WEBINAR: Women & Wealth: Discussion with Barbara Stewart, CFA
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WEBINAR: Women & Wealth: Discussion with Barbara Stewart, CFA

11/20/2019
When: Wednesday, November 20, 2019
3:00 pm - 4:30 pm PST
Where: Live Webinar
United States
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Women & Wealth: Discussion with Barbara Stewart, CFA

In Partnership with CFA Society New York


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

Stephen MayroseCFA, CFPFinancial Advisor & Portfolio Manager, Morgan Stanley Wealth Management

Barbara Stewart, CFAResearcher & Author

Alicia Syrett, CEO, Pantegrion Capital

Jane Barratt, CAO, MX

 

Agenda

3:00 pm - Welcoming Remarks

3:05 pm - Keynote Address

3:45 pm -Panel Discussion

4:30 pm - Closing Remarks

View the Webinar

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