Women in Wealth
Women in Wealth
**Subject to change**
Thursday, January 22, 2014
8:00 am – 9:00 am Registration & Continental Breakfast
9:00 am – 9:15 am Chair's Welcome and Opening Remarks
Hannah Shaw Grove
Founder and Executive Chair,
Private Wealth Magazine
Principal, HS Grove LLC
9:15 am – 10:15 am Industry Executive Roundtable: Building the Future of Wealth Management
  • How do leading change-agents in the field assess the current landscape in wealth management?
  • Is the current focus on goals-based investing gaining traction? What are the best emerging strategies in addressing the retirement income challenge?
  • Has the moment for sustainability and impact investing finally arrived? What is the demand profile, who is driving it, and are the products ready?
  • What is the current thinking around the great impending wealth transfer? How are advisors, platforms, and asset managers approaching the emerging threats and opportunities here? How will this sea change impact women in the industry?
  • What is the long-term vision and mission for these leaders for the industry? What strategies and tactics are being engaged to bring these ideas to reality?

Confirmed Speakers
Cathy Saunders, Head of the RIA Business
Putnam Investments

Lori Hardwick, Executive Vice President, Advisory Services
Envestnet, Inc.

Deena Katz
Chief Executive Officer and President, Evensky & Katz, LLC
Associate Professor, Personal Financial Planning Division, Texas Tech University

10:15 am – 10:30 am Morning Break
10:30 am – 11:15 am Keynote Presentation: Speaker TBA
11:15 am – 12:00 pm Women and Power: How the Current Leadership is Revolutionizing Corporate Culture
  • What are the priorities of executive women in the highest echelons of power with respect to advancement of diversity in the industry?
  • In what ways is a culture of equity and empowerment being cultivated both firm- and industry-wide?
  • How have these leaders overcome the negative correlation between success and likeability that research has found hampers women to further their careers?

Confirmed Speakers
Margaret M. Black-Scott, President and Chief Executive Officer
Beverly Hills Wealth Management

12:00 pm – 1:00 pm Networking Lunch
1:00 pm – 2:00 pm The Landscape of Disruption: Perspectives on Second and Third Order Effects of the Current Technological Environment
  • How is the evolution of technology and the exponential increase and influence of connectivity changing the landscape in wealth management?
  • With major consolidation predicted for the asset management industry in the immediate future, what are the intelligent strategies to operationalize to emerge victorious?
  • In what areas to stakeholders in the wealth management industry need to be early adopters in order to remain relevant in the busienss?
  • What are the disruptors that are visible on the horizon where technology meets wealth management?

April Rudin, Founder
The Rudin Group

Elizabeth Nesvold, Managing Partner
Silver Lane Advisors

2:00 pm – 3:00 pm Relationships in Wealth Management: Keys to Successful Partnership
  • How important is the role of relationship as a driver of business and professional success?
  • What are the hallmarks of a productive rapport?
  • What, if any, non-obvious elements and behaviors create erosion? What commonly-held assumptions can prove disastrous?
  • What are the current areas in which a business partner could add value and boost the relationship?

Sandra Bolton, Managing Director, Financial Solutions

Margaret Flynn-Martin, Executive Director, Head of Relationship Management *Confirmation Pending
Morgan Stanley Wealth Management

3:00 pm – 3:15 pm Afternoon Break
3:15 pm – 4:15 pm Behavioral Ethics, Gender, and the Financial Services Industry
  • Why do efforts designed to improve ethical behavior in the workplace continue to overpromise and under deliver? What does leading-edge research in the field of behavioral ethics reveal about the gap between perceptions of our ethicality and our actual ethicality?
  • What are the causes of these ethical blind spots, including ethical illusions, ethical fading, dangerous reward systems, and motivated blindness?
  • What insights can be provided on how to overcome these dangerous obstacles to ethical behavior?
  • What are the implications of this for leaders in the industry?

Ann Tenbrunsel, Rex and Alice A. Martin Professor of Business Ethics
Mendoza College of Business, University of Notre Dame

4:15 pm – 5:00 pm The Next Generation of Women Leaders
  • What are the ambitions and visions of the industry's top up-and-coming women?
  • What are the current challenges these women face in pursuit of their goals?
  • What are the most promising sources of support? What systems that are not yet in existence could further their success?
  • What are the implications of their ascendancy for the growth of the industry?

Mid-level Women Speakers TBA

5:00 pm Conference Concludes



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