National event explores some of the most thought-provoking issues facing advisors and their female clients.
OppenheimerFunds to present key findings on women and wealth.
SHREWSBURY, N.J. – Financial Advisor magazine is pleased to announce that it will host its 5th annual Invest In Women conference April 29-May 1 at the Loews Atlanta Hotel in Atlanta, Ga. The event will feature a wide range of speakers on topics that include next-gen advisors, diversity, impact investing, executive women, estate planning, behavioral finance, divorce, client relations, marketing and much more.
Christina Boris, OppenheimerFunds Vice President and Client Research Director, will deliver the opening keynote address highlighting new research on high-net-worth women from the firm’s The Generations Project, the fourth study OppenheimerFunds has published on this client segment. This year’s study examines how HNW women, men, and different generations make financial decisions; how they communicate, miscommunicate, or disagree over money; what asset classes they prefer; how they feel about sustainable investing; and what they want most from advisors.
Financial Advisor magazine invites all advisors interested in women and wealth to attend the conference, a national annual event that explores some of the most thought-provoking issues that face advisors and their female clients.
“FA’s goal with Invest In Women is to provide a compelling, national forum for advisors to engage on topics that are particularly relevant to women,” said FA’s Executive Editor Dorothy Hinchcliff and Director of Conferences. “IIW has continued to grow each year, and we expect record attendance at our upcoming conference.”
David Smith, FA’s Group Publisher and Cofounder, said he is extremely pleased with the support sponsors have given to Invest In Women. “Leading firms such as OppenheimerFunds, RBC, Dimensional Fund Advisors and TDAmeritrade, to name only a handful, see the value in conveying the message that women advisors and clients are a force that shouldn’t be ignored. The fact that so many of our sponsors are capable of sharing their research and expertise to our content is confirmation of this.”
In addition to OppenheimerFunds’ Ms. Boris, other conference keynote speakers will include:
• Dr. Bernice King, the daughter of Martin Luther King Jr. and Coretta Scott King. As CEO of the King Center in Atlanta, she has continued to advance her parents’ legacy.
• Lara Logan, a 60 Minutes journalist and war correspondent who faced harrowing experiences covering some of the world’s most dangerous places and who is known for her personal integrity.