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25
Sep

"The Next Generation of Investor Trust"

Breakfast

Summary

FCS San Francisco will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recently conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and new investment tools are affecting the nature of trust.

Trust remains as the bedrock that supports the financial markets and underpins the investment management industry. Marketers must stay on top of how our companies, products, services, and most importantly our brands are perceived through the filter of trust.

Speakers

Alex CraddockPanelist

Global CMO ETF and Index Investing

BlackRock

Alex Craddock is Managing Director, Global CMO ETF and Index Investing at BlackRock.

Robert StammersPresenter

Director of Investor Engagement

CFA Institute

Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. As a senior executive for several institutional fund managers, Mr. Stammers was the portfolio manager for a $1 billion enhanced real estate fund, a $1.2 billion private timber fund, and several pension fund separate accounts. Mr. Stammers has his Bachelors of Arts in Economics from Connecticut College, his Master's in Business Administration from Emory University, and was awarded the CFA designation in 1997.

George MoriartyPanelist

Executive Editor, VP Content

Seeking Alpha

George Moriarty is Executive Editor and VP Content at Seeking Alpha. He joined the company in January 2012 as Managing Editor of Opinion & Analysis and works closely with CEO Eli Hoffmann and other company leaders on content and publishing initiatives for the Seeking Alpha contributor community. George has worked as a financial journalist and editor since 1997, most recently as Editor-in-Chief at Merrill Lynch Wealth Management Online Platforms. Prior to Merrill, he was Executive Editor at TheStreet.com. He lives in Bucks County, PA, with his wife, four young children and two dogs. 

Sponsors

  • FCS West Diamond Sponsor:

    Oath, a Verizon company
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS West Gold Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00
Become a member to get member's price.
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September 25, 08:00AM PDT
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Address:

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
  • All ticket prices increase $15 per person on Sept. 23.