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Rating:Week In Preview, October 22-28 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 22, 2018

Week In Preview, October 22-28

Reported by Neil Anderson, Managing Editor

The Financial Planning Association's (FPA's) sold out October 2018 FPA Residency Program, which started Friday, continues today and tomorrow, wrapping up Wednesday. The event is being held at the Hilton Denver Iverness in Englewood, Colorado.

Tomorrow the InvestmentNews team is hosting a Women Adviser Summit, this time at the JW Marriott San Francisco Union Square in San Francisco. Speakers will include: Kathleen Burns Kingsbury, founder of KBK Wealth Connection; Renee Hamlen, vice president of retail annuity marketing at New York Life; Finka Jerkovic, leadership empowerment coach from FINKA Communications; and many others.

Also tomorrow, the Irish Funds team is hosting their Boston Seminar at the Ritz Carlton in Boston.

On Wednesday, the Opal Group team will kick off their 2018 Family Office & Private Wealth Management Forum West. The three-day event will be held at the Napa Valley Marriott Hotel & Spa in Napa, California. Keynote speakers will include: Todd Barnum, chief information security officer at GoPro; Kyle Bass, managing partner at Hayman Capital Management; Daniel Ellsberg, author of the Doomsday Machine; and M.K. Palmore, assistant special agent at the FBI.

Also on Wednesday, the Investment Company Institute (ICI) team will host their 2018 Cybersecurity Forum. The event will be held at the National Association of Home Builders in Washington, D.C. Speakers will include: Mark Giuliano, managing director, global head of security for technology and operations, and chief security officer at Invesco; Rob Lee, consultant and curriculum lead for digital forensic and incident response training at the Sans Institute; and Ronald Plesco, principal for cyber investigations, intelligence, and analytics technology at KPMG.

Also on Wednesday, the Legg Mason team will release their fiscal Q2 2019 earnings results after the market closes. Leadership will host Legg's earnings call at 5pm eastern time that day.

Also on Wednesday after the market closes, the team Carillon Tower Advisers parent Raymond James will release their fiscal Q4 2018 earnings results. Leadership will host RayJay's earnings call on Thursday at 8:15am eastern time.

Also on Wednesday, the Irish Funds team will host their Greenwich Seminar at the Indian Harbour Yacht Club in Greenwich, Connecticut.

On Thursday, the ICI team will host their 2018 Securities Law Developments Conference. The event will be held at the Grand Hyatt in Washington, D.C. Featured speakers will include Dalia Blass, director of the SEC's division of investment management, and Scott Bauguess, deputy chief economist and deputy director of the SEC's division of economic and risk analysis.

Also on Thursday, the Federated team will release their Q3 2018 earnings results after the market closes. Leadership will host their earnings call on Friday at 9am eastern time.

On Friday, the Irish Funds team will host their New York Seminar. The breakfast seminar will be held at WellSaid in the Convene on 42nd Street in New York City.

On Sunday the Charles Schwab team will kick off Impact 2018. The four-day event is being held this time at the Walter E. Washington Convention Center in Washington, D.C. Schwab's Jeffrey Kleintop and Liz Ann Sonders and Horizon Investments' Greg Valliere will kick things off with a keynote panel on Sunday afternoon.

This week on the defined contribution side of the industry, the teams at ASPPA, CEFEX, ICMA-RC, P&I, Rekon, and TRAU are all hosting events. Our sister publication, 401kWire, has more details

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