A deep dive into ESG investing, the latest on Reg BI, and a keynote from “Queer Eye’s” Karamo Brown highlight the just-released agenda for the Fi360 2020 annual conference, set for May 17-19 at the J.W. Marriott hotel in Austin, Texas.
Fi360, a Broadridge Company and a provider of fiduciary-related education and technology, this week revealed a full agenda for the 2020 annual conference.
What began as an event designed to deliver AIF Designees with the practical, fiduciary-based content necessary to advance their practices swiftly blossomed into a destination where more than 800 attendees from all over the world gather to discuss relevant topics, partake in interactive workshops and hear from the most sought-after practitioners and educators in the industry.
“At this year’s conference, we have a great diversity of speakers; covering topics relevant to retirement plans, wealth accounts, and foundations/endowments,” said John Faustino, head of Fi360. “A misconception by some is that Fi360 is focused solely on retirement plans. Our designees and software users are increasingly reporting multiple areas of focus, most commonly retirement plans and individual wealth. More are also expressing an interest in applying our tools and services to endowments and foundations.”
Highlights from this year’s agenda include:
- CEO & Harvard Law professor to take a deep dive into ESG investing: Saker Nusseibeh, Chief Executive Officer of Hermes Investment Management, and Harvard Law Professor Robert H. Sitkoff will frame ESG investing in light of today’s complex market, tackling topics such as how ESG investing can provide a competitive edge and what fiduciary conditions must be satisfied when incorporating ESG factors into investment decisions.
- Michael Kitces will discuss the latest on Reg BI: The Partner and Director of Research for Pinnacle Advisory Group, Co-Founder of the XY Planning Network and publisher of the popular industry blog Nerd’s Eye View and e-newsletter, The Kitces Report, will discuss the current status and impact of the SEC’s Regulation Best Interest, how firms and advisors are adapting to the current environment and the future of investment advice as a profession. Drinker Biddle Partner Fred Reish will also lead a separate session during the conference, titled “The SEC’s Reg BI and Interpretation for Investment Advisers.”
- “Queer Eye” star Karamo Brown to deliver keynote: The Emmy-award winning television entertainer, culture expert and former social worker will discuss how he harnessed his unique life experiences to create his own path to professional success—and how financial services professionals can apply this approach to their careers as well.
Faustino notes that many advisors that initially came to Fi360 for tools to help manage 401k plans now use Fi360’s software and report with their wealth clients. “The trend of applying Fi360’s tools to wealth accounts is accelerating, Faustino said. “Data from a recent survey showed 84% of our AIF designees reporting a retirement plan focus, and 69% a wealth focus. Those worlds are increasingly coming together.”
This year, the Fi360 team is excited to bring the big event to Austin, the state capital of Texas, and a thriving hub of art, music and culture. Registration information can be found here. The full agenda and additional information can be found here.