Overview

SII Graduate Program

Date

March 07 - March 08, 2019

Location

Philadelphia, PA

Hosted by

SIFMA and Wharton

SII 2019 Graduate Tuition – Until 3/7/19

  • All attendees $995

Overview

Return to Wharton to learn from the professors you enjoyed, attend newly offered courses and network with fellow Alumni and current students. The SII Graduate Program is designed to broaden perspectives, increase job effectiveness and leadership capacity, and strengthen management and leadership skills.

Registration is available on a first come, first served basis: register today before space sells out.

Program

12:15pm – 1:15pm

Graduate Networking Lunch with SII Trustees and Faculty

1:30pm – 3:00pm

CFP Eligible It’s been ten years now and quite a bit has been written of the impact this event had on the global economy as well as the U.S. —…

CFP Eligible

It’s been ten years now and quite a bit has been written of the impact this event had on the global economy as well as the U.S. — some even ascribe President Trump’s rise to it (seeing his candidacy as reaction to the crisis from both the right and the left.  The new laws and then regulations that followed, principally driven by The Dodd-Frank Act, have been largely implemented, but to what effect?  And there’s a growing cacophony of voices saying another bust might occur.

Participants

Paul Tiffany

Speaker

Paul Tiffany

Senior Lecturer

Haas School of Business, University of California, Berkeley

Paul Tiffany’s Biography

3:20pm – 4:50pm

Millennials get a bad rap. Described by members of other generations as “entitled”, another way to understand them is appreciating that Millennials are highly empowered, and are driven by a…

Millennials get a bad rap. Described by members of other generations as “entitled”, another way to understand them is appreciating that Millennials are highly empowered, and are driven by a sense of agency as well as a deep connection to their values. Based on myriad cultural, economic, and social forces, Millennials are not afraid to ask for what they want at work, and to expect that they will be respected for their contributions.

In this class we will examine the stereotypes about Millennials with an eye toward dispelling ideas that are unfair, and even inaccurate, about this generational group. Through a deep dive to understand how they were raised, how they approach being led and leading, we will look to develop a more nuanced view of Millennials at work with a greater focus on their collective strengths, as well as how you can best leverage their ideas and talents.

Learning Objectives:

  • Learn about the background of Millennials and why and how they view the world in quite specific ways
  • Understand their needs for purpose, meaning, and participation – and how they may react if these needs aren’t met
  • Identify ways in which you can be more flexible with your leadership style to manage and inspire this generation of workers

Participants

Yael C. Sivi

Speaker

Yael C. Sivi

Co-Founder and Managing Partner

Collaborative Coaching

Yael C. Sivi’s Biography

7:00pm – 9:00pm

Sponsored by Broadridge Financial Solutions, Inc. Join SII 2019 participants for a night of networking and fun. Dinner and drinks will be served. Casual attire is appropriate for this…

Sponsored by Broadridge Financial Solutions, Inc.

Join SII 2019 participants for a night of networking and fun. Dinner and drinks will be served. Casual attire is appropriate for this reception (including jeans).

Location: XFINITY Live!

8:45am – 10:00am

A new Congress convenes in 2019, returning split government to Washington. The new Democratic-led House is expected to hold aggressive oversight hearings into the Trump Administration’s policies. At the same…

A new Congress convenes in 2019, returning split government to Washington. The new Democratic-led House is expected to hold aggressive oversight hearings into the Trump Administration’s policies. At the same time, the Administration will continue to assert its regulatory authority in a number of areas, including expanding and increasing tariffs on imports; reducing the scope and effectiveness of the Affordable Care Act; imposing and enforcing new immigration restrictions; reducing the availability of Medicaid and other “safety net” programs; and rolling back industry-specific regulations. In addition, the SEC has proposed new “broker conduct” regulations, while the DOL is considering another look at its prior proposal.

Andy Friedman, an expert in political and legislative affairs, will address these matters in his 2019 presentation.  Among other things, he will discuss:

  • Residual nuances of the 2017 Tax Act that provide opportunities for investors in 2019;
  • Bipartisan legislation that Congress will consider in 2019;
  • The scope of House oversight hearings and how they could affect the administration’s ability to implement its policies;
  • The effect and possible outcomes of the president’s tariff program and other administration initiatives such as healthcare, infrastructure, and industry-specific reforms;
  • How changes in government revenues and spending affect the country’s fiscal situation and the future direction of interest rates;
  • The scope, effect, and prognosis of regulations governing broker conduct.

Along the way, Andy will consider how each of these items is likely to affect taxes, the economy, specific economic sectors, and the markets in 2019 and beyond. In addition to these insights, Andy will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market effects and volatility arising from these initiatives, as well as specific strategies for investment, wealth transfer and retirement planning.

Participants

Andrew Friedman

Speaker

Andrew Friedman

Founder and Principal

The Washington Update

Andrew Friedman’s Biography

10:00am – 11:00am

Sponsored by Fidelity Clearing & Custody Solutions When Sarah Robb O’Hagan was starting out as a marketing associate with the Virgin Group, her CMO abruptly left, creating a vacuum…

Sponsored by Fidelity Clearing & Custody Solutions

When Sarah Robb O’Hagan was starting out as a marketing associate with the Virgin Group, her CMO abruptly left, creating a vacuum in the department. After identifying a lack of leadership, Sarah drafted a 30-page marketing proposal, slipped it under the company President’s door, and immediately got promoted. Sarah’s career has taught her innumerable lessons about succeeding in life and business, but the most important is this: You don’t get promoted for just showing up and doing your job—you have to get out of line to deliver more for the team and stand out.

Sarah will outline why giving is receiving, how problem solving is the single most important thing you can do to get ahead, why you need to take risks and “crash more”—using failure to fuel personal growth—and how to amplify your unique strengths to create growth runways.

Participants

Sarah Robb O’Hagan

Speaker

Sarah Robb O’Hagan

Founder and CEO

Extreme Living

Former CEO, Flywheel Sports; Former Global President of Gatorade

Sarah Robb O’Hagan’s Biography

11:30am – 12:30pm

Dr. Jeremy Siegel will discuss where he thinks the economy and markets stand today and then open up a discussion with SII graduates.

Dr. Jeremy Siegel will discuss where he thinks the economy and markets stand today and then open up a discussion with SII graduates.

Participants

Jeremy Siegel

Speaker

Jeremy Siegel

Russell E. Palmer Professor of Finance

The Wharton School

Jeremy Siegel’s Biography

12:45pm – 1:45pm

Graduate Networking Lunch

2:00pm – 5:00pm

This workshop will help strengthen your influence and persuasion skills -- skills you need to win support for important initiatives, achieve organizational alignment, and implement strategies. Through a series of…

This workshop will help strengthen your influence and persuasion skills — skills you need to win support for important initiatives, achieve organizational alignment, and implement strategies. Through a series of interactive discussions and role-plays, you will answer four key questions: What are the steps that led to buy-in? What is your communication style and how do you use to engage stakeholders? How do you make your ideas simple and compelling? How do you generate lasting commitment? The workshop content is drawn from the book The Art of Woo: Using Strategic Persuasion to Sell Your Ideas (Portfolio/Penguin), co-authored by G. Richard Shell and Mario Moussa. This class will require pre-work to be completed prior to the participants’ arrival.

Learning Objectives:

  • Learn about the six channels of influence and how to use them effectively
  • Optimize each message so it appeals directly to your counterpart’s style and interests
  • Measure your progress on real problems you bring to the program and see immediate results
  • Map the political landscape of your organization to see where the landmines are buried and where your allies can help you
  • Experience enhanced self-awareness, including emotional intelligence
  • Enhance the ability to assemble winning coalitions

 

Participants

Mario Moussa

Speaker

Mario Moussa

President

Moussa Consulting

Mario Moussa’s Biography

Venue

Wharton School of the University of Pennsylvania

3620 Locust Walk
Philadelphia, PA 19104

Picture of venue

Hotel Accommodations

SIFMA has reserved a block of rooms at the Sheraton Philadelphia University City.  Rates are $209/night.  Please contact us at [email protected] to make your reservation or add your housing request during the registration process.

  • Hotel accommodations are not included in the program tuition.
  • Any cancellation requests must be made through SIFMA.

 

Terms and Condition

Code of Conduct

SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.