March 8, 2019 | New York City 

Inspired Investing: 
Helping Women Achieve Financial Stature

Gen X and baby boomer American women control more than 60 percent of all personal wealth in the U.S, make 85 percent of all consumer purchases and are a significant demographic for investors. Furthermore, as boomers retire and downsize over the next three decades they’ll transfer $30 trillion in assets to their heirs; their financial choices will have a major impact on all of America’s economy. Despite these statistics, women invest 40 percent less than men.

Bloomberg will convene financial leaders and senior executives to address how the male dominated financial advisory industry can further evolve, ways in which the sector can attract more female financial advisers, and engage and empower more women to invest their assets responsibly.

March 8 - Friday

8:00 am

Registration & Networking Breakfast

9:00 am

Welcome Remarks

Host

9:05 am

Fireside Chat

Speaker

Moderator

9:15 am

Ageless ROI: Finding Alpha for Female Decision Makers

It used to be when people turned 60 they were getting ready to retire; today their life is just getting started. Medical advances, wellness and lifestyle improvements are contributing to longevity and healthy women need to be financially prepared to live well into their 90s. Unfortunately, 1 in 3 Americans have zero savings for retirement, baby boomers are financially being forced to step into second careers, and younger generations are prioritizing paying off debt instead of saving for the long term. Regardless of age, planning for longevity and milestones is smart for everyone. Whether it’s favoring equities to bonds, or sustainable investing or ETFs, we’ll look to better understand the different needs specific to women and what asset allocation and portfolio balance is important to female clients.

Speakers

  • Gregg Keele

    Private Wealth Advisor and Managing Partner, Acuitas Financial Group

  • Holly Newman Kroft

    Managing Director, Neuberger Berman

  • Elizabeth Weikes

    Executive Director and Financial Advisor, J.P. Morgan Securities

  • Cheryl Young

    Managing Director, Senior Portfolio Management Director, Morgan Stanley Wealth Management

Moderator

9:45 am

Bloomberg Presentation: A Great Wealth Transfer?

For today’s financial leaders, it’s imperative to further understand how the economy and changing demographics in the U.S. and globally will shake up the investment landscape. From an evolving labor force, to a shift in wealth transfer, and the implications of millennials and aging Gen X and baby boomers, Bloomberg economists will present in-depth research and data analysis through the charts to gear today’s money managers with the underlying insights of a shifting society.

Speaker

10:00 am

The Modern Adviser: Embracing Fintech to Stay Competitive

The rapid rise in technology is having an enormous impact on the financial services industry. Traditional advisers fear robo-advisors and some say artificial intelligence threatens their very existence. Understanding how technology is changing the industry, dividing lines between generations and how those female generations are embracing that change, could spell success or failure for today’s financial planners. Contrary to what you might think, wealth advisers who overcome the fear of losing the familiar and use disruption to their advantage, could boost customer engagement and become even more relevant to their clients. We’ll explore the pros and cons, and lessons learned, as to how the financial world can find new balance of people and technology.

Speakers

Moderator

10:30 am

Mindful Money: Doing Well by Doing Good

Burnout for women in today’s workforce is a real thing and the link between physical, mental and emotional fitness and financial success is more related than you think. No matter how much money you make, you have nothing without health — and whether you’re investing your money or managing someone else’s, finding time for yourself is not only important to you — it’s paramount to your clients. With a special focus on wellness, we’ll explore ways in which to better achieve work-life balance, how impact investing plays a role in connecting with your clients values and in the world, and how mental and physical fitness can lead to success.

Speakers

Moderator

11:00 am

Closing Remarks, Networking

Host

Speakers

Susan Docherty

Chief Executive Officer Canyon Ranch

Sylvia Kwan

Chief Investment Officer Ellevest

Richard McVey

Founder, Chairman and Chief Executive Officer MarketAxess

Yie-Hsin Hung

CEO New York Life Investment Management

Cheryl Young

Managing Director, Senior Portfolio Management Director Morgan Stanley Wealth Management

Gregg Keele

Private Wealth Advisor and Managing Partner Acuitas Financial Group

Elizabeth Weikes

Executive Director and Financial Advisor J.P. Morgan Securities

Nicole Sawyer

Programming Director Bloomberg

Laura Kane

CIO Wealth Management Research UBS

Lucinda Baier

President and Chief Executive Officer Brookdale Senior Living

Holly Newman Kroft

Managing Director Neuberger Berman

Peggy Collins

Managing Editor, U.S. Economy Bloomberg News

Katia Porzecanski

Reporter Bloomberg

Jeanna Smialek

Economics Reporter Bloomberg

Ben Steverman

Wealth Reporter Bloomberg

Jessie Szymanski

Head of Investor Marketing & Strategy LendingClub

Sponsor

New York Life Investments, the global asset management arm of New York Life Insurance Company, is built on the enduring foundation of New York Life’s long and stable 173-year history. With $544 billion in assets under management (as of December 30, 2018), New York Life Investments offers retail and institutional investors access to specialized, independent investment boutiques, with capabilities across virtually all asset classes, market segments and geographies. Through this combination of a long-term orientation and the diverse perspectives of its boutiques, New York Life Investments is committed to building lasting relationships with its clients by providing dedicated service and building flexible solutions that help them achieve their strategic goals.

New York Life Insurance Company (www.newyorklife.com), a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies**.

*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/18. For methodology, please see http://fortune.com/fortune500/

**Individual independent rating agency commentary as of 7/30/2018: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+)