Santa Barbara Luncheon Series - The Digital Landscape of Advisory
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FEB
28
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A Santa Barbara Group Sponsored Event
An assortment of sandwiches, salads, and drinks will be provided.
With the growth of the digital advisor space, there are many trends impacting your practice. Today’s advisor needs to not only be competitive, but win new business and serve existing clients. Marie will examine the various types of digital investment advisory service offerings, assess the changing customization needed to compete in today’s world and help the advisor think through ways to build better portfolios.
Marie E. Dzanis, CIMA® | Marie Dzanis is responsible for establishing Northern Trust’s presence in the intermediary market, recruiting and retaining talented sales professionals, as well as developing significant relationships across industry channels.
Recognized with a “Top Women in Asset Management” award by Money Management Executive in May 2015, Marie has more than 25 years of industry experience. Prior to joining Northern Trust in 2011, she held executive and leadership positions at iShares/Blackrock, JPMorgan Asset Management and Smith Barney. Marie has managed multiple channels and has grown several lines of business in the institutional and intermediary spaces including securities lending and trading, product development, product sales, sales management and branch management. She began her career in the industry as a financial advisor.
Marie is a graduate of The Catholic University of America (bachelor’s degree in political theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. She received her Certified Investment Management Analyst (CIMA®) certification at University of California, Berkeley and is chairwoman of the Specialty Conference Committees for the Investment Management Consultants Association (IMCA®). She also is on the ETF committee for Money Management Institute and holds FINRA Series 7, 24 & 66 Licenses. She serves on the women’s board of the University of Chicago Cancer Foundation and is the founder of the Emergency Champagne Women’s Leadership Group. Back To Top ^^
An assortment of sandwiches, salads, and drinks will be provided.
With the growth of the digital advisor space, there are many trends impacting your practice. Today’s advisor needs to not only be competitive, but win new business and serve existing clients. Marie will examine the various types of digital investment advisory service offerings, assess the changing customization needed to compete in today’s world and help the advisor think through ways to build better portfolios.
Marie E. Dzanis, CIMA® | Marie Dzanis is responsible for establishing Northern Trust’s presence in the intermediary market, recruiting and retaining talented sales professionals, as well as developing significant relationships across industry channels.Recognized with a “Top Women in Asset Management” award by Money Management Executive in May 2015, Marie has more than 25 years of industry experience. Prior to joining Northern Trust in 2011, she held executive and leadership positions at iShares/Blackrock, JPMorgan Asset Management and Smith Barney. Marie has managed multiple channels and has grown several lines of business in the institutional and intermediary spaces including securities lending and trading, product development, product sales, sales management and branch management. She began her career in the industry as a financial advisor.
Marie is a graduate of The Catholic University of America (bachelor’s degree in political theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. She received her Certified Investment Management Analyst (CIMA®) certification at University of California, Berkeley and is chairwoman of the Specialty Conference Committees for the Investment Management Consultants Association (IMCA®). She also is on the ETF committee for Money Management Institute and holds FINRA Series 7, 24 & 66 Licenses. She serves on the women’s board of the University of Chicago Cancer Foundation and is the founder of the Emergency Champagne Women’s Leadership Group. Back To Top ^^
| Registration Fees $5 (Members) | $20 (Non-Members) |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
