Private Wealth Management

Women & Wealth: Discussion with Barbara Stewart, CFA

Wednesday, November 20 | 6:00 PM - 9:00 PM

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Overview

The financial landscape has been evolving, with women taking more and more of a role in both the industry and in managing family finances. The industry has its own preconceived notions about what women’s financial goals and risk tolerance are, but those notions are often incorrect. Our event seeks to illuminate the true objectives sought by women, and how they perceive risk in their investment portfolios.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS

Stephen Mayrose, CFA,CFP, Financial Advisor & Portfolio Manager, Morgan Stanley Wealth Management


6:05 PM | KEYNOTE ADDRESS

Barbara Stewart, CFA 


6:45 PM | PANEL DISCUSSION

Moderator

Barbara Stewart, CFA 

Panelists

Alicia Syrett, CEO- Pantegrion Capital

Jane Barratt, CAO, MX


7:30 PM | CLOSING REMARKS

Maggie Wong, CFA, Product Specialist, Principal Global Investors


7:35 PM | NETWORKING & CATERED RECEPTION

Event Sponsor