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17
Mar

"The New Face of Wealth: Women"

Webinar

Summary

VIDEO REPLAY

The FCS is proud to partner with The Wall Street Journal | Barron's Group to launch a new three-part virtual event series called "The News You Need." Our panel discussions with senior marketing executives from leading financial brands will focus on important issues for our community: women & wealth, data analytics, and marketing of ESG investing.

The first event in the series, "The New Face of Wealth: Women," is timed for the middle of Women's History Month with a clear eye towards the future and the role women will play in controlling their own financial destination. Over the next 10 years, roughly $11 trillion in assets are likely to be put into play as two-thirds of baby-boomer assets currently held by joint households will be transferred to female spouses. The Covid-19 crisis is only accelerating the amount of ‘money in motion.’ [See: McKinsey: Women as the next wave of growth in US wealth management.]

In our discussion, we’ll explore how these changes represent an important inflection point for the financial services industry and learn what brands and marketers are doing to prepare.

April Ferrell, Global Managing Director, Wealth & Asset Management at Barron's Group, will moderate our panel, which will include:

  • Cathy Stahl, Global Head of Marketing, PIMCO
  • Lorna Kapusta, Head of Women Investors, Fidelity Investments
  • Tim Rea, Principal and Chief Marketing Officer, Edward Jones

Join us for for this insightful conversation and mark your calendar for the next two events in the series:

  • Tuesday, April 13, 1:00pm ET, "The New Normal: Data Mining to Drive Value"
  • Tuesday, May 11, 1:00pm ET, "The New Standard: ESG Investing"

Katie Weber, SVP, Financial Services at the Wall Street Journal | Barron's Group, will kick-off each event in the series with opening remarks.

REGISTER FOR THIS FREE VIRTUAL EVENT

Speakers

Lorna KapustaPanelist

Head of Women Investors

Fidelity Investments

  Lorna Kapusta is Head of Women and Investing at Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 30 million individuals, institutions and financial intermediaries.  In her role, Lorna is responsible for a firm wide initiative committed to empowering women investors to become more actively involved in their finances at every life stage. This includes developing new educational materials, events, communications tools and other resources designed to meet the needs of women and drive financial confidence.  She regularly speaks to women across the country about the opportunity and impact of financial engagement and is often quoted in the media sharing Fidelity research, resources and action steps to help women take control of their financial futures.  Previously, Lorna led Customer Segmentation and Financial Wellness efforts for Fidelity’s retirement business. Her team’s focus was to provide education and engagement opportunities to help investors plan holistically for short- and long-term goals, and take advantage of Fidelity’s tools, resources and financial professionals to help save, invest and build their wealth.  Prior to joining Fidelity, Lorna spent 15+ years in financial services tackling customer strategy and engagement, marketing and new business opportunities.  Lorna received her Bachelor of Science from Cornell University and her MBA from the NYU Stern School of Business.  She and her husband, Matt, live in the suburbs of Boston, juggling a busy household with their three children, Jacob (13), Aidan (11) and Sage (9), dog (Jazzy) and two cats (Monstah and Vadah).

Tim ReaPanelist

Principal and Chief Marketing Officer

Edward Jones

Tim Rea is chief marketing officer of Edward Jones. In this role, he leads the firm’s client insight, attraction and experience teams in addition to the firm’s marketing and advertising, branding and reputation management.  With a focus on keeping the client at the heart of the firm’s mission, Tim applies 30 years of multi-industry leadership experience and marketing expertise to help the firm become the first choice of serious, long-term individual investors.  He previously served as the executive vice president and chief marketing officer for Office Depot Inc., senior vice president of brand marketing for Darden Restaurants, and had increasing brand management leadership positions at Hershey Foods Inc. and the Procter & Gamble Co. Prior to working in the private sector, Tim served as a Captain in the United States Army.  Tim brings an experienced business leader perspective to the senior leadership governing groups he has been appointed to, including the firm’s Enterprise Leader-ship team and Enterprise Strategy Forum. From leading a $1 billion profit and loss, managing a $16 billion merger and leading several Marketing team transformations, Tim infuses a broad business perspective and contemporary non-financial industry experience to the strategic work of the firm.  A native of Boiling Springs, Penn., Tim values continuous personal learning and development. He earned a bachelor’s degree in economics from Harvard University and master’s degrees in economics and public administration from the University of Texas at El Paso. In addition to holding the AAMS® designation, he is a graduate of the Securities Industry Institute at the University of Pennsylvania's Wharton Business School.  Tim looks to positively impact both the broader marketing and St. Louis communities. He chairs the Global Retail Marketing Association’s advisory board for Financial and Insurance Services. He also serves on the St. Louis American Heart Association board of directors and is on the Executive Board of the Harvard Club of St. Louis.  Tim and his wife, Elizabeth, are the parents of two daughters, Allison and Abigail.

Cathy StahlPanelist

Global Head of Marketing

PIMCO

Ms. Stahl is a managing director in the Newport Beach office and global head of marketing at PIMCO. She also co-leads, with the CTO, PIMCO’s Global Digital effort and oversees PIMCO’s philanthropy platform, Purpose at PIMCO. Prior to joining PIMCO in 2011, Ms. Stahl was a managing director and head of marketing at Allianz Global Investors Distributors. Before this, Ms. Stahl held roles at Tiller, an advocacy marketing agency, and at OppenheimerFunds (acquired by Invesco). Ms. Stahl serves as a board member of The PIMCO Foundation, Boys & Girls Clubs of Central Orange Coast, and St. Margaret’s Episcopal School. She holds an undergraduate degree from Saint Mary's College, and is co-author of "Twin Set," a nonfiction book about parenting twins.

April FerrellModerator

Global MD, Wealth & Asset Management

Barron's Group

April is Global Managing Director, Wealth & Asset Management of Barron’s Group. In this role, she heads up partnerships and relationships with the asset management community across the globe. April also manages content from the asset manager cohort for the Barron’s Advisor Summits, which includes all advisor channels and wealth management firms. She joined Barron’s in 2010 as the National Sponsorship Manager. Previously, April was SVP, National Accounts Manager with BNY Mellon/Dreyfus and spent five years with J&W Seligman in National Accounts. She holds a BA in Economics from the University of Virginia. April also has her CIMA designation.

Sponsors

  • Exclusive Programming Partner:

    The Wall Street Journal | Barron's Group

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