50 Top Women in Wealth - Complimentary Web SeminarJune 09, 2010 3:00 - 4:00 PM ET Join us and two of the 50 Top Women in Wealth as they discuss trends at the top of independent registered investment advisors and broker/dealers.
Women have a great deal to offer as wealth managers, and clients realize and appreciate this. More and more women are taking on senior roles in the industry, making important contributions, both in advisory and executive roles; in academia and in Washington.
This webinar will discuss: How the roles of women managing and advising investors about their wealth are changing.
- Do clients prefer women or men as their banker?
- What percentage of fund managers are women?
- Does marriage enhance women's or men's financial standing?
- What can you learn from Wealth Manager's 50 Top Women in Wealth?
- Views on the trends affecting female clients and women in wealth management.
Panelists:
Michelle Smith—Co-founder and Managing Director of Alexandria & James Co., LLC—a wealth management boutique located in New York for high-net-worth wealth investors and multi-family office. Smith is president of the firm's divorce strategies subsidiary.
Amy Webber—President and COO of Cambridge Investment Research, Inc.—an independent broker/dealer in Fairfield, Iowa with more than 1,700 affiliated registered representatives, and more than $33 million in assets under management
Moderator:
Kate McBride: Editor-in-Chief of WealthManagerWeb.com
Live: The Best Money Managers of the Year May 05, 2010 3:00 PM ET A series of Webinars with the 2010 Investment Advisor/Prima Capital SMA Managers of the Year
Want to hear how the best money management teams in the business outperform their peers year after year, performing rock-solid due diligence while expertly managing risk for their high-net-worth clients? Then sign up for this series of free interactive Webinars with the winners of the sixth annual Investment Advisor/Prima Capital 2010 Separately Managed Accounts of the Year. With managers who specialize in taxable and municipal fixed income, in international and domestic equities, and across all cap sizes, the 2010 SMA Managers of the Year will explain not only how they consistently construct top-performing portfolios for their clients, but where they see opportunity—and danger—on the investing road ahead.
Part I: The Big and Small of It
Large Cap and Small Cap SMA Managers of the Year
Wednesday, May 5, 2010, 3:00pm – 4:00pm ET
The Panelists:
- Atalanta Sosnoff Capital — Large Cap Equity: Portfolio Manager Bob Ruland
-GW Capital — Small Cap Equity: Portfolio Manager Scott Mullet
-LC.S. McKee — Domestic Value Equity: Senior VP Lloyd Stamy
The Moderator:
-Cliff Stanton: Chief Investment Officer, Prima Capital, and member of the 2010 SMA Managers of the Year award committee.
June 24, 2009 ET
New Foundation: The Obama Regulatory Plan
June 24, 2009 at 3:00 PM EDT
To view archive click here
To download PowerPoint presentation click here
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