Building a Portfolio That Aligns with your Client’s Best Interests

22 May 2023
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Building a Portfolio That Aligns with your Client’s Best Interests

Building a Portfolio That Aligns with your Client’s Best Interests

22 May 2023
About the speakers
  • Robert Behan
    Robert Behan
    Executive Vice President, Chief Distribution Officer at Calamos Investments
    Robert F. Behan leads Global Distribution, which includes the firm’s Intermediary, Institutional, International, and Strategic Partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. Bob serves as Vice President to the Calamos Investment Trust. He joined the firm in 2007 and has 35 years of industry experience. He has extensive industry experience in several senior positions including Vice President – Head of Sales for Citizens Advisers, Vice President – Head of Institutional Northeast Distribution for Strong Capital Management, and Vice President–Large Market Institutional for CIGNA Retirement and Investment Services. At each of his prior firms, Bob attained #1 producer status, and at age 29 was the youngest person to join CIGNA’s prestigious “Gold Circle.” Bob is frequently sought out for his insights on trends in the financial services industry. He has recently been quoted in Ignites, Fund Action, MFWire, and Pensions & Investments. He received a B.A. in Economics from Syracuse University and is also a CFA charterholder.
  • Peter Lazaroff
    Peter Lazaroff
    Chief Investment Officer at Plancorp
    Peter Lazaroff, CFA, CFP® is the author of Making Money Simple and Chief Investment Officer at Plancorp, a national wealth management firm with nearly $6 billion in assets under management. As chair of the Investment Committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy. Peter also hosts of The Long-Term Investor podcast, while regularly contributing articles to The Wall Street Journal and Forbes. Investopedia has named Peter to the Top 100 Most Influential Advisors in the U.S. for the past five years, ranking him among the Top 10 in 2021 and 2022.
  • Aniket Ullal
    Aniket Ullal
    Product & Business Unit Head, ETF Data & Analytics at CFRA Research
    Aniket Ullal is SVP and Head, ETF Data and Analytics for CFRA, one of the world's largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics acquired by CFRA in August 2019. Prior to starting First Bridge in 2010, he had product management responsibility for S&P's US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. These indices have over $1Trillion in ETF assets tracking them. Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad. Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad.
  • Cory McCruden
    Cory McCruden
    Managing Director, Wealth and Asset [email protected] at Ernst & Young
    Cory McCruden is a Managing Director within Ernst and Young’s Technology Consulting Practice for Wealth and Asset Management. She is a preeminent thought leader and strategic advisor to executives and Boards known for her innovative and unique takes on tech, investing, policy, and the economy. Cory’s areas of expertise include ESG, Sustainable Finance, Digital Transformation, Artificial Intelligence, Data & Analytics, and DE&I. Prior to her role at EY, Cory worked in Venture Capital with Yale Ventures and Primary Venture Partners and has advised tech startups focused on climate, blockchain, and artificial intelligence. A native New Yorker, Cory loves to travel and has lived and worked in multiple countries including the UK, Canada, Rwanda, and Niger. She is currently completing her PhD at Yale University in political economy, and has passed the Series 7, CFA Exams Levels I and II, the CAIA Exam Level I, and the Canadian securities exam.

Key takeaways