Boston Professional Events List


Leadership in a Changing Industry: Panels focused on the financial services space


Date
May 02, 2017 - 04:00 PM - 06:00 PM
Organizer
Big Brothers Big Sisters of Massachusetts Bay
Venue
Westin Boston Waterfront Hotel
Location
425 Summer Street,

Boston,
Massachusetts,
US,
ZIP: 02210
Phone:

Big Brothers Big Sisters of Massachusetts Bay, one of the nation’s leading one-to-one mentoring programs, will be holding its inaugural Leadership Forum as a new addition to the agency's annual Big of the Year awards gala. Realizing the integral role the financial services industry has played in supporting the organization over the years, the agency will host two panel discussions featuring leaders from top independent broker dealer firms and financial product providers prior to the event's traditional networking reception and awards presentation.
 
The Leadership Forum panels will be moderated by Suzanne Siracuse, Publisher of InvestmentNews, and will bring together financial industry leaders from across the country to explore thought provoking discussions surrounding:
 
Leadership in a Changing Industry: The View Through the Lens of the Independent Broker Dealer: Panel will explore diversity in the industry, the landscape of changing advice and what this will look like in a few years, compensation models and the value of mentors.
  • Tom Halloran, President, Voya Financial Advisors
  • Jamie Price, President & CEO, The Advisor Group
  • Burt White, Managing Director and CIO, LPL Financial 
 
Leadership in a Changing Industry: The View Through the Lens of the Financial Product Providers: Panel will explore trends in the industry along with innovation in investing, the DOL fiduciary ruling, the impact of President Trump and the current administration, socially responsible investing and the power of transformational companies that haven’t been part of portfolios in the past and their impact on the local economy (i.e. GE).
  • Andrew J. Arnott, CEO, John Hancock Investments
  • Daniel J. Ivascyn, CIO, PIMCO Investments
  • Salim Ramji, Managing Director & Head of U.S. Wealth Advisory, BlackRock
  • John Streur, CEO Calvert Investments
  • William F. "Ted" Truscott, CEO, Global Asset Management, Columbia Threadneedle
 
Ticket price includes a networking reception and awards dinner taking place from 6-8 p.m. to follow the Leadership Forum panels. Register for the event here: https://www.bbbsmb.org/big-of-the-year-registration/
 

Event Categories
Keywords: Financial , industry , financial , industry , leadershi




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