Webinar: “Women and Wealth”

VIDEO REPLAY (note: may not play on Chrome)

The FCS is proud to partner with The New York Times to stage our annual event on "Women and Wealth." This is our first virtual event on the topic and first opportunity to reach a truly national audience for this timely conversation.

Women are increasingly taking the lead with regard to investment decisions and are coming into more wealth than ever before. According to McKinsey, “By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers possess, a wealth transfer of such magnitude it approaches the GDP of the United States.”

This shift in women’s financial power poses compelling questions and opportunities for financial institutions. How do marketing and communications strategies need to change to better connect and build trust with female investors? What is new research telling us about how women’s wealth priorities may be different from prior generations?

In this FCS panel discussion, we’ll explore what initiatives have worked and resonated most with this audience, what past and current outreach looks like, and what future plans are to communicate to this ever-more important segment of clients.

Rebecca Blumenstein, Deputy Managing Editor, The New York Times will moderate our panel, which will include:

  • Nicole Pullen Ross, Managing Director | NY Region Head, Private Wealth Management and Head of Sports & Entertainment Solutions, Goldman Sachs
  • Kim Grant, SVP, Enterprise Customer Engagement and Investment, Bank of America
  • Barri Rafferty, Executive Vice President, Head of Communications, Wells Fargo

REGISTER FOR THIS FREE VIRTUAL EVENT

  • Start November 17, 2020 01:00 PM EDT
  • End November 17, 2020 02:00 PM EDT
  • Location ONLINE ONLY

Speakers

Moderator Rebecca Blumenstein

Deputy Managing Editor

Rebecca Blumenstein has been deputy managing editor of The New York Times since February 2017, where she heads the digital report and focuses on making The Times an essential destination for business, economics and technology coverage. Previously, she was deputy editor in chief of The Wall Street Journal. Before that, she was the Journal’s Page […]

Panelist Nicole Pullen Ross

NY Region Head, Private Wealth Management

Nicole is region head of the New York Private Wealth Management (PWM) business and is also head of the PWM Sports and Entertainment Solutions (SES) offering, which her team launched in 2018. SES offers clients in the sports and entertainment industries advice and access to the firm’s global resources and network. She is also a […]

Panelist Kim Grant

SVP, Enterprise Customer Engagement and Investment

Kim F. Grant is the Strategic Communications Planning and Paid Media Executive for Bank of America, Merrill and Global Markets. A 23 year veteran of BofA, Kim leads a diverse and dynamic team tasked with harnessing consumer insights and designing communications strategies across paid, owned and earned channels. She is responsible for all paid investment […]

Panelist Barri Rafferty

Executive Vice President, Head of Communications

Barri Rafferty is the head of Communications, where she oversees Wells Fargo’s media relations, external and internal communications, storytelling, reputation management, brand strategy and management, advertising, sponsorships, and heritage and museums. She directs a team of more than 500 communicators and marketing professionals who serve various stakeholders, including the company’s approximately 266,000 employees. A strategic […]

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