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.


Lisa Shalett
Chief Investment Officer, Wealth Management
Morgan Stanley

Amanda Tepper
Chestnut Advisory Group


Tuesday, January 28, 2020


New York City, Midtown. Event location will be sent to all confirmed attendees.


Registration: 5:30PM

Discussion: 6:00PM

Reception and Networking: 7:00PM

Please fill out the form below to RSVP for the event.