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06
Aug

"What High-Net-Worth Investors Want from Their Advisers"

Breakfast

Summary

FCS New York is delighted to again partner with CFA Institute on a summer breakfast event focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their Advisers."

High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are not being met. CFA Institute research uncovered some unexpected findings that are relevant for financial advisers and those who market their services.

Join us for a presentation by Bob Dannhauser, head of Global Private Wealth Management at CFA Institute, who will then moderate a panel comprising marketing executives as well as a financial adviser to high-net-worth individuals.  The discussion will focus on how and where to reach highly coveted affluent audiences as they seek out financial advice and planning.

Speakers

Bob DannhauserKeynote / Moderator

Head, Global Private Wealth Management

CFA Institute
Bob Dannhauser, CFA, FRM, CAIA is Head, Global Private Wealth Management at CFA Institute, which he joined in 2007.
Jessica FernandezPanelist

Head of WMI Segment Marketing

Invesco US

Jessica Fernandez is Head of WMI Segment Marketing at Invesco, overseeing the strategic marketing efforts in support of the firm’s US and Canadian retail distribution segments. This includes National Broker Dealer & Independent, RIA, Personal Investing Platform, Private Client Group and Retirement, &Third-Party. She’s also responsible for value-add programming, including CEO Advisor Institute which is a highly specialized and dedicated consultative resource that helps financial professionals assess and transform their businesses. Ms. Fernandez joined Invesco when the firm combined with OppenheimerFunds in May of 2019. While at OppenheimerFunds, she served as Senior Vice President and Head of Integrated Marketing, leading marketing strategy for all the firm’s domestic and international retail and institutional business lines/channels. Her prior positions in the industry include sales assistant, financial advisor, and wholesaler for firms such as Smith Barney, Morgan Stanley, and AB (previously AllianceBernstein) before morphing her career into a successful marketing leader at AB, New York Life, CION Investments, and most recently, OppenheimerFunds. Ms. Fernandez is an industry veteran with over 17 years of experience who began her career working in many of the roles she markets to today. Ms. Fernandez earned a BS degree in business administration with a concentration in finance from Monmouth University and holds the FINRA Series 7, 66, and 24 registrations.

Ben HarrisonPanelist

Managing Director, Advisor Solutions

BNY Mellon | Pershing

Ben Harrison is a Managing Director for Advisor Solutions at BNY Mellon | Pershing. Ben is head of Business Development and a member of the Executive Committee for Advisor Solutions. Previously, he led business development for advisory marketplace solutions on the West Coast. Prior to joining Advisor Solutions in 2006, Ben served as vice president of regional sales for TD Ameritrade Institutional. He started his career with TD Waterhouse Institutional and has spent the last 20 years serving registered investment advisors. Ben was a 2010 Chairman’s Circle Honoree recognizing outstanding performance within BNY Mellon. He is currently a board member with the Foundation for Financial Planning. Ben earned a Bachelor of Arts degree in Economics Management from Ohio Wesleyan University. He has also completed the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania.

Adam TremblayPanelist

Partner

Kantar

Adam Tremblay is a Partner with Kantar’s Consulting Division where he works with clients to create and deliver strategic solutions to critical brand and business issues. He also leads the ROI practice. He has worked extensively with leading clients across a range of engagements, including growth strategy, brand valuation, brand purpose, portfolio strategy, brand and consumer strategy, and organizational excellence. He is motivated by the challenge of helping brands identify and capitalize on strategic growth opportunities through inspired, sometimes unconventional ideas. He has a background in financial services, across M&A, capital markets and private equity, in addition to advertising account management experience. Adam holds an MBA from the New York University Stern School of business where he graduated with honors, specializing in strategy, entrepreneurship & innovation, and marketing. He graduated magna cum laude, with honors and distinction, from Colgate University with a B.A. in economics and political science. He enjoys long-distance running (5 marathons and counting), surfing, snowboarding, weightlifting, good food and drink, and spending time with his wife, Britta, and their goofy border collie, Waffles (@wafflesworld).

Sponsors

  • Programming Partner:

    CFA Institute
  • Presenting Sponsor:

    Bloomberg Media Group
  • Presenting Sponsor:

    Condé Nast
  • Co-Sponsor:

    NEO Media World

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00
Become a member to get member's price.
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Until the Event

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Start
August 06, 08:00AM EDT
End
August 06, 09:45AM EDT

Address:

Harvard Club of New York City, 35 West 44th Street
  • All prices increase $15 per person on August 2.
  • No refunds after August 2.