Want to make more money for you and your clients? Increase gender diversity in the investment management industry. There is a growing body of proof that adding women to investing can boost returns, reduce volatility and create jobs from Wall Street to Main Street. This luncheon discussion will provide key facts about how gender diversity can impact your bottom line, while also providing practical solutions to recruiting and retaining female employees.
Meredith will discuss the findings of her book "Women of the Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)" with the diversity initiative within the Securities and Exchange Commission.
Are you trying to raise assets for your fund? Is it proving to be harder, more time consuming or simply more frustrating than you expected? This interactive session will help fund managers and marketers figure out how to effectively navigate the investor landscape, with an emphasis on the following topics:
- Targeting the right investors at the right time
- Effective strategies for first contact
- Keeping in touch – balancing persistence with pestering
- Asking for feedback
- Getting to yes (or no)
Meredith will give the opening address, covering topics such as gender parity, MWBE funds and investors, and small and new funds.
Organizing committee and attendee.
This event will discuss the findings of Women of The Street (Why Female Money Managers Generate Higher Returns (And How You Can Too) with the author and several of the Chicago based money managers featured in the book.
This theme addresses a question that continues to challenge investors: How can you achieve your return objectives in a low return environment? While taking a cue from the mood of the electorate, the title is meant to encourage investors to consider this question from several angles.
- Mobilize toward innovative policies. What new portfolio construction techniques and investment processes can you implement?
- Question assumptions. “Everyone” thinks it’s a low return environment. What if they’re wrong? Better yet, what can investors do to prove them wrong?
- Embrace the new. What new ideas will allow portfolios to outperform?
- Find the upside. Should a low return environment matter to long-term investors?
A discussion about the benefits of gender diversity in banking and finance, from both a business development and investment management perspective.
This event, hosted by Russell & the CFA Society of Seattle, will feature a keynote speech by Theresa Whitmarsh and a panel discussion about the benefits of gender diversity in investing.
Meredith will be speaking at the annual 3PM event on the key topic of "Managing Marketing Expectations." This keynote address will highlight the key drivers for successful asset raising through a third party marketer, and identify why many relationships go south.
Annual Dress for Success Gala Benefit
Meredith will be serving as an advisory board member and a discussion leader for this innovative event designed to uncover how institutional investors can improve the due diligence process.
Broads Circle Presents:
Why Women Investors Excel
The science behind high-performing
female money managers
A conversation with Meredith Jones, author of
Women of The Street: Why Female Money Managers
Generate Higher Returns (and How You Can Too)
and featured biotech fund manager and
DAFNA Capital Management's CIO, Dr. Fariba Ghodsian.
The gala features a keynote address by John Frank, Vice Chairman, Oaktree Partners and a panel discussion with Michael Trotsky, Executive Director of MassPRIM, a Kevin Walters, the Director of Communication for the Securities Division of TN’s Department of Commerce and Insurance, and Robert Stammers, Director of Investor Education at CFA Institute. The panel will be moderated by Meredith Jones, a pioneer in emerging and minority manager research, alternative investment consultant, author and local Nashvillian.
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