It is with great pleasure we announce the 2018 Leadership Forum presented by Big Brothers Big Sisters of Massachusetts Bay and InvestmentNews. This is the 20th anniversary of securities industry professionals coming together to discuss important issues facing investors and the securities industry, while raising money for an important cause.
THURSDAY, MAY 3, 2018 | SHERATON BOSTON | 1:00pm – 8:30pm
InvestmentNews is excited to join us in hosting the event, with Publisher/VP and industry leader Suzanne Siracuse, moderating the panel discussions. Four panels will be presented, comprising of: senior leadership at broker dealers, senior leadership at asset management firms, industry leading financial advisors and innovative financial product representatives. This year’s theme, Investing for Longevity, is an enormously vital topic with far reaching consequences. By 2030 estimates are 1 in 5 Americans will be over the age of 65, and by 2050 the number of Americans 65+ will approximately double from today’s level to roughly 90 million. Whether you are running a company, managing personal wealth or building government policy, the aging population creates enormous challenges.
EVENT TIMELINE
1:00-2:00pm: Registration & EXHIBIT
2:00 – 2:45: THE VIEW THROUGH THE LENS OF THE BROKER DEALER
2:50 – 3:35 The VIEW THROUGH THE LENS OF THE ASSET MANAGEMENT FIRM
3:40 – 4:25 The VIEW THROUGH THE LENS OF THE LEADING FINANCIAL ADVISOR
4:30 – 5:15 THE VIEW THROUGH THE LENS OF THE FINANCIAL solutions provider
5:30 – 6:30 Networking Cocktail Reception with Silent Auction and keynote speaker, governor charlie baker
6:30 – 7:30 Program hosted by gord kluzak with Awards Ceremony and Live Auction
7:30 – 8:30 Networking Cocktail Reception Resumes
Investing for Longevity: The View Through the Lens of the Broker Dealer
Moderated by Suzanne Siracuse, Publisher/VP, Investment News
John Bahnken
President, Citizens Wealth Management
Wendy Benson
Head of Wealth Management, MassMutual Financial Group
Wayne Bloom
CEO, Commonwealth Financial Network
Lisa Dolly
Chief Executive Officer, Pershing, a BNY Mellon company
Sanjiv Mirchandani
President, Fidelity Clearing & Custody Solutions
Investing for Longevity: The View Through the Lens of the Asset Management Firm
Moderated by Suzanne Siracuse, Publisher/VP, Investment News
William T. Connolly, CFA
Co-Head of Global Distribution, Putnam Investments
James A. Jessee, CIMA, CLU
Strategic Advisor, MFS Investment Management
Lorna Sabbia
Head of Retirement & Personal Wealth Solutions, Bank of America Merrill Lynch
Ted Truscott
CEO, Columbia Threadneedle Investments
Mark Wiedman
Global Head of iShares and Index Investments, BlackRock
Investing for Longevity: The View Through the Lens of the Leading Financial Advisor
Moderated by Sterling Shea, Global Head of Wealth & Asset Management, Dow Jones
Chuck Bean, CLU, CHFC
Founder & CEO, Heritage Financial Services, LLC
Debra K. Brede, CFP
Founder, D.K. Brede Investment Management Company, Inc.
Joseph F. Coughlin, PhD
Director, MIT AgeLab
John P. Hyland, CFP
Founder & Managing Director, Private Advisor Group
Susan C. Kaplan, CFP
President, Kaplan Financial Services, Inc.
Investing for Longevity: The View Through the Lens of the Financial Solutions Provider
Moderated by Sterling Shea, Global Head of Wealth & Asset Management, Dow Jones
Robert DeChellis
President and Chief Strategist, Allianz Exchange
Dan Ivascyn
Global Chief Investment Officer, PIMCO
Edmund F. Murphy, III
President, Empower Retirement
Payson F. Swaffield, CFA
Chief Income Investment Officer, Eaton Vance Management
The 2018 John B. Pearson ‘Excellence in Mentoring’ recipient is James A. Jessee from MFS Investment Management. We will present the award to Jim during the program where we will celebrate his achievements.
Past Recipients of the “Excellence in Mentoring” Award:
2017 Honoree
Bigs in Blue Program Represented by
Officer and Big Brother, Jeff Lopes
Commissioner William Evans
Police Chief William Gross
2016 Honoree
Fr. William p. Leahy, S.J.
President, Boston College
2015 Honoree
Charlie Baker
The Governor of the Commonwealth of Massachusetts, Former Big Brother
2014 Honoree
Thomas M. Menino
Former Mayor of Boston
2013 Honoree
Paul A. Margolis
Partner, Longworth Venture Partners
2012 Honoree
Robert L. Reynolds
2011 Honoree
Robert T. Cassato
Former Senior Advisor to the Chief Operating Officer,
Manulife Financial Corporation
2009 Award Naming
John B. Pearson
Former President and CEO, Big Brothers Big Sisters of Massachusetts Bay
2010 Honoree
William E. Dwyer III
Board of Directors and chair of the Big of the Year
Event Chair
Bill Dwyer
Entrepreneur
Co-Chairs
Mark Coneeny
Putnam Investments
Eileen Norton
Voya Financial
COMMITTEE MEMBERS
Tori Anthony
LPL Financial
David Bergers
Jones Day
Jonathan Bryda
Commonwealth Financial
Tom Coffey
Tocqueville Asset Management
Brad Cornell
LPL Financial
Stephen DiMaio
Deutsche Asset and Wealth Management
Beth Favaloro
Putnam Investments
Rich Holmes
LPL Financial
Caroline Holt
Columbia Threadneedle Investments
Mary Kralis Hoppe
PIMCO Investments
Stephen Honig, Esq.
Duane Morris LLP
Jay Jackson
Cetera Financial Group
Steve LaChance
LPL Financial
Mark Mezzanotte
BlackRock
Liam Pisano
EduLab Capital Partners
Megan Smith
S2K Financial
Kathy Spinella
John Hancock Investments
- The Dwyer Family Foundation
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- Steve Honig and Laura Unflat
- The Coneeny Family
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