Face the Membership with Tyler Mathisen

9:30am – 10:30am: Face the Membership with Tyler Mathisen
There’s nothing normal about the new normal. Maintaining organizational culture, motivating teams, hiring employees, and creating business opportunities are just a few of the things that leaders across the industry are addressing every day. Get timely insights from the asset management industry’s top talent on how they see asset management evolving in 2021 and beyond.

10:30am – 10:35am: Sponsored Pop-Up Speaker (8)


CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Business Management & Organization

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.



Tyler Mathisen (Moderator) (Moderator)

Anchor/Correspondent/Program Host, CNBC

Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET) one of the network's longest running program franchises, as well as "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW).

Previously, Mathisen was managing editor of "CNBC Business News," responsible for directing the network's daily content and coverage. He had been the co-anchor of CNBC's "Closing Bell."

Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."

Before joining CNBC in 1997, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.

In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.

A native of Arlington, Va., Mathisen graduated with distinction from the University of Virginia.

Follow Tyler Mathisen on Twitter @TylerMathisen.

Ida Liu

Chief Executive Officer

Citi Private Bank North America

Ida Liu is the Head of Citi Private Bank North America and a member of the Private Bank Global Leadership Team. Ida has 22 years of experience in the financial services industry with a proven track record of delivering results, developing and executing strategy and building exceptional teams. Ida leads the Private Banking activities in 25 offices across the United States and Canada and delivers robust global, wealth management solutions to ultra-high net worth and high net worth clients, family offices, global clients and foundations & endowments. Ida and team are focused on deepening and acquiring new client relationships and delivering firm wide Citi solutions. Additionally, Ida sits on the Citi Women Steering Committee, Citi’s global strategy to focus on the advancement of women. Prior to being named Head of North America, Ida was Citi Private Bank’s Global Market Manager for New York, and under her leadership, the New York business experienced double-digit growth year after year.

Prior to being the Global Market Manager for New York, Ida founded Citi Private Bank’s North America Asian Clients Group. She started her career at Citi Private Bank in 2007 by launching and heading the Fashion, Retail and Entertainment Group. Before joining Citi, Ida was at Vivienne Tam, a women’s wear design house, where she was Global Head of Sales, Marketing, Public Relations and Business Development. Prior to this, Ida spent seven years in investment banking with Merrill Lynch’s mergers and acquisitions, and technology, media and telecommunications investment banking groups in New York and Hong Kong. She started her career in mergers and acquisitions at BT Wolfensohn (now Deutsche Bank).

In 2020, the American Banker awarded Ida as one of the 25 Most Powerful Women in Finance and Barron’s recognized Ida as one of the 100 Most Influential Women in U.S. Finance. She also has been recognized as a Crain’s 40 Under 40, World Economic Forum Young Global Leader, Financial Times Top 100 Advisor and Top 50 Outstanding Asian Americans in Business. Additionally, Ida is a member of The Committee of 100 (C100) and Young Presidents’ Organization (YPO). She previously served as a Board Member for Wellesley College Alumnae Association, Harvard Kennedy School Women’s Leadership Group, Volunteers of America and as an Advisor to Asia Foundation’s Lotus Circle. Ida is a frequent contributor to Bloomberg TV, MSNBC and has been a featured speaker at many industry events.

Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global Leadership and Public Policy for the 21st Century. She is fluent in Mandarin Chinese, Spanish and conversant in Italian and Russian.

Suni Harford

President of Asset Management

UBS

Suni Harford was named President of Asset Management in October 2019. UBS AM is one of the largest asset managers globally, with USD 980 billion in invested assets and a presence in 22 markets. The firm offers world-class investment capabilities and styles across all major traditional and alternative asset classes, as well as platform solutions and advisory support. It is recognized for its innovation and thought leadership in key areas, such as sustainable and impact investing, and is the #1 foreign manager in China.

Suni is Chair of UBS AM's Executive Committee, Risk Committee, and is a member of the UBS Group Executive Board. She is a board member for the UBS’s Optimus Foundation, and the executive sponsor of UBS’s Sustainable Finance Committee.

She joined the firm as Head of Investments in 2017 where she was responsible for the investment team for UBS AM's traditional asset classes, passive and active, and UBS O'Connor, UBS AM's multi strategy hedge fund.

Before joining UBS, Suni worked at Citigroup for almost 25 years, most recently as the Regional Head of Markets for North America, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi's Pension Plan Investment Committee and a Director on the Board of Citibank Canada.

During her earlier career, Suni was Citi's Global Head of Fixed Income Research (2004-2008), was the Co-Head of Debt Capital Markets, and served as CEO of The Yield Book Inc., an analytics company and wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking.

Suni is a co-chair of the World Economic Forum Global Future Council on Investing. Sheis a founding sponsor of Veterans on Wall Street, serves on the Bob Woodruff Foundation’s Board of Directors, and is involved in many organizations raising awareness and support for the US veteran community. She is actively involved in UBS's Diversity & Inclusion Committee and a senior sponsor of UBS's women's networking and mentorship organization, All Bar None. She has served on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business.

Suni has held seats on the Board of several industry associations including the Depository Trust and Clearing Corporation and Securities Industry Financial Management Association. She is a regular contributor to industry conferences and keynotes, is Investment Week’s ‘2020 International Investment Woman of the Year’, andis often named one of American Banker’s Top 25 Women in Finance.

Suni lives in Connecticut with her husband Woody, their three children Devon, Jenna and Liam, and their dogs, Sully and Mike Wazowski.

Doug Sieg

Managing Partner, Lord, Abbett & Co. LLC

President and Chief Executive Officer, Lord Abbett Family of Funds

Doug Sieg is the Managing Partner of Lord, Abbett & Co. LLC and serves as President and Chief Executive Officer of the Lord Abbett Family of Funds. As Lord Abbett’s 10th Managing Partner, Mr. Sieg is responsible for leading the firm in delivering on our mission: Securing a sustainable future for our clients, our people, and our world. In this role, he oversees the firm’s efforts in drawing on the strength of its people, delivering relevant and superior investment strategies, cultivating meaningful relationships, and ensuring organizational stability. Mr. Sieg oversees the Executive Committee and Investment Committee, which are focused on managing and operating the firm. 

During his 26-year career at Lord Abbett, Mr. Sieg has worked with virtually every area of the organization, including distribution, investments, human capital management, finance, digital, and corporate services. Prior to assuming his role as Managing Partner, he was in charge of Client Services, where he led a successful international expansion of the organization. He has worked in the financial services industry since 1992. 

Mr. Sieg earned a BS in business from The Pennsylvania State University. He lives in Summit, New Jersey with his wife and four daughters. Mr. Sieg is on the board of Kent Place School, which has provided a superior education to young women from diverse backgrounds for more than 100 years.

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Face the Membership with Tyler Mathisen
02/26/2021 at 9:30 AM (EST)  |  Recorded On: 03/03/2021
02/26/2021 at 9:30 AM (EST)  |  Recorded On: 03/03/2021
Sponsored Pop-Up Speaker - BNY Mellon
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