- This event has passed.
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.
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
6:45 PM | PANEL DISCUSSION
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