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Monday, November 5, 2018

Week In Preview, November 5-11

Reported by Neil Anderson, Managing Editor

This morning Seth Bernstein, president and CEO of AllianceBernstein, will speak at the 2018 Bank of America Merrill Lynch Future of Financials Investor Conference in New York City. Marty Flanagan, president and CEO of Invesco, and Loren Starr, chief financial officer of Invesco, will speak at the conference this afternoon.

The Fixed Income Analyst Society Inc's (FIASI's) mentorship lunch, originally scheduled for tomorrow at BBVA, has been cancelled.

On Wednesday evening, the Expect Miracles Foundation team will host their 15th annual Wine & Spirits Charity Event in Boston, at the House of Blues. The event is themed "Spotlight on a Cure" and is co-chaired by Irene Speridakos of BNY Mellon and Brian Shlissel of J.P. Morgan Asset Management and will include both live and silent auctions.

On Friday before the market opens, management of U.S. Global Investors will release their fiscal Q1 2019 earnings, and management will host a webcast on the results.

Also on Friday, Ron Baron and his team will host their 27th annual Baron Investment Conference, again at the Metropolitan Opera in NYC's Lincoln Center.

Also on Friday in Manhattan, the New York Financial Writers' Association (NYFWA) will host the Financial Follies of 2018, its 76th annual dinner and entertainment gala. The event will be held at the New York Hilton Midtown, and USAA will host its annual pre-Follies reception at the Hilton's Herb 'n Kitchen.

Sunday is the deadline for registering to join the Expect Miracles Racing Team for the 2019 Boston Marathon. (The Marathon is scheduled for April 15, 2019.)

This week on the defined contribution side of the industry, the teams at LPL, RANDUG, Spark, and That401kSite.com are all hosting events. Our sister publication, 401kWire, has more details.

Happy Veterans Day

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