Duration

1 hour

About This Event

According to a New York Life Investments study, most female investors switch financial advisors for reasons other than investment performance. However, women represent a significant opportunity. Today, women control a substantial amount of wealth, $14 trillion, in the U.S. according to Forbes, and control 70-80% of all consumer purchasing. However, while women control more than 60% of all personal wealth in the country, they invest 40% less than men. The actionable insights delivered through this in-depth research are therefore designed to help advisors benefit from these industry dynamics through client acquisition, retention and referrals.

TOPICS TO BE DISCUSSED

  • Why women investors matter in your business
  • Our research methodology
  • Client segmentation
  • Five attributes of the ideal relationship with women
  • Relationship best practices
  • Incorporating our research into your investment process
 
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. 

 


SPEAKERS

Senior Managing Director
New York Life Investment Management LLC

Jac is the Head of U.S. Distribution at New York Life Investment Management (NYLIM). He is responsible for co-managing NYLIM's US retail business and leading its sales and global relationship management teams across all channels in the US that partner with the largest wealth management firms and their advisors across America. 

Jac joined the firm in 2018 in his current role. Previously, he was Head of Distribution for Hartford Funds. He also held roles at Eaton Vance as Head of U.S. Retail and Offshore Distribution and at MFS Fund Distributors, where he worked for 16 years. He has worked in the financial services industry since 1993.  

Jac earned a B.A. from Boston College.

Affiliations

Toll Brothers (TOL), Independent Director

Gateway to Leadership, Independent Director 


Director, Practice Management
New York Life Investments

Jennifer Tarsney is the Director of Practice Management at New York Life Investments. In her role, Jen is responsible for the development and delivery of practice management thought leadership to assist both senior management and advisors in understanding key trends and best practices in asset and wealth management.


Portfolio Strategist
New York Life Investments

Lauren, an Economist and Director of Portfolio Strategy at New York Life Investments, was named a 2020 Business Insider Rising Star of Wall Street.* Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions.

Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for the firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s.

Prior to joining the firm, Lauren held economist positions at JPMorgan, Wells Fargo, Frontier Strategy Group, and the OECD. She is a CFA Charterholder, graduated summa cum laude from the University of Southern California and holds a master’s degree in international economics from Johns Hopkins.

* For methodology and criteria on the Rising Stars selection process and award, please see: https://www.businessinsider.com/business-insider-seeking-nominations-rising-stars-of-wall-street-2020-7