It is my commitment to provide the most appropriate advice, guidance and service to you, your family, and all of my clients. One of the tenets of my business model is to continually educate myself and stay current on market issues and trends, news and investment opportunities so I can best serve my clients’ needs.
I recently attended the Barron’s Top Women Advisors Summit, held in Palm Beach, Florida. Below are some highlights of the many interesting discussions and sessions I attended:
• Keynote sessions from Sallie Krawcheck, Chair of Ellevate, Geena Davis, Award-Winning Actress & Founder of the Geena Davis Institute on Gender in Media, and Dawn Hudson, the National Football League’s Chief Marketing Officer.
• Presentations on alternative investments, millennial investing, and the impact of responsible investing.
• Mary Ann Bartles, CIO of Portfolio Solutions at Merrill Lynch, gave an insightful market and economic update, speaking on themes and trends for 2016.
• Andrea Lisher, Head of U.S. Funds Management at J.P. Morgan, moderated a panel on The Balancing Act: How to Achieve Personal and Professional Balance in Your Life.
All of the sessions were beneficial and relevant to my work or inspirational to me personally.
-Binne S. Footer