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Notices

Webinar

Welcome to the World of Asset Management

Overview

This student-focused webcast introduces the dynamic and diverse world of asset management. It explains what the industry is, what it does, who it serves, and why it matters.

The session begins with a 15-minute panel discussion featuring experienced professionals who provide a broad overview of how asset management supports individual and institutional clients, how firms are structured, and how the industry fits into the broader financial system.

Following the panel, viewers will hear from professionals working in five distinct roles within asset management:

  • Investments
  • Fintech
  • Operations
  • Distribution and relationship management
  • Marketing and communications

Each speaker shares insights into what their role involves, how they work with other teams, what a typical day looks like, and the skills that help them succeed. You will also hear how they got their start in the industry and what guidance they would offer students preparing for a career in finance.

Timings:

10:00 AM ET | 2:00 PM GMT | 10:00 PM HKT

In partnership with Institutional Investor. Supported by Allspring.

Key takeaways

  1. What does your role involve, and what purpose does it serve within the firm?
  2. Which teams and departments do you collaborate with most?
  3. What does a typical day look like? Is there such a thing?
  4. What attracted you to your current role? How did you get there?
  5. What skills are most important in your role, and why?
  6. What does a typical career path look like for someone just starting out? Is a graduate degree required?
  7. What advice would you give to a student considering this type of role?

Whether you are exploring the industry or deciding on a specific career path, this webcast offers a clear, real-world view of what a future in asset management can look like.

Webinar

Welcome to the World of Asset Management

Complimentary

Speaker

Anne Fahlgren

Senior Head, CFA Program / Education, CFA Institute

Anne Fahlgren headshot
Anu Mathur Rajakumar

Multi-Asset Advisor, Quantitative & Multi-Asset Strategies, Neuberger Berman
 

Anu Mathur Rajakumar  headshot
Cathy Saunders

Head of Global Corporate Communications, Franklin Templeton
 

Cathy Saunders headshot
Cynthia Steer , CFA

Senior Advisor, Institutional Investor

Cynthia Steer headshot
Jean Walshe

Head of Endowments, Foundations and Healthcare Client Strategy, J.P. Morgan Asset Management

Jean Walshe headshot
Paul Algreen

Chief Technology Officer, Cresset Partners
 

Paul Algreen headshot
Sonya Rorie

Deputy Chief Diversity Officer, Allspring Global Investments
 

Sonya Rorie headshot