Noreen D. Beaman, Chief Executive Officer
For the fifth year in a row, Brinker Capital is proud to be a Premier Sponsor of the Financial Services Institute OneVoice conference. This annual meeting provides meaningful education and networking opportunities for members of the independent broker-dealers we serve. The Financial Services Institute is important to the future of our industry as they continually advocate for a healthier, more business-friendly regulatory environment for independent financial services firms and independent financial advisors.
At the 2018 OneVoice event, we are pleased to be a part of the Advancing Women in Leadership Luncheon, a pre-conference workshop being held on Monday, January 29. At Brinker Capital, we believe creating an environment for professional development and networking for women in the financial services industry is critical to the enhancement of our industry.
On Tuesday, January 30 at 1:30 PM, Leigh Lowman, CFA, Investment Manager at Brinker Capital will be participating on the Processes and Procedures panel, where they will discuss Due Diligence team structure, tools, communication, and researching and monitoring of products. Leigh shares portfolio management responsibilities for the Brinker Capital Destinations program. She is also involved in the company’s investment process, including asset allocation, manager selection, and due diligence.
And, as part of the CEO Track, I will be participating in the Rep as Portfolio Manager panel on Tuesday, January 30 at 3:00 PM. This panel will address the many questions surrounding the proper usage of Rep as Portfolio Manager programs.
Be sure to follow FSI and the event on social media @FSIWashington
We’re looking forward to a great event in Dallas, Texas!
Brinker Capital, Inc., a registered investment advisor