Schwab IMPACT 2023
Date: Tuesday, October 24 - Thursday, October 26, 2023

Capital Group session: Wednesday, October 25, 2023, at 11:45 AM ET | 2:45 PM ET


Data-Driven Strategies for Enhancing Client and Portfolio Outcomes


Find out what client data and insights, from more than 1,000 advisors, reveal about what clients need to succeed. Additionally, find out how the fastest growing registered investment advisor (RIA) firms are implementing these strategies into their practices.


Discover how:

  • Prioritizing flexibility, sound strategy, due diligence and client income objectives can have a positive impact on your portfolios
  • Identifying investment ideas that can be executed across multiple vehicle types can help you tailor advice to clients’ specific needs
  • Switching from a low-impact to a high-impact activity for 30 minutes each week can give you more time to serve your clients, investing in your firm’s future
  • Outsourcing key portfolio construction activities can create scale, efficiency and process optimization

Presenters:


Mike Van Wyk is a director of customer research & insights at Capital Group, home of American Funds. He has 25 years of industry experience and has been with Capital Group for seven years. Prior to joining Capital, Mike was director of global strategy development, advanced research methods and behavioral science at Procter & Gamble. He holds a doctorate from Temple University, an MBA from the University of Texas in Austin and a bachelor's degree in horticulture from Michigan State University. Mike is based in Los Angeles.


Maddi Dessner is director of asset class services at Capital Group, home of American Funds. She has 28 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Maddi was head of investment specialists Americas within JP Morgan’s Multi Asset Solutions. Before that, she was COO of their emerging markets equity team. She holds an MBA and a bachelor's degree in economics, both from The State University of New York at Buffalo. She also holds the Chartered Financial Analyst® designation. Maddi is based in Los Angeles.


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