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October 14 at 6:00 am PDT/9:00 am EDT

 

Asset managers continue to take center stage as banks and insurers retreat from proprietary investing and other businesses. With retirement and health care both in dire need of innovation, asset managers are compelled to provide innovative solutions. It's critically important to recognize the changes that are most concerning—or promising—as financial linkages and dependency increase. Panelists will share their perspectives on how investors and managers should adjust to increasing numbers of passive funds and robo-advisers—not to mention COVID-19—putting pressure on the historic 60-40 (equity-bond) retirement portfolio allocation.

 

Moderator

Jason Kelly

New York Bureau Chief, Bloomberg; Co-Anchor, Bloomberg Businessweek TV and Radio

 

Speakers

Carl Meyer

Chief Investment Officer and CEO, Silver Rock Financial LP

John Schlifske

Chairman, President and CEO, Northwestern Mutual

Hanneke Smits

CEO, BNY Mellon Investment Management