Multimedia Presentation Recorded 06 May 2020
Earning Investors' Trust Webinar
How the Desire for Information, Innovation, and Influence is Shaping Client Relationships
In a session moderated by Kevin McPartland of Greenwich Associates, Rebecca Fender, CFA, of CFA Institute & Dan Connell of Greenwich Associates discuss the recent Earning Investors' Trust report from the Future of Finance. Topics include:
- the value of trust during uncertain or volatile markets
- trust factors impacting investment firms and advisers
- how credibility + professionalism = trust and value
- the role of technology and innovation in building trust with clients
About the Speaker(s)
Rebecca Fender, CFA, is the Chief of Staff for the Research, Advocacy, and Standards area of CFA Institute. She provides strategic analysis and partners with key stakeholders to develop and implement initiatives, processes, and metrics that will improve the team’s effectiveness.
Previously, she was a member of the industry research team and the founder and leader of the Future of Finance initiative. As the thought leadership platformforCFA Institute, her group published studies to help investment professionals build their careers and serve their clients more effectively.
Ms. Fenderhas testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others.
Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.