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Rating:Week In Preview, November 4-10 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, November 04, 2019

Week In Preview, November 4-10

Reported by Neil Anderson, Managing Editor

Today the Charles Schwab Advisor Services team kicks off Impact 2019. The giant, four-day conference for independent RIAs and their allies is being held at the San Diego Convention Center.

Mohamed El-Erian
Allianz
Chief Economic Adviser
Also today, the team at PGIM's parent, Prudential Financial, will release their Q3 2019 earnings after the market closes. Management will host an earnings call tomorrow at 11am eastern.

Tomorrow after the market closes, the team at Voya Financial (parent of the asset manager of the same name) will release their Q3 2019 earnings. Management will host an earnings call on Wednesday at 10am eastern.

On Wednesday morning, Allianz chief economic advisor and Gramercy Funds Management senior advisor Mohamed El-Erian will speak at the Greenwich Economic Forum at the Delamar Greenwich Harbor Hotel in Greenwich, Connecticut.

Also on Wednesday, the team at the Active Investment Company Alliance is hosting a CEF/BDC/Interval Fund Bootcamp and Roundtable. The event is being held at WeWork Flatiron in New York City.

Also on Wednesday, the Bank of America Merrill Lynch team will host their Future of Financials 2019 conference in New York City. Speakers expected to appear include: Daniel Simkowitz, head of Morgan Stanley Investment Management; Chris Donahue, president and CEO of Federated Investors; and Seth Bernstein, president and CEO of AllianceBernstein.

Also on Wednesday, the team at Manulife Financial Corporation (parent of John Hancock Investments) will release their Q3 2019 earnings after the market closes. Management will host an earnings call on Thursday at 8am eastern.

Also on Wednesday, the team at the Mutual Fund Directors Forum (MFDF) will bring their Director Discussion Series - Open Forum to Atlanta. The event will be held at the offices of PwC. On Thursday, they will bring the forum to PwC's offices in Denver.

Also on Wednesday, the team at Sun Life Financial (parent of MFS) will release their Q3 2019 earnings after the market closes. Management will host an earnings call on Thursday at 10am eastern.

Also on Wednesday, the team at J.P. Morgan Asset Management will host a press luncheon to discuss the firm's 2020 long-term capital market assumptions. The event, which will be held at JPMAM's offices in New York City, will feature: David Kelly, JPMAM's chief global strategist; John Bilton, head of global multi-asset strategy; and Pulkit Sharma, head of alternatives for investments strategy and solutions.

Also on Wednesday, the Pictet Asset Management team will host a media cocktail party at 1 Hotel Brooklyn Bridge. The event will feature Pictet CEO Laurent Ramsey and historian Niall Ferguson.

On Thursday, the Investment Company Institute (ICI) team will host their 2019 Closed-End Conference (2019 CEF). The event will be held at a Convene Conference Center in New York City.

Also on Thursday, the Securities and Exchange Commission's (SEC's) Investor Advisory Committee will host a public meeting at the SEC's headquarters in Washington, D.C.

This week on the defined contribution side of the business, the teams at FIS, OneAmerica, P&I, Spark, and That401kSite.com are hosting events, and several providers' parents are releasing earnings. Our sister publication, 401kWire, has more details

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