FCS New York will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust."
CFA Institute recenlty 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.
Join us for a valuable conversation at The Penn Club of New York (the FCS's inaugural event at this venue).
Sponsorships are available. Contact FCS CEO Kevin Windorf.
Director of Investor Engagement
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.
Gerri Walsh is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA). In that capacity, she manages FINRA's investor education initiatives, including developing and implementing new programs, creating interactive tools for investors, publishing print and online educational materials, and coordinating with government and non-profit partners. She also serves as President of the FINRA Investor Education Foundation, where she manages the Foundation's grant making and programmatic efforts to educate and protect investors. Her work focuses especially on research to advance understanding of the relationships among financial literacy, financial capability and financial well-being; leveraging distribution channels to distribute effective, unbiased financial education resources; and incubating scalable, sustainable programs focused on traditionally underinvested groups of Americans, including young adults, women, Native Americans and members of the U.S. military. She joined FINRA in May 2006. Prior to joining FINRA, Ms. Walsh was Deputy Director of the Securities and Exchange Commission's Office of Investor Education and Advocacy (OIEA) and, before that, Special Counsel to the Director of OIEA. She also served as a senior attorney in the SEC's Division of Enforcement, investigating and prosecuting violators of the federal securities laws. From 1989 to 1994, Ms. Walsh was an associate with Hogan & Hartson (now Hogan Lovells LLC), a Washington, DC law firm. She received her J.D. from NYU School of Law in 1989 and her B.A. from Amherst College in 1985. She is a member of the New York and District of Columbia bars. She volunteers on the Board of Gifts for the Homeless, Inc. (a non-profit organization dedicated to helping the homeless in the greater DC area).
Michael Livian, CFA, is CEO of Livian & Co., LLC, which he founded in July 2010.
Managing Director, Reputation Management
Judy Brennan serves as Managing Director of Reputation Management. She has more than 25 years of experience in corporate/financial communications, specializing in brand reputation, reputation risk management, special situations and global long-term positioning for clients across a range of industries. Her work in financial services includes public and private companies and high-profile executives in commercial and investment banking, investment services, mortgage lending, asset management and personal finance. In addition to building compelling profiles for her clients across multiple channels, Judy counsels her clients on how to navigate through challenging situations, including executive leadership changes, proxy campaigns, brand/product crises, litigation, regulatory issues and support for IPOs and other financial transactions. Prior to joining Ogilvy, Judy was Senior Vice President and Director of Ketchum’s Midwest Corporate & Healthcare Practice. During her tenure, she represented several clients in industries under siege, including the nation’s second largest independent mortgage lender during the mortgage loan crisis, one of the original nine TARP banks during the financial crisis, and some of the nation’s top health insurers during healthcare reform. Judy also spent 12 years at Sard Verbinnen & Co., a NY-based special-situations communications firm, where she provided strategic counsel and support on a range of high-profile accounts and handled numerous corporate-transformative assignments as well as long-term corporate reputation management, including media, investor relations and executive thought leadership. Brennan holds a B.A. degree with honors in history from the City University of New York at Hunter College.
Presenting Sponsor:Bloomberg Media
Partner Sponsor:The Economist Group
- The Penn Club has a business casual dress code. NO JEANS.
- No refunds after June 22.