How Wealth Managers Can Use Securities Class Actions To Add Value To Their HNW Clients – ISS SCAS – 6.28.21

Overview:
Title: How Wealth Managers Can Use Securities Class Actions To Add Value To Their HNW Clients
Date: Monday, June 28, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Summary:

On Demand Now. Please join ISS Securities Class Action Services for an upcoming webcast on how securities class actions can help sustain and grow your Wealth Management practice for all of your HNW and UHNW clients. With hundreds of new cases and billions of dollars in settlements occurring each and every year, this one hour event will educate, inform, and inspire you on how ISS Securities Class Action Services can help you manage the complicated process of investor class actions, add value to your clients, and fulfill your fiduciary duties. The event will cover the critical “ABC’s” of securities litigation, including:

  • What is securities class actions (SCA) and how does that impact my clients?
  • How can I utilize SCAs to add value to my clients and fulfill my fiduciary duties? Is it a competitive weapon?
  • “I only invest my clients in low-risk blue chip stocks, why are SCAs still relevant?”
  • Recent key trends including the impact of COVID-19 and unique event-driven litigation.
  • A discussion on what is ahead for the rest of 2021 and beyond.

Speakers:
Ivar Eilertsen Ivar Eilertsen Managing Director ISS Securities Class Action Services

Ivar Eilertsen is Global Business Head of ISS’ Securities Class Actions Services. Prior to joining ISS in January 2020, Ivar held senior leadership positions with leading firms such as Wilshire Associates, Broadridge, Thomson Financial (now Refinitiv, part of LSEG), and Information Mosaic. He has worked with large and small financial institutions on five continents and always tries to be understanding of clients’ business needs. He believes that he is successful only when his client is successful with their clients. Ivar co-founded a securities class actions firm in 2013, which he subsequently sold, and has been involved with many early-stage financial services firms, including early entrants in the ETF and crypto currency markets. He was an Executive in Residence with a $20B private equity firm.
Jeff Lubitz Jeff Lubitz Executive Director ISS Securities Class Action Services

Jeff Lubitz is Executive Director of ISS Securities Class Action Services. With more than a decade of experience at ISS, Jeff works closely with many of the world’s leading asset managers, including high net work managers, to help deliver critical asset recovery solutions with a dual goal of maximizing settlement recoveries and mitigating risk. Jeff is managing editor of all thought leadership, overseeing the production of webinars, white papers, reports, and a newly created client update, “This Week in Securities Class Actions.”

Jeff is a frequent speaker at industry events and conferences on the complex topic of global securities litigation with recent appearances across the United States, Europe, and Australia. Jeff is also a contributor to the press with his expert commentary featured in Reuters, Fortune Magazine, Bloomberg Law, Law360, and elsewhere.