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WOLF & CO Events Wolf Investment Management Roundtable: Investing in Your Risk Management Strategies

Wolf Investment Management Roundtable: Investing in Your Risk Management Strategies



Date

September 29, 2021, 8:30 am - 11:00 am

Presenters

Tracy L. Hall, MBCP

Senior Manager

Ryan J. Rodrigue, CISA, CISSP

Principal

Michael C. Stravin, CPA, MST

Principal

Erica M. Torres, CRCM

Principal

Description

Location: Wolf & Company – 255 State Street, Boston, Ma 20109

Over the past year, unprecedented events such as the COVID-19 pandemic and the SolarWinds Orion attack have impacted organizations of all sizes across all verticals—leaving many either scrambling to remediate disruptions or generate new procedures to prevent them.

Investment advisers, broker-dealers, and family offices spend a significant amount of time managing financial and investment risk. In response to the challenges and disruptions of the past year, professionals within the financial services industry have increasingly been forced to also consider a variety of operational and compliance risks to ensure success and security. During this roundtable, industry experts will gather to discuss:

  • The importance of a solidified risk management program
  • How to analyze your current program and predict your level of preparation
  • Ways to identify gaps and strengthen your overall program

Diving into cyber incident response, business continuity planning, and versatile compliance management, you’ll learn how to adequately prepare for threats on the horizon and actionable strategies to handle a disruptive event quickly, efficiently, and safely.

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