The Institutionalization of Retail
Please save the date to join our conversation with Lisa Shalett, Chief Investment Officer, Wealth Management at Morgan Stanley, on her successful experience navigating the increasing ‘institutionalization’ of the retail investment channel. Lisa brings deep institutional investing experience to her current role, in which she is charged with strategic and tactical asset allocation for all of the firm’s clients, in addition to running the firm’s manager research process as well as leading its rapidly-growing family office OCIO business.
Chestnut will share our latest research into asset manager best practices to take advantage of this institutionalization of retail trend and what to expect moving forward.
Speakers:
Lisa Shalett
Chief Investment Officer, Wealth Management
Morgan Stanley
Amanda Tepper
CEO
Chestnut Advisory Group
Date
Tuesday, January 28, 2020
Location
New York City, Midtown. Event location will be sent to all confirmed attendees.
Time
Registration: 5:30PM
Discussion: 6:00PM
Reception and Networking: 7:00PM