erinn Ford – EVP, Advisor Engagement, Osaic
Marissa Fox-Foley – Chief Marketing Officer, Choreo Advisors
Erika Wilson – Chief Marketing Officer, Sound Income Group
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Charting the Path Forward: Insights from 2023 Women in Wealth Management Study
Speakers:
Samantha Allen – Senior Vice President of Marketing Strategy, Carson Group
Julie Ragatz Ph.D. – Vice President, NextGen and Advisor Development Programs, Carson Group
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