Are HNW women investors less risk tolerant? Are their goals and needs really that different from their executive male counterparts? Join Laura Gregg, Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust, to learn both new findings about gender differences in HNW executives and how you can apply the research to adjust your approach and achieve better client outcomes.
Speaker:
Laura Gregg, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, managed by Northern Trust
Laura Gregg is focused on leading FlexShares' proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. She speaks regularly at industry events on a range of business building strategies.
Laura has more than 20 years of asset management experience in a variety of roles including conducting industry research, as a relationship manager, marketing and communications director, leader of sales enablement team and as an investment product specialist. She has expertise in a broad range of investment products and has worked closely with financial professionals and financial institutions throughout her career focusing on distribution and marketing strategies.
Laura joined Northern Trust in 2008, and has previously worked for Claymore Securities (now part of Invesco) and Deutsche Asset Management. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA 7 and 63 licenses. Laura is a member of Women Investment Professionals, Women in ETFs and sits on a membership committee with the Money Management Institute.
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit will be uploaded to your certification record(s) within 24 hours
Expiration:
This program is only available for online viewing for one year.
Special Thanks:
