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Susan Mangiero, PhD Joins Financial Women's Association Panel About Fiduciary Rule
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Susan Mangiero, PhD, CFA, CFE, FRM, PPC Susan Mangiero, PhD, CFA, CFE, FRM, PPC
New York, NY
Thursday, June 9, 2016

 

Dr. Susan Mangiero will join a panel of esteemed experts on June 21, 2016 to talk about sweeping new regulations of the $30 trillion retirement market. Sponsored by the Financial Women's Association, New Jersey chapter, CPE credit is available (CLE credit is pending). Meeting at the Seton Hall School of Law in Newark, this timely event features the following speakers:

  • Gregory F. Jacob, Esquire - Moderator - Former Solicitor of the U.S. Department of Labor, Partner in the Washington, DC office of O'Melveny & Myers and a member of the Financial Services and Labor and Employment Practices;
  • Susan Mangiero, PhD and Accredited Investment Fiduciary Analyst - Panelist - Forensic economist, investment risk governance expert and author/researcher with a focus on ERISA and non-ERISA fiduciary best practices;
  • Kathleen M. McBride, AIFA - Panelist - Founder of The Committee for the Fiduciary Standard and The Institute for the Fiduciary Standard, a nonprofit, nonpartisan think tank dedicated to providing research, education and advocacy on the fiduciary standard's impact on investors, the capital markets and society; and
  • Margaret Raymond - Panelist - Vice President of T. Rowe Price Group, Inc. and T. Rowe Price Associates, Inc. and managing counsel with a focus on legal matters relating to retirement savings, including ERISA fiduciary principles and other retirement plan administration topics.

 Some of the many topics to be addressed include the following:

  • Features of the Fiduciary Rule and how different market segments are likely to be impacted;
  • Past, present and future characteristics of the IRA marketplace;
  • Use of robo advisors;
  • Product availability and asset allocation, post regulation; and
  • Legal challenges being filed to forestall the implementation of the DOL Fiduciary Rule.

For further information and to register, click here. A special thanks to Dr. Dubravka Tosic and Attorney Gregory Jacob for putting this event together and arranging for continuing education credit.

About Fiduciary Leadership, LLC

Fiduciary Leadership, LLC is an investment risk governance and forensic economic analysis consulting company. Clients include asset managers, transactional attorneys, litigation attorneys, regulators and institutional investors.

News Media Interview Contact
Name: Susan Mangiero
Group: Fiduciary Leadership, LLC
Dateline: Trumbull, CT United States
Direct Phone: 203-261-5519
Cell Phone: 203-556-2309
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