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VIRTUAL EVENT SERIES

#WomenInvested: Navigating the New Realities

 

Moderated by award-winning journalist Soledad O’Brien, our new three-part virtual event series explores pressures and opportunities women are presented with in today’s environment. The series is the latest from Merrill, as part of its ongoing focus on supporting women as they invest in themselves and others.

 

Expert panelists will take on a variety of timely topics and offer relevant insights that can make a real difference in the lives of women today.

 

Event Topics:

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First carousel slide shows an image of Lee Woodruff on the left and Renee Peterson Trudeau on the right

Caregiving in the Age of Coronavirus: Taking Care of Your Loved Ones—and Yourself

Lee Woodruff

Co-author of the New York Times best-selling book In an Instant and co-founder of the Bob Woodruff Foundation

Renee Peterson Trudeau

Internationally-recognized  life-balance coach, speaker and award-winning author

Second carousel slide shows an image of Shiza Shahid on the left and Lisa Nichols on the right

Finding Purpose and Staying Connected in a Disconnected World

Shiza Shahid

Co-founder, Our Place, founder, NOW Ventures and co-founder of the Malala Fund

Lisa Nichols

CEO and Founder, Motivating the Masses

Third carousel slide shows an image of Jackie Vanderbrug on the left and Savita Subramanian on the right

A Century of Progress: The Road to Gender Equity

Jackie Vanderbrug

Head of Sustainable & Impact Investment Strategy for the Chief Investment Office, Merrill and Bank of America Private Bank

Savita Subramanian

Head of U.S. Equity & Quantitative Strategy and Global ESG Research for BofA Global Research

Fourth carousel slide shows an image of Soledad O’Brien

Soledad O’Brien – Women Invested Virtual Event Series Moderator

Award Winning Journalist, Documentarian, Entrepreneur & Philanthropist Soledad O’Brien will moderate all three women’s virtual event discussions.

Caregiving in the Age of Coronavirus: Taking Care of Your Loved Ones—and Yourself

Image of a woman and a child looking at a computer

Women will share their personal experiences with caregiving and discuss how they were able to work through the challenges. They’ll offer tips and ideas on planning for the unexpected, as well as suggestions on how to avoid burnout.

Topics covered:

  • Managing the pressures of balancing work and new childcare arrangements.
  • Staying connected to your aging parents, even if you’re unable to see them face-to-face.
  • Juggling the planned—and unplanned—costs of caregiving with your financial goals, including saving for retirement.
  • Steps and actions you can take now to prepare for future caregiving expenses.

 

 

 

Finding Purpose and Staying Connected in a Disconnected World

Image of a couple smiling while looking at a tablet device

Panelists will weigh in on many of the questions women are asking themselves as they strive to stay connected with family, friends and loved ones, while also continuing their own journey to find meaning and purpose in life.

Topics Covered:

  • Are there simple ways to improve my relationships and stay connected with others?
  • Is it possible to avoid feeling overwhelmed and even find new meaning?
  • What lessons can we learn from what the world is experiencing?  Could we come out on the other side more resilient?

 

 

 

A Century of Progress: The Road to Gender Equity

Image of a woman sitting near computers

Expert panelists will explore the growth and importance of what’s known as gender lens investing, and shed light on how it can help society at large while also providing opportunities for interested investors.

Topics covered:

  • The current issues surrounding gender equality and why businesses and investors can no longer afford to overlook its importance.
  • Why companies who support and elevate women at all levels of an organization may be better positioned for long-term success.
  • The growing interest in gender lens investing (GLI) and how investors can get involved.
  • How gender lens investing fits into the broader area of sustainable investing.

 

 

 

 

Important Information:

  • To view the video series, you must register at the event page hosted by Veracast.
  • After registering, you will use the same URL to access the three videos.
  • If you are pre-registered, you do not need to complete the registration form again when you view the series.
  • Technical Difficulties? Please contact Veracast at 415.418.6305 or ml@veracast.com

 

 

To learn more about all Merrill investing approaches, visit merrill.com

The views expressed are those of the speaker(s) only, as of September 16, 2020 and are subject to change.

 

Lee Woodruff, Renee Peterson Trudeau, Shiza Shahid, Lisa Nichols and Soledad O'Brien are not affiliated with Bank of America Corporation.

 

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.

 

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

 

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

 

Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Event details

Date: September 29, 2020

 

Time: 2PM ET

Committed to progress

At Merrill, we have an ongoing commitment to advancing the financial empowerment of women investors. We hope that this series of events provides insights that help navigate the complexities of our new world.

 

—Andy Sieg, President, Merrill Lynch Wealth Management

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