Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantages

When times are uncertain, there are clear opportunities to turn differentiation into competitive advantage. Join us for a deep dive into the prospective political and economic trends that will remain – and the new ones that may emerge - as we head into 2021. Discover how your firm can position itself to navigate the uncertainty and explore what the bright spots on the horizon may be.


Dave Parks, Executive Director, EY
Greg Valliere, Chief U.S. Policy Strategist, AGF Investments
Candida 'Candi' Wolff, Executive Vice President, Global Government Affairs, Citi

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:

CPEs Earned: 1 CPE 

Field of Study: Regulatory Ethics

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.

Greg Valliere

Chief U.S. Policy Strategist, AGF Investments

Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets. He brings a unique perspective to AGF with over three decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics.

Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows. Most recently, Greg was the Chief Global Strategist at North Carolina based Horizon Investments, LLC and has nearly 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics. Greg is based in Washington, D.C.

Candida 'Candi' Wolff

Executive Vice President, Global Government Affairs, Citi

Candida “Candi” P. Wolff is Managing Director and Citi’s Head of Global Government Affairs. She is responsible for the company’s government affairs globally, including U.S. Federal, U.S. State, and international government relations. Ms. Wolff is responsible for identifying priority policy issues that may impact Citi’s structure, operations, clients and employees. She is charged with defining Citi’s position and developing advocacy and execution strategies on these issues.

Prior to joining Citi in May 2011, Ms. Wolff was a partner in the Legislative and Policy Practice at the law firm of Hogan Lovells where she represented clients in legislative matters before the Congress and the Administration. Her private-sector experience also includes time as a partner at Washington Council Ernst & Young, a Washington, D.C.-based consulting firm, and as an Associate in the Public Policy and Law section of Akin, Gump, Strauss, Hauer & Feld, a Washington, D.C.-based law firm. Additionally, Ms. Wolff has more than 20 years of government relations experience in key public and private sector positions. Most notably, from January 2005 to December 2007, she served in the White House as the Assistant to the President for Legislative Affairs – the first female to have ever held this position. As President George W. Bush’s principal liaison to Congress, Ms. Wolff had the primary responsibility for formulating and advocating the President's agenda in Congress. The position included advising the President and his cabinet on legislative strategy regarding economic, domestic, international and national security issues.

Ms. Wolff also served as head of legislative affairs for Vice President Cheney and worked for eight years in the U.S. Senate in senior staff positions in the Republican Leadership and as tax counsel to former Senator Malcolm Wallop of Wyoming. Ms. Wolff has been recognized multiple times by American Banker Magazine as one of the leading women in the banking industry and by National Journal and Washington Life Magazine as one of the most influential women in Washington, D.C.

Ms. Wolff is a member of the Board of Easter Seals, the Washington Tennis & Education Foundation, and the advocacy network of the Bipartisan Policy Center.

Ms. Wolff earned her B.A. in mathematics and political science from Mount Holyoke College and her J.D. from the George Washington University School of Law. She is a member of the District of Columbia Bar Association.


Seizing Uncertainty: Dynamics that Drive Differentiation & Competitive Advantages
10/09/2020 at 11:00 AM (EDT)   |  70 minutes
10/09/2020 at 11:00 AM (EDT)   |  70 minutes