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)2018-08-03T16:34:34+00:00

Forums Event Proposals New Submissions Launch of Millennials report by CFA Institute, Future of Finance and the FINRA Foundation (exact title TBD)

  • Author
    Posts
  • Event Proposal Test
    Participant
    Post count: 2

    https://www.cfany.org/pdf/5a4c117e458ee/3454/

    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
     

    NameTitle/Firm OR Volunteer TitleEmailPhone
    Tara SmithProject Manager, Future of Finance CFA Institutetara.smith@cfainstitute.org434-951-0603

    Additional Organizers (If Any)
     

    NameTitle/Firm OR Volunteer TitleEmailPhone
    Lauren McAdamsDirector, Society RelationsLauren.mcadams@cfainstitute.org

    Communications Secretary & Content Secretary
    Communications Secretary
     

    NameEmail
    tbc: Sloane Ortelsloane@srvo.org

    Content Secretary
     

    NameEmail
    tbc: Sloane Ortelsloane@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 Confirmed

    Opening 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
     

    NameTitle/FirmEmail/Phone# of EmployeesAUM ($US B)URL to BioSpeaker TypeSpeaker Role
    Kurt SchachtCFA InstituteOtherPanelist
    GerryFinraOtherPanelist

    CONFIRMED Speakers
     

    NameTitle/FirmEmail/Phone# of EmployeesAUM ($US B)URL to BioSpeaker TypeSpeaker Role
    Asset OwnerPanelist

    Is the press permitted to register for this event?
      Yes
    Partners & Sponsors
    Potential Partners & Sponsors
     

    Partner/Sponsor NameConfirmed?Contact Person: Name/TitleEmailWho Has the Relationship? (May be N/A)
    Finra FoundationYes
    CFA InstituteYesLauren McAdamsLauren.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.

You must be logged in to reply to this topic.