CFA Society Nashville invites you to our panel discussion, How Fintech Is Changing the Wealth and Retirement Investment Landscape, on Thursday, April 18 at 11:45 AM at the Virgin Hotel.
Advancements in technology are providing greater access to customized wealth management and retirement services. Join us as we speak with three business leaders who are changing the landscape for retirement investing, direct indexing, and fixed income trading.
Panelists include: Jodan Ledford, Former Chief Executive Officer of Smart, Erkko Etula, PhD, CEO and Co-Founder of Brooklyn Investment Group, and Markus Aakko, CFA, Head of Business Solutions with Bondit.
Moderated by: Ronit Walny, CFA
DATE AND TIME
Thursday, April 18
11:45 AM - 1:00 PM CT
SCHEDULE
11:45 AM Arrival / Registration / Buffet Lunch
12:00 PM Panel Discussion
12:45 - 1:00 PM Q&A
LOCATION
Virgin Hotel, Maybelle Room
1 Music Square W
Nashville, TN 37203
PARKING
Valet parking - please bring your parking ticket to the CFA Society Nashville registration desk for validation
PRICE
Members: free
Non-members: $25.00
Registration will close on Friday, April 12