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Listen, Learn & Lead | Black VoicesContains 1 Component(s)
Join us for an important discussion about race in the asset management industry. Hear from a range of generational perspectives about what it means to be a Black senior leader, mid-level manager, or new entrant in the industry.
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 1 Component(s)
Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. http://www.deltadata.com
Women In Asset Management | Inclusivity In the Digital LandscapeContains 1 Component(s)
This panel from Women in Asset Management Virtual Summit in September 2020 goes in-depth on how to make the asset management industry more inclusive in this era of digital and remote work. It features panelists from Nicsa and Nicsa's Diversity Project North America members. Nicsa.org/Diversity womeninassetmanagement.uk/new-york/ Panelists: Justine Phoenix, Nicsa Niamh Fitzgerald, BMO Global Asset Management Paul Olschwanger, Aon
Listen, Learn & Lead | Authentic AllyshipContains 1 Component(s) Recorded On: 09/21/2020
A conversation about how allies can promote Diversity, Equity, and Inclusion, and a candid look at the obstacles impacting black people in the asset management industry. Featuring: Steve Duncan (BNY Mellon), India Gary-Martin (Leadership for Life), Maurice Tsuro (BlackRock), and Jason Tyler (Northern Trust)
The Future of the Transfer AgencyContains 1 Component(s) Recorded On: 07/28/2020
FIS and other industry thought leaders discuss lessons learned from COVID19 and how to enhance immunity of the transfer agency in the event of future crises.
Invesco's Nate Dierkling on the Evolving FA PracticeContains 1 Component(s)
Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
Fidelity Investments' Tricia Haskins on Distribution DisruptorsContains 1 Component(s) Recorded On: 02/27/2020
Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
American Century's Chris Lahna on Collaborative Solutions to D&IContains 1 Component(s) Recorded On: 12/16/2019
American Century’s Chris Lahna on why collaboration is so important when tackling diversity and inclusion issues
Merrill Lynch's Sandy Bolton on Leading Trends in DistributionContains 1 Component(s) Recorded On: 12/06/2019
Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
BlackRock's Eve Cout on the Evolution of Model PortfoliosContains 1 Component(s) Recorded On: 11/25/2019
BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
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