2020 Annual Wealth Conference Session 3 - Women & Wealth: A Decade of Rich Thinking®

2020 Annual Wealth Conference Session 3 - Women & Wealth: A Decade of Rich Thinking®


Hosted By: Private Wealth Management Committee
Level: General
Format: Online (Please note that all times are EDT)

Evolution from the Specialist to the Generalist
CFA Society Toronto is pleased to announce the return of our Annual Wealth Conference, now offered as an online webinar series.

As the number of competitors fighting to serve high net-worth clients increases so does the need to ensure that we all provide our clients with quality advice. It appears that the leading advisors are those that can evolve their business to focus on building a wealth program for their clients rather than the much more traditional one dimensional investment program. 

High net-worth clients continue to demand that all of their advisors work together, and this collaborative client centric approach is becoming the new industry standard. Meaning that as investment advisors we need to continue to broaden the scope of our knowledge in order to be able to effectively communicate with our client's other advisors. This year's conference features a number of sessions which are designed to helps us all manage risks that are found outside of our client's traditional portfolios.

SESSION 3: Women & Wealth: A Decade of Rich Thinking®
Barbara Stewart, CFA started doing Rich Thinking® research ten years ago because she knew that neither the media nor the financial industry was portraying the area of women and finance accurately. Why were all the messages about women and money so negative? This was completely at odds with her day-to‐day experience as a portfolio manager dealing with so many strong, capable female investors. Barbara realized that if the same inaccuracies about women’s actual capabilities and behaviours about money kept being repeated there would be no progress. It was up to women to make a difference. 10 years (and over 800 interviews in 28 countries) later, we have gained a much more accurate perspective on women and finance. In this session, Barbara will share the high level findings of her decade of research and discuss the most compelling opportunities for CFA charterholders (especially advisers) today.

Registration Deadline: 20 September - 11:59 PM
Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.


  • When

  • Tuesday, September 22, 2020
    2:00 PM - 3:00 PM
    Eastern Time

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