March 2016 Luncheon Meeting

Are You Irrelevant? How to Compete in the World of Robo-Advisors

Speaker: John Jordan, CFA

Meeting Description

Are you prepared to compete in the new world of robo-advisors? Do you have questions about this fast developing and potentially competitive threat to the traditional advisor approach to investment management? More importantly, is your practice evolving sufficiently for this changing industry environment? John Jordan of Northern Trust will provide a high-level overview of this new space so that you have the critical knowledge to understand and to make good strategic decisions about whether and how to employ this new technology that is rapidly expanding in scope to include effective communication to clients in all things financial. He will bring you up to speed on the conditions that led to the rise of robo-advisors, what the current state of robo-advising is today, as well as provide a heads up on where robo-advising may be headed in the next 3-5 years.

CE is not available for this session.

Speaker Biography

John Jordan, CFA is a Business Development Executive with the FlexShares ETF business unit of Northern Trust Asset Management. John is responsible for business development and relationship management across all advisory channels in the San Francisco Bay Area and Pacific Northwest. As part of the ETF business, he has gained insights into their service offerings through conversations with many of the top-name robo-advisory firms.

Prior to joining Northern Trust, John was with BlackRock's iShares business in San Francisco and was responsible for business development and relationship management for Registered Investment Advisors, Institutional Asset Managers and Family Offices.
Additionally, John spent 10 years in various roles with Morgan Stanley and its Graystone Consulting business. He was responsible for advising clients including Foundations, Endowments, Retirement Plans and Private Clients.

John graduated from Saint Mary's College of California with a degree in Business Administration with an Honors Concentration in Financial Services. He is a CFA Charterholder and is a member of the CFA Society of San Francisco. In addition, John serves on the Board of Directors of the FPA East Bay and the Management Committee of the Wealth Management Series for the CFA Society of San Francisco.

Pricing and Registration

Advanced pricing is available through March 7th: FPA Members and First Time Visitors: $40 Non-Members: $60

After March 7th:
All Members and Non-members: $60

Online Registration is open through Monday, March 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, March 8th.