Launch of Millennials report by CFA Institute, Future of Finance and the FINRA Foundation (exact title TBD)

Launch of Millennials report by CFA Institute, Future of Finance and the FINRA Foundation (exact title TBD)2018-08-03T17:03:33+00:00

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  • Jared Steckler
    Keymaster
    Post count: 2

    https://www.cfany.org/pdf/5a4c117e458ee/3455/

    Your Contact Information
    Name
    Mario Carias
    Email
    mcarias@cfany.org
    Post Custom Field
    31086
    Event Details
    Event Title
    Launch of Millennials report by CFA Institute, Future of Finance and the FINRA Foundation (exact title TBD)
    Event Start Date
    10/04/2018
    Start Time
    06:00 pm
    Event Duration
    2 Hours
    Interest Group / Series
    • Other – Unlisted

     

    Other – Unlisted
    CFA Institute
    Event Type
    Select Event Type
    Event
    Event Location
    Room Request
    3 Rooms (fits up to 200)
    Expected Attendees
    100+
    Livestream and/or Recorded Event?
    Yes
    Organizers
    Key Organizers
    Name Title/Firm OR Volunteer Title Email Phone
    Tara Smith Project Manager, Future of Finance CFA Institute tara.smith@cfainstitute.org 434-951-0603

     

    Additional Organizers (If Any)
    Name Title/Firm OR Volunteer Title Email Phone
    Lauren McAdams Director, Society Relations Lauren.mcadams@cfainstitute.org

     

    Communications Secretary & Content Secretary
    Communications Secretary
    Name Email
    tbc: Sloane Ortel sloane@srvo.org

     

    Content Secretary
    Name Email
    tbc: Sloane Ortel sloane@srvo.org

     

    Event Overview
    Keywords for Marketing
    Millennial, FINRA, investing
    Description of Program
    A live, 75 minute event to launch a research report developed in collaboration between the CFA Institute and FINRA Foundation examining millennials’ investment behaviors, attitudes, and perceptions. The event will be held at the offices of the CFA NY society, with the in-person component accommodating up to 200 individuals (including members of the NY society, FINRA, CFA Institute, and the financial press), and a live stream component for remote attendees. The event will be comprised of a lead-in keynote speech by TBD subject-matter expert, with a panel presentation on the high-level findings of the study led by reps from Zeldis, FINRA, and CFA Institute, followed by a Q&A session. The live event may conclude with a reception. 
    Learning Outcome Statements (LOS): 3-5 Bullet Points
    TBD 
    Agenda (If Available)
    To Be ConfirmedOpening remarks by Kurt Schacht (CFAI) & Gerry (FINRA)

    Keynote

    Panel

     

    Speaker Details
    Number of Speakers Expected
    4-5
    Potential Speakers
    Select Type from drop-down. Add as needed.
    Other

     

    Important Note on Speakers
    POTENTIAL Speakers
    Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role
    Kurt Schacht CFA Institute Other Panelist
    Gerry Finra Other Panelist

     

    CONFIRMED Speakers
    Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role
    Asset Owner Panelist

     

    Is the press permitted to register for this event?
    Yes
    Partners & Sponsors
    Potential Partners & Sponsors
    Partner/Sponsor Name Confirmed? Contact Person: Name/Title Email Who Has the Relationship? (May be N/A)
    Finra Foundation Yes
    CFA Institute Yes Lauren McAdams Lauren.mcadams@cfainstitute.org

     

    Terms & Conditions
    I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
    • I understand and agree.

     

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