The Women Advisers Forum New York is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.

 

 

Wednesday, May 15, 2013

 

8:30 AM - 8:35 AM

Welcome Remarks from the Conference Chair

Lorie Konish
Managing Editor, On Wall Street

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8:35 AM - 9:25 AM

Behavioral Finance in Action: A Tale of Two Minds – and Two Genders? —CE Credit Available

Cathy Smith
Director, Center for Behavioral Research, Allianz Global Investors

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9:25 AM - 10:15 AM

Why Parity Matters to Investors--CE Credit Available

Eve Ellis, CFP

Eve Ellis, CFP
Portfolio Manager, The Parity Portfolio, The Matterhorn Group at Morgan Stanley

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10:45 AM - 11:35 AM

The 30% Solution

Kim Guimond Dellarocca
Director, Pershing, a BNY Mellon Company

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12:55 PM - 1:30 PM

Standing Apart in a Crowd

Christine Gaze
Director of Practice Management, TD Ameritrade Institutional

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1:30 PM - 2:20 PM

Traditional Advice for Nontraditional Families--CE Credit Available

Lorie Konish
Managing Editor, On Wall Street

Jennifer Hatch, CFP
Managing Partner, Christopher Street Financial

Stacy Francis
President, Francis Financial, Inc.

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2:40 PM - 3:15 PM

Practice Acquisition for Quantum Growth

Geri Eisenman Pell, CFP, MBA
Private Wealth Advisor, President, Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc

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3:15 PM - 4:00 PM

Leverage Your Independence

Mindy Diamond
President & CEO, Diamond Consultants

Michelle Smith
Co-Founder and CEO, Source Financial Advisors, LLC

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