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Rating:Week In Preview, October 14-20 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 14, 2019

Week In Preview, October 14-20

Reported by Neil Anderson, Managing Editor

Happy Columbus Day!

Walter William Bettinger II
Charles Schwab & Co.
President, CEO
The team at Charles Schwab Investment Management parent Charles Schwab Corporation is expected to release their Q3 2019 earnings this week, probably tomorrow before the markets open in the morning. Schwab CEO Walt Bettinger and chief financial officer Peter Crawford will host Schwab's Fall Business Update on Friday morning.

Today the Money Management Institute (MMI) team will kick off the 2019 MMI Annual Conference. The three-day event is being held at the Hyatt Regency in Atlanta and is being chaired by Elise Duncan, head of leveraged sales at BlackRock, and Tony Rochte, head of Fidelity Institutional Investment and Technology Solutions.

Tomorrow, Fidelity Investments chairman and CEO Abby Johnson will deliver the keynote at Fidelity's 2019 eMoney Summit in Austin.

Also tomorrow, the BlackRock team will release their Q3 2019 earnings before the market opens in the morning. CEO Larry Fink, president Rob Kapito, and chief financial officer Gary Shedlin will host an earnings call at 8:30am.

Also tomorrow morning, the team at J.P. Morgan Asset Management parent JPMorgan Chase will release their Q3 2019 earnings at 7am. Management will host an earnings call at 8:30am.

Also tomorrow morning, the team at Wells Fargo Asset Management parent Wells Fargo & Company will release their Q3 earnings at 8am. Management will host an earnings call at 11am.

Also tomorrow, retiring Highland Capital Management co-founder Mark Okada will deliver a keynote speech at CAIA Association's ALTSTX conference at the Statler in Dallas.

Also tomorrow, the PGIM team will host an evening media cocktail party at the NYSE in New York City. Stuart Parker, president and CEO of PGIM Investments, and Taimur Hyat, chief operating officer of PGIM, are among the many executives expected to attend.

On Wednesday, the Financial Planning Association (FPA) team will kick off their 2019 FPA Annual Conference. The three-day event will be held at the Minneapolis Convention Center.

Also on Wednesday, the Association of the Luxembourg Fund Industry (ALFI) team will host their Boston Afternoon Seminar at the Royal Sonesta Boston in Cambridge, Massachusetts. On Thursday afternoon, they will bring their seminar to New York City, to the Roosevelt Hotel.

Also on Wednesday, the Cohen & Steers team will release their Q3 2019 earnings after the market closes in the afternoon. CEO Bob Steers, president Joseph Harvey, and chief financial officer Matthew Stadler will host an earnings call at 10am on Thursday.

Also on Wednesday, the Association of Investment Management Sales Executives (AIMSE) team will kick off their 2019 Fall Conference. The two-day event will be held at the Westin New York at Times Square in New York City.

Also on Wednesday, the Eaton Vance team will host their annual Investment Perspectives media lunch at the Modern Restaurant in New York City. Eddie Perkin, chief equity investment officer, will moderate a panel of PMs.

informa's Thrive Growth Summit, initially scheduled for Wednesday and Thursday at the Encore in Las Vegas, has been postponed.

On Thursday, the NICSA team will kick off the 2019 NICSA General Membership Meeting (NICSA GMM). The two-day event will be held at the Royal Sonesta Boston in Cambridge.

On Friday morning, the team at State Street Global Advisors (SSgA) parent State Street Corporation will release their Q3 2019 earnings. Management will host an earnings call at 10am.

This week, on the defined contribution side of the business, the teams at DCIIA, Morningstar, SVIA, and Wells Fargo are hosting events. Our sister publication, 401kWire, has more details

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