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Event Date | Fri Mar 8 EST (almost 6 years ago) |
Location |
TBA
New York City, NY, USA |
Region | Americas |
Gen X and baby boomer American women control more than 60 percent of all personal wealth in the U.S, make 85 percent of all consumer purchases and are significant demographic for investors. Furthermore, as boomer retire and downsize over the next three decades they'll transfer $30 trillion in assets to their heirs; their financial choices will have major impact on all of america's economy. Despite these statistics, women invest 40 percent less than men.
Bloomberg will convene financial leaders and senior executives to address how the male dominated financial advisory industry can further evolve, ways in the sector can attract more female financial advisers, and engage and empower more women to invest their assets responsibly.
2019 Speakers
Yie-Hsin Hung
CEO, New York Life Investment Management
Cheryl Young
Managing Director, Senior Portfolio Management Director, Morgan Stanley Wealth Management
Gregg Keele
Private Wealth Advisor and Managing Partner, Acuitas Financial Group
Elizabeth Weikes
Executive Director/Financial Advisor, J.P. Morgan Securities
Laura Kane
CIO Wealth Management Research, UBS
Lucinda Baier
President/Chief Executive Officer, Brookdale Senior Living
Holly Kroft
Managing Director, Neuberger Berman
Peggy Collins
U.S. Investing Team Leader, Bloomberg News
Katia Porzecanski
Reporter, Bloomberg
Jeanna Smialek
Economics Reporter, Bloomberg
Ben Steverman
Wealth Reporter, Bloomberg
2019 Sponsors
• New York Life Investments