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Press Release

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

Three-time Emmy winner Karamo Brown to deliver keynote address

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.

About Fi360

Fi360, a Broadridge® Company, is a fiduciary education, training and technology company that helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX and was acquired by Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, in 2019. Learn more at www.Fi360.com, via Twitter or on LinkedIn.

About Broadridge

Broadridge Financial Solutions, Inc. (NYSE: BR), a $4 billion global Fintech leader, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge's infrastructure underpins proxy voting services for over 50 percent of public companies and mutual funds globally, and processes on average more than U.S.$8 trillion in fixed income and equity securities trades per day. Broadridge is part of the S&P 500® Index and employs over 12,000 associates in 17 countries.

For more information about Broadridge, please visit www.broadridge.com

To contact media relations, please email us at mediarelations@broadridge.com.