Venue
TBA
TBA, New York City, NY, USA

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Event Date Fri Mar 8 EST (almost 6 years ago)
Location TBA
New York City, NY, USA
Region Americas
Details

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.

Speakers

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

Sponsors & Partners

2019 Sponsors

• New York Life Investments