Today the Charles Schwab Advisor Services
team kicks off Impact 2019
. The giant, four-day conference for independent RIAs and their allies is being held at the San Diego Convention Center.
| Mohamed El-Erian|
Chief Economic Adviser
Also today, the team at PGIM's
parent, Prudential Financial
, will release
their Q3 2019 earnings after the market closes. Management will host an earnings call tomorrow at 11am eastern.
Tomorrow after the market closes, the team at Voya Financial
(parent of the asset manager of the same name) will release
their Q3 2019 earnings. Management will host an earnings call on Wednesday at 10am eastern.
On Wednesday morning, Allianz
chief economic advisor and Gramercy Funds Management senior advisor Mohamed El-Erian
at the Greenwich Economic Forum
at the Delamar Greenwich Harbor Hotel in Greenwich, Connecticut.
Also on Wednesday, the team at the Active Investment Company Alliance
a CEF/BDC/Interval Fund Bootcamp and Roundtable
. The event is being held at WeWork Flatiron in New York City.
Also on Wednesday, the Bank of America Merrill Lynch
team will host
their Future of Financials 2019
conference in New York City. Speakers expected to appear include: Daniel Simkowitz
, head of Morgan Stanley Investment Management
; Chris Donahue
, president and CEO of Federated Investors
; and Seth Bernstein
, president and CEO of AllianceBernstein
Also on Wednesday, the team at Manulife Financial Corporation
(parent of John Hancock Investments
) will release
their Q3 2019 earnings after the market closes. Management will host an earnings call on Thursday at 8am eastern.
Also on Wednesday, the team at the Mutual Fund Directors Forum (MFDF
) will bring
their Director Discussion Series - Open Forum
to Atlanta. The event will be held at the offices of PwC
. On Thursday, they will bring
the forum to PwC's offices in Denver.
Also on Wednesday, the team at Sun Life Financial
(parent of MFS
) will release
their Q3 2019 earnings after the market closes. Management will host an earnings call on Thursday at 10am eastern.
Also on Wednesday, the team at J.P. Morgan Asset Management
will host a press luncheon to discuss the firm's 2020 long-term capital market assumptions. The event, which will be held at JPMAM's offices in New York City, will feature: David Kelly
, JPMAM's chief global strategist; John Bilton
, head of global multi-asset strategy; and Pulkit Sharma
, head of alternatives for investments strategy and solutions.
Also on Wednesday, the Pictet Asset Management
team will host a media cocktail party at 1 Hotel Brooklyn Bridge. The event will feature Pictet CEO Laurent Ramsey
and historian Niall Ferguson
On Thursday, the Investment Company Institute (ICI
) team will host
their 2019 Closed-End Conference (2019 CEF
). The event will be held at a Convene Conference Center in New York City.
Also on Thursday, the Securities and Exchange Commission's (SEC's
) Investor Advisory Committee will host
a public meeting
at the SEC's headquarters in Washington, D.C.
This week on the defined contribution side of the business, the teams at FIS
, and That401kSite.com
are hosting events, and several providers' parents are releasing earnings. Our sister publication, 401kWire, has more details
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