Chief Learning Officer & Managing Director of Professional Development
Investments & Wealth Institute
Devin Ekberg, CFA®, CIMA®, CPWA®, oversees the development and delivery of Institute conferences, online education, and print publications. Mr. Ekberg is an expert in security analysis and financial analysis, and has developed educational products for investment consultants, wealth advisors, and individual investors. He earned his Master’s degree in Investment Management and Financial Analysis from Creighton University. He also holds three advanced certifications: Chartered Financial Analyst® (CFA®) from the CFA Institute, Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) from the Investments and Wealth Institute. He currently serves on the investment committees for two non-profit foundations.
Join this expert panel to hear key findings and insights from the new 2020 BeFi Barometer survey - a joint effort of Charles Schwab Investment Management, the Investments & Wealth Institute and Cerulli Associates. Panelists will provide perspective on the results of the survey, conducted in the midst of COVID-19, along with ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times and beyond.
Thursday, Sept. 10, 2020
12:20 – 1:10 p.m. EST