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Event Registration - Earning Investors' Trust: Enduring Times of Uncertainty
Tuesday, October 06, 2020
12:00 PM - 1:30 PM Eastern Daylight Time
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Earnings Investors Trust: Enduring Times of Uncertainty
Investor trust is an essential element in properly functioning capital markets. Trust helps facilitate financial transactions of all sizes and enables firms to achieve an advantageous cost of capital. Earlier this year, CFA Institute released its fourth installment in a series of studies on investor trust that first began in 2013. This year's study, based on a survey conducted by Greenwich Associates, highlights three key themes that contribute to investors' trust in the financial industry today: information, innovation, and influence.
With the recent pandemic-driven volatility as well as the rapidly evolving investment landscape, how do investment professionals continue to build trust with their clients? CFA Society Boston is pleased to host an upcoming panel on this research that will feature the following special guests:
Rebecca Fender, CFA,
Senior Director for the Future of Finance initiative at CFA Institute and co-author of this year's investors trust study
President and Head of Global Distribution at MFS Investments
Patrizio Urciuoli, IOA, CFA,
Executive Managing Director and Co-Head of Strategy and Asset Allocation at Liberty Mutual Investments
Daniel Fasciano, CFA, CAIA,
National Director of Portfolio Management at BNY Mellon Wealth Management
Registration is open to members and non-members.
For more information on CFA Institute's Investor Trust survey, please visit https://trust.cfainstitute.org/.
Daniel J. Fasciano, CFA, CAIA
National Director of Portfolio Management, BNY Mellon Wealth Management
Dan Fasciano is the National Director of Portfolio Management for BNY Mellon Wealth Management. In this role, he is responsible for the implementation and oversight of the firm's strategic investment allocations and solutions for $250 billion in fully discretionary client portfolios. He is Chair of the Firm's Asset and Account Review Committee as well as a member of its Investment Strategy and Solutions Strategy Committees.
Prior to his current role, Dan served as a Family Wealth Investment Advisor for a number of years working closely with the firm's larger, more sophisticated families. Prior to joining BNY Mellon, he was the Treasury Director for the State of Florida and for several years was the head of the U.S. Investment office for Aviva Investors, one of Europe's largest investment firms.
Dan is a member of the CFA Institute Board of Governors and prior Chair and Board Member of the CFA Society of Boston.
He began his career on the Private Wealth team at Mellon Financial in 1990
Rebecca Fender, CFA
Senior Director, Future of Finance, CFA Institute
Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor.
Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others.
Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.
Carol W. Geremia
MFS President and Head of Global Distribution, MFS Investment Management
Carol W. Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Management Committee, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets. Her responsibilities include oversight of all teams managing relationships with large corporate and public retirement plans, sovereign wealth plans, global intermediaries, insurance companies, retirement platforms and other advisory practices that distribute the firm's investment products.Carol joined MFS in 1984 and served as co-head of Global Distribution from 2011 through 2017. She has served as president of the firm's institutional business since 2004. Prior to that, she was president of MFS Retirement Services, which serviced US plan sponsors and their participants. There, she spent 20 years devoting her expertise in fiduciary responsibility and stewardship to the retirement industry. Throughout her 34-year career at MFS, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs.Carol is a member of the City Year Seven Generations Board. She also serves as a member of the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.
Patrizio M. Urciuoli
Executive Vice President, Executive Managing Director and Co-Head Strategy & Asset Allocation, Liberty Mutual Investments
Patrizio M. Urciuoli is the Executive Vice President, Executive Managing Director and Co-head of Strategy & Asset Allocation (SAA), Liberty Mutual Investments (LMI). The nerve center of LMI, SAA is accountable for helping the Chief Investment Officer set a portfolio strategy and asset allocation that deliver on LMI's total return goals in service of its Liberty Mutual Insurance Group clients. Patrizio leads SAA in partnership with fellow Co-Head Vlad Barbalat.
Prior to his current role, Patrizio led LMI's Investment Client Solution team created to formulate investment capital and risk profiles in light of business conditions and strategic insurance goals. Through this work, Patrizio was involved in numerous merger and acquisition initiatives, including the sales of Pembroke, Ironshore Europe and Liberty Life of Boston and the acquisition of AmTrust. He also represents LMI in several LMG local insurance investment committees.
Patrizio started his career as an actuarial and financial planning consultant in Rome, Italy. He has been a faculty member and lecturer at Boston University since 2006, where he currently teaches "Math for investment and portfolio theory."
Patrizio holds the Chartered Financial Analyst designation and is a member of the CFA Boston Society. He is Fully Qualified Actuary of the "Ordine Nazionale Degli Attuari" ISOA and a member of the Italian Institute of Actuaries. He is also a member of Financial Risk -Enterprise Risk Management section of the International Actuarial Association (FMA of AAE and AAE).
Patrizio has a degree in Statistic, Actuarial and Financial Science from Rome University La Sapienza and a Master of Science in Actuarial Science with Mathematical Finance concentration from Boston University.
Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program.
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