Event Details:
10:30 AM - 11:00 AM: Doors open - check in + networking - come early to network with your FPA colleagues
11:00 AM - 11:10 AM: Welcome! Join us for the latest FPA updates & announcements
11:10 AM - 12:00 PM: Cybersecurity for RIAs (1 CE: CFP, CPA, CIMA)
Steven Ryder
Chief Strategy Officer,Visory
Steven Ryder was the President and Founder of True North Networks, Inc. since 2002 and now serves as Chief Strategy Office of Visory, Inc. Visory is a leading national provider of managed hosting, technology and security services within the financial services industry. In 2015, True North launched SecureWorkplace®, a suite of cybersecurity services designed to reduce the likelihood of a successful cyber-attack on their clients.
Prior to Visory and starting True North, Mr. Ryder worked in the financial services industry serving as Vice President of two banks, managing relationships with Fannie Mae’s largest New England clients and was the CFO of the largest real estate company in New Hampshire.
12:00 PM - 12:30 PM: Lunch & Networking
12:30 PM - 1:20 PM: Going Beyond Indexing With Tax & Portfolio Customization
(1 CE: CFP, CPA, CIMA)
Speaker Update:
Ashish Bhagwanjee
Senior Portfolio Manager and Vice President, Dimensional Fund Advisors
Ashish Bhagwanjee is a Senior Portfolio Manager and Vice President at Dimensional. He leads a team of investment professionals that manage global allocation, target date, and tax-managed portfolios. Ashish is responsible globally for foreign exchange (FX), overseeing daily FX processes, FX hedging, counterparty management, and regulatory reporting. In addition, Ashish oversees cash and derivatives processes.
Ashish earned his MBA from the University of Chicago Booth School of Business with concentrations in analytic finance and accounting. He also holds a BS in industrial management from Purdue University.