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
SPEAKERS
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.
Toll Brothers (TOL), Independent Director
Gateway to Leadership, Independent Director
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.
Lauren Goodwin is an economist and the Chief Market Strategist at New York Life Investments. She leads the firm’s Global Market Strategy team, and is responsible for economic and market research, asset allocation, and thought leadership to empower investment decision-making.
Lauren’s research focuses on the investment implications of an evolving macroeconomic and capital markets environment. She has written extensively on global economic developments, policy, portfolio construction, megatrends, and geopolitics. Lauren authored the CFA Institute’s curriculum on Geopolitical Risk.1 Lauren is a member of the Milken Institute Young Leaders Circle – a highly regarded program for select intellectually curious, motivated, and philanthropic professionals.
Lauren has a unique ability to explain complex economic and market issues in a relatable and actionable way. She regularly represents the firm as a keynote speaker at conferences and in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei, and the Wall Street Journal. She is a host of the firm’s economic and market podcast, Market Matters.
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.
1. “Introduction to Geopolitical Risk”, tested in CFA Level 1 exams