Happy Thanksgiving week to you! I hope you have a wonderful holiday surrounded by family and friends, and have much to be grateful for this year.
Two good articles this week – the first one pretty shocking: “Salle Krawcheck Says the Majority of Women’s Money is Going Unmanaged.” The reasons behind it are well worn territory – women not trusting the industry as a whole, feeling disenfranchised by the way services providers communicate with clients etc. Of course this has disastrous consequences for the owners of those assets and it represents a substantial opportunity for those that can crack the code: The full article can be found here: http://wealthmanagement.com/impact-2014/sallie-krawcheck-majority-women-s-money-going-unmanaged
“Female CEOs Make Room for Female Directors” details the fact that women are adept at finding other women who are strong board members for the companies they run. The full article can be found here:http://online.wsj.com/articles/female-ceos-make-room-for-female-directors-1415732625
For the holidays, we have a series of lunches in December. Please come join us for lunch with your fellow TXWSW and celebrate the holiday season! In January, we are thrilled to have Heidi Lawson, Esq. in all 4 cities talking about recent case law that explores the liability issue many firms and funds face. She will share concrete steps to take to protect both yourself and your firm. This event is a must-attend for CFOs, Compliance Officers, General Counsels and anyone serving on a board. We look forward to seeing you all at an event soon!