Women & Wealth: Discussion with Barbara Stewart, CFA 2019 | CFA Institute | 20 November 2019 | CFA Society, 1540 Broadway #1010, New York, NY 10036, USA

Venue
CFA Society
CFA Society, 1540 Broadway #1010, New York, NY 10036, USA

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Event Date Wed Nov 20 AST (about 5 years ago)
In your timezone (EST): Wed Nov 20 5:00pm - Wed Nov 20 8:00pm
Location CFA Society
1540 Broadway #1010, New York, NY 10036, USA
Region Americas
Details

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women’s financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

Speakers

2019 Speakers

Stephen Mayrose
CFA,CFP, Financial Advisor & Portfolio Manager, Morgan Stanley Wealth Management

Barbara Stewart
CFA

Maggie Wong
CFA, Product Specialist, principal Global Investors

Alicia Syrett
CEO- Pantegrion Capital

Jane Barratt
CAO, MX

Barbara Stewart
CFA