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10
Jun

"Understanding the Next Generation Investor"

Webinar

Summary

VIDEO REPLAY

The FCS is proud to continue our partnership with The Wall Street Journal | Barron's Group in presenting our ongoing virtual event series. Our next topic is "Understanding the Next Generation Investor," featuring a panel discussion moderated by MarketWatch's Editor in Chief Jeremy Olshan.

Our panelists include:

  • Dipti Kachru, Chief Marketing Officer, J.P. Morgan Wealth Management
  • Kim Rosenblum, Chief Marketing Officer, Betterment
  • Lule Demmissie, President, Ally Invest

The investing landscape is undergoing rapid changes, and Millennials are a driving force in a new financial space that challenges that challenges and sometimes vexes the established players. The Wall Street Journal | Barron’s Group recently developed a study, in partnership with MarketCast, to uncover trends such as:

  • Modern pathways to financial literacy
  • Closing the gender investment gap
  • Heightened expectations for corporate social responsibility
  • Financial advisor role expectations
  • Investment wish list

In this discussion, we’ll dive into these trends, unveil key findings from the research, and learn what industry leaders are doing to grow and thrive.

This is a free event. Registration is required. The event will be recorded, and a video replay will be posted on this page later that day.

FREE EVENT REGISTRATION

Speakers

Dipti KachruGuest speaker

Chief Marketing Officer

J.P. Morgan Wealth Management

As Chief Marketing Officer, Dipti is responsible for marketing for the U.S. Wealth Management business, leading brand and advertising, acquisition and lead generation as well as client deepening. She helps the business understand the voice of the customer and guides product design and client experience, helping the organization effectively deliver the breadth and depth of its digital and advised offerings, in service of its customers’ financial goals. Dipti has extensive experience in wealth management and financial services marketing and is recognized for her strong leadership, client-centricity, business acumen, and passion for driving breakthrough creative. Over the last several years, she has held senior marketing roles at Chase as well as J.P. Morgan Asset Management, prior to which she spent seven years at OppenheimerFunds, Inc. across various marketing functions. Dipti started her career in advertising and promotional marketing, working on some of the most inspiring brands in the world including Pepsi, American Express, Cadburys and ESPN. She received her undergraduate degree from Lady Shriram College, New Delhi, and her Masters in Strategic Communications from Columbia University. Dipti lives in Jersey City, NJ, with her husband Sid, ten–year-old daughter, Anya, and three-year-old son, Neil.   

Kim RosenblumGuest speaker

Chief Marketing Officer

Betterment

Kim Rosenblum is Betterment’s Chief Marketing Officer. She oversees all of Marketing at Betterment which includes: Product & Growth as well as the Brand Creative Studio, Website Experiences, Press, Analytics and the Insights teams. Previously, Kim led marketing and creative for major media brands including Nickelodeon and TV Land. She was also part of the leadership team for Women For Biden-Harris, overseeing strategy, content and marketing for the grassroots coalition, the largest of its kind. In her 25+ years of professional experience, Kim has won multiple awards and recognition for her work, including an Effie for media plan, an Emmy for branding, and Variety’s Brand Innovator Award. Kim is a graduate of The University of Iowa, whee she received degrees in both Communication Studies and Spanish.

Lule DemmissieGuest speaker

President

Ally Invest

As President of Ally Invest, Lule is responsible for Ally Invest Securities, Ally Invest Advisors, and API business lines. This includes the products and services delivered to Ally’s all-digital client base; the shaping of the end-to-end client experience; and the management of the P&L and growth strategy for the business. Lule has a passion for investor behavior, agile product development and an appreciation of design thinking in shaping user-centric experiences. Lule is an advocate for empowering everyone to take control of their financial futures. She believes what we all have in common in our financial challenges and concerns far exceeds our differences, but there is no doubt that “financial wellbeing” is not the same among all groups. As a financial executive with a range of intersectional identities, a woman of color and a member of the LGBTQ community to name a few, she has a perspective that is not often represented on the investment and financial challenges facing a variety of communities. Prior to joining Ally Invest, Lule was the Managing Director of Investment Products & Digital Guidance at TD Ameritrade. During her tenure there, Lule lead the development and launch of the financial guidance services, tools, and products for long-term-oriented retail investors. Her commitment to the firm’s Agile/Lean approach to product development resulted in the launch of many innovative firsts for the firm including the firm’s automated Investment Management Services – Essential Portfolios and Selective Portfolios (“robos”), the retail Goal Planning experience, and the firm’s first long-term investor-focused mobile application—TD Ameritrade Portfolios, to name a few.  Lule is committed to cultivating a culture with diverse perspectives and talents and was the recipient of TD Ameritrade’s 2015 Impact Award, a coveted annual award which recognizes a Managing Director who is paving the way in building, developing, and retaining a diverse group of associates — while continuing to foster a culture where all associates feel valued, respected, and challenged. She is a regular contributor to various blogs on topics related to goal planning and behavioral insights that can help drive strong financial choices among retail investors.  Prior to working at TD Ameritrade, Lule worked for leading investment firms such as Morgan Stanley, J.P. Morgan, and Merrill Lynch as a product manager, product developer, and a financial advisor. She holds a B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and the 7, 66 and 24 securities licenses. While at business school Lule won both the coveted Toigo Foundation and Goldman Sachs Fellowships.

Jeremy OlshanModerator

Editor in Chief

MarketWatch

Jeremy Olshan is Editor in Chief of MarketWatch.

Sponsors

  • Exclusive Programming Partner:

    The Wall Street Journal | Barron's Group

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