The critical components of a successful trade include strong research analysis, portfolio management, trading, compliance, operations and technology. Join us at this executive level event to learn from industry practitioners how all these roles tie together to create the lifecycle of a trade. Our esteemed panelists are:
Lauriann Kloppenburg, Equity Research Analyst, former Loomis Sayles
Joe Wickwire, Portfolio Manager, Fidelity
Mike Baumann, Trader, Fidelity
Jan Snitzer, Senior Compliance Officer, Loomis Sayles
Do not miss the opportunity to interact with these professionals at the networking reception after the event.
Moderator:
Professor Donna Fletcher Brown, Bentley University
5:00-6:30pm Panel Discussion
6:30-8:00pm Networking Reception
*Space is limited for this exciting event, so please RSVP online to reserve a seat.
Sponsored by The Hughey Center for Financial Services in Partnership with GFA and BIG
Wednesday, October 7, 2015 at 5:00pm to 8:00pm
Wilder Pavilion (Adamian Academic Center)
No recent activity