ESG Investing, Reg BI Experts Among Fi360 2020 Annual Conference Speakers

NEW YORK, Feb. 10, 2020 — Fi360, a Broadridge® Company and the nation’s leading provider of fiduciary-related education and technology, reveals a stellar agenda and notable keynote speaker for its 2020 annual conference on May 17-19 at the JW Marriott hotel in Austin, Texas.

The Fi360 conference is the premier professional development conference for the financial services industry and a staple for financial professionals for more than 15 years. What began as an event designed to deliver AIF® Designees with the practical, fiduciary-based content necessary to advance their practices swiftly blossomed into a destination where more than 800 attendees from all over the world gather to discuss relevant topics, partake in interactive workshops and hear from the most sought-after practitioners and educators in the industry. Highlights from this year’s agenda include:

• CEO & Harvard Law professor to take a deep dive into ESG investing. Saker Nusseibeh, Chief Executive Officer of Hermes Investment Management, and Harvard Law Professor Robert H. Sitkoff will frame ESG investing in light of today’s complex market, tackling topics such as how ESG investing can provide a competitive edge and what fiduciary conditions must be satisfied when incorporating ESG factors into investment decisions.
• Michael Kitces will discuss the latest on Reg BI.The Partner and Director of Research for Pinnacle Advisory Group, Co-Founder of the XY Planning Network and publisher of the popular industry blog Nerd’s Eye View and e-newsletter, The Kitces Report, will discuss the current status and impact of the SEC's Regulation Best Interest, how firms and advisors are adapting to the current environment and the future of investment advice as a profession.
• “Queer Eye” star Karamo Brown to deliver keynote. The Emmy-award winning culture expert on the Netflix’s Queer Eye and former social worker will discuss how he harnessed his unique life experiences to create his own path to professional success — and how financial services professionals can apply this approach to their careers as well.

This year, the Fi360 team is excited to bring the big event to Austin, the state capital of Texas, and a thriving hub of art, music and culture. Registration information can be found here. The full agenda and additional information can be found here.