Investments & Wealth Strategy Forum 2023 - New York City
Speaker & Session Information
Data-Driven Strategies for Enhancing Client and Portfolio Outcomes
Presented by Maddi Dessner, CFA
Director of Asset Class Services, Capital Group
November 28, 2023 2:00 - 3:40 p.m.
Uncover what clients truly need to succeed through insights and strategies gleaned from proprietary client data and the expertise of more than 1,000 advisors and how cutting-edge registered investment advisor firms are incorporating these strategies into their practices.
Learning Objectives:
Discover how you can make a positive impact on your portfolios by prioritizing flexibility, sound strategy, due diligence and client income objectives
Identify investment ideas that can be executed across multiple vehicle types and explore how this approach can enable you to tailor advice to meet your clients' specific needs
Learn how to create more time to focus on client services and the growth of your practice
Empowering Women Investors: Helping Them Grow, Steward and Preserve Their Wealth
November 28, 2023 4:00 - 6:00 p.m.
Join us for our Women in Wealth program where a panel of accomplished women in the financial services industry will explore the intricacies of female investors. We will address the women in wealth market landscape, the issue of longevity, the psychology of female investors, overcoming gender bias and stereotypes, and how to tailor services and financial strategies for this powerful segment of investors. The program will be followed by a networking reception.
Speaker Bio
Maddi Dessner, CFA Director of Asset Class Services, Capital Group
Maddi Dessner is director of asset class services at Capital Group. She has 28 years of industry experience and has been with Capital Group for three years. Before joining Capital, Dessner was head of investment specialists Americas within J.P. Morgan’s Multi Asset Solutions. Before that, she was chief operating officer of their emerging markets equity team. She earned an MBA and a bachelor's degree in economics, both from The State University of New York at Buffalo. She also holds the Chartered Financial Analyst® designation.
