Career Development, Conference, Conference / Seminar, Seminar, Virtual Events & Programming, Young Leaders

Searching for a Job, and Investment Opportunities, in Niche Sectors

Thursday, November 3 | 5:00 PM - 9:00 PM

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Cvent Transition Guide

Overview

This unique event will allow members to hear about trends from the top of the financial services job market. This information will be helpful to those considering a new position or hoping to properly prepare themselves for an eventual move. Then attendees will hear from some niche market asset managers. This subsector could provide job growth. Their thoughts are also interesting to asset owners whose due diligence may not normally extend to these types of managers.

Agenda

5:00 PM | REGISTRATION & CHECK-IN


5:15 PM | EMPLOYMENT KEYNOTE SPEAKER

Bradlee Benn, Executive Search Consultant, RusselReynoldAssociates


5:45 PM | GEMSTONE INVESTING KEYNOTE SPEAKER

Dana Auslander, CEO/Founder, LUXUS


6:15 PM | EMPLOYMENT PANEL DISCUSSION

Peter Calvert, Senior Managing Director, Atlantic Group

Robert Pestreich, Managing Director, Harrison Stone, LLC

Andrew Smith, Director, Long Ridge Partners

Lisa Steele, Partner, BraddockMatthews


7:00 PM | NICHE STRATEGIES PANEL DISCUSSION

Dana Auslander, CEO/Founder, LUXUS

Bill CisnerosPresident, Primary Wave IP Investment Management

Kraig Devore, CFA, Portfolio Manager, Cult Wines

Chris Yetter, Founder, Portfolio Manager, Dumont Global


7:45 PM | NETWORKING & WINE

Additional Details

Learning Outcomes

  • Career direction
  • Personal branding
  • Educational goals
  • Job seeking skills
  • Education on Niche Strategies