Join us for a conversation on the future of the asset management business with Suni Harford, president of UBS Asset Management, and Thomas Digenan, CFA, head of US Intrinsic Value Equities for UBS Asset Management. Hear about how UBS is adapting to the current industry trends, the broader impact of COVID-19, and where they see opportunities for growth. They will also discuss UBS’s commitment to sustainability and how clients/investors are already adapting to an ESG world.
Members - FREE
Nonmembers - FREE
CFA Institute Qualified Activity: Eligible for 1 credit hour
Zoom login information will be provided in the reminder email closer to the event.
Registration closes at 5:00 PM on August 18, 2020.
12:00 pm - 1:00 pm CDT: Program
Please log in a few minutes early to test your video and internet connections.
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Suni Harford was named president of UBS Asset Management in October 2019. UBS AM is one of the largest asset managers globally, with USD 928 billion in invested assets and a presence in 22 markets. The firm offers world-class investment capabilities and styles across all major traditional and alternative asset classes, as well as platform solutions and advisory support. It is recognized for its innovation and thought leadership in key areas, such as sustainable and impact investing, and is the #1 foreign manager in China. Harford is chair of UBS AM's Executive Committee and Risk Committee, and is a member of the UBS Group Executive Board. She joined the firm as head of investments in 2017 where she was responsible for the investment team for UBS AM's traditional asset classes, passive and active, and UBS O'Connor, UBS AM's multi strategy hedge fund.
Before joining UBS, Harford worked at Citigroup for almost 25 years, most recently as the regional head of markets for North America, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Harford was also a member of Citi's Pension Plan Investment Committee and a director on the Board of Citibank Canada.
During her earlier career, Harford was Citi's Global Head of Fixed Income Research (2004-2008), was the co-head of Debt Capital Markets, and served as CEO of The Yield Book Inc., an analytics company and wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking.
Harford is a founding sponsor of Veterans on Wall Street, on the Advisory board of the Bob Woodruff Foundation and is involved in many organizations raising awareness and support for the US veteran community. She is actively involved in UBS's Diversity & Inclusion Committee and a senior sponsor of UBS's women's networking and mentorship organization, All Bar None. She has served on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business. Harford has held seats on the Board of several industry associations including the Depository Trust and Clearing Corporation and Securities Industry Financial Management Association. She is a regular contributor to industry conferences and keynotes and has been named one of American Banker’s Top 25 Women in Finance for a number of years.
Tom Digenan, CFA, is the head of the US Intrinsic Value Equity team at UBS Asset Management. In this role he is responsible for US equities portfolio construction and research. Prior to this role Digenan had been a strategist with the team since 2001, whereby he participated in the analysis and development of US equities portfolios, focusing on alpha generation and ensuring client investment objectives were met. Prior to his role with the US Equities team, he was president of the firm’s mutual funds and relationship funds organization.
Prior to joining the UBS predecessor organization Brinson Partners in 1993, Digenan was a senior manager in the tax department of KPMG Peat Marwick, where he worked exclusively in the investment services industry. Digenan is a member of CFA Institute, CFA Society Chicago, and the American Institute of Certified Public Accountants. He was a member of the Dean’s Council of Excellence for the Marquette University Business School from 2010-2016. Digenan also served as an adjunct professor in the Marquette University Graduate School of Business from 2012-2016. He received a bachelor’s degree from Marquette University and MST from DePaul University.
*Special Notes Regarding Fees:
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on August 18, 2020.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.