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Overview

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

Explore the report

About the Speaker(s)

Rebecca Fender
Rebecca Fender CFA

Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor. Ms. Fender has 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.

Dan Connell
Dan Connell
Kevin McPartland
Kevin McPartland

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