The financial services industry is in the midst of rapid change. Disruptive business models, regulatory pressures, increasing disintermediation, and shifting customer preferences are rapidly changing the ways in which financial services are structured, delivered and consumed. The Young Leaders Group is looking to assemble a panel of 3 – 5 high impact finance professionals who have the pedigree and background to discuss the evolution / future state of the industry.
Event Objectives & Overview
Gain a broader perspective on the changes happening in the financial industry today and how to position themselves for success.
• Characteristics and “State of the Industry” today. What are the most exciting, and most disruptive changes happening right now? What will the industry look like in 5-10 years?
• Rapid technology improvements have had and will continue to have significant influence on the industry –what sectors of finance have been affected the most and how will the skills needed in these roles change?
• With outsourcing and automation becoming more prevalent across the industry, how can firms keep up with client expectations and still deliver outstanding service?
Who Should Attend
Analyst, Associate Analyst, Junior Analyst, Senior Analyst, Principal, Associate Vice President, Vice President, Senior Vice President, Manager, Director
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The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.
The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.
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Young Leaders Group
Thursday, June 22, 2017
5:45 - 8:00PM
[NYSSA reserves the right to decline admission / refund registration costs. No walk-ins or press permitted.]
NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance
CFA Institute CE®: 1.5 credits
Sponsored by Kaplan Schweser
David Klein, CEO, Co-Founder, CommonBond
Morgan Downey, CEO, Money.net
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