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WAMS - Disruption in Wealth and Asset Management

Event Description

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Disruption in Wealth and Asset Management
November 18 | 1:30 PM PDT

Providing sound retirement planning advice has been based on several wellestablished rules including retirement spending needs, timing the transition from work to retirement, and the recommended account order for both tax-efficient savings and withdrawals. This session will be a comprehensive discussion highlighting the latest retirement research from JPMorgan on the what, why and when these rules may need to be broken.

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Katherine Roy, Chief Retirement Strategist, JP Morgan


S. Katherine Roy, CFP®, Managing Director, is Chief Retirement Strategist for J.P.Morgan Asset Management. In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients. Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants.

A Fireside Chat

Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research

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Ben Phillips is the Chief Investment Strategist at Savoie Capital, a family office RIA based in Newport Beach. Savoie specializes in options-based yield strategies, portfolio overlays, concentrated hedging, and thematic growth portfolios. The firm also helps families simplify complex family office structures through transparent and liquid investment vehicles.
Previously, Ben was Chief Investment Officer at EventShares, one of the first government policy-based investment firms. EventShares identified changes in government policy and invested based on actions in Washington D.C., which can be a powerful leading indicator for investment returns. Ben is also a founder and Managing Director of the actionable market insights firm, MarketDesk Research. 
Prior to founding EventShares, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. He has also held senior investing roles at Providence Equity Partners and Lord Abbett. Ben is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri and is currently on the Board of Directors for CFA Society Orange County.

Event Type

Career; Educational; Featured

Education Topic


Start Time

11/18/2020 1:30 PM

End Time

11/18/2020 2:30 PM





Event Country


Event Region


Location Info



Katherine Roy, JP Morgan

CE Credits


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Member Price


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All Day Event




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Event Short Info

<b> WAMS - Disruption in Wealth and Asset Management  </b> comprehensive discussion highlighting the latest retirement research from JPMorgan on the what, why and when these rules may need to be broken. <a href=""> Read More. </a>


Content Type: MyCFA Calendar
Created at 9/2/2020 9:43 AM by
Last modified at 11/9/2020 8:35 AM by