Leading MSCI Researcher Steve Kowal CFA, Head of Index Wealth Advisory Channel Management for EMEA, will be joining the briefings to provide an update on the MSCI WMA Private Investor Index Series.
Mr Kowal will deep dive into the underlying components of the indices, provide an update on the recent enhancements, and answer any questions from members.
A WMA Briefing on the latest issues affecting WMA members will follow this meeting. For further details and to book your place – click here.
Steve Kowal CFA, Head of Index Wealth Advisory Channel Management for EMEA – MSCI
Steve Kowal is an Executive Director and Head of Index Wealth Advisory Channel Management for the EMEA region at MSCI. Steve joined MSCI in January 2014 and is responsible for enhancing MSCI’s value proposition for the private wealth channel that includes financial advisers, wealth managers, private banks and related service providers.
A native of Canada, Steve began his career in personal banking and investments at Royal Bank of Canada in Toronto. Steve moved to London in 1999 and has since held roles as Director of International Business Development at Fidelity International (FIL), Director of Strategic Alliances at Fidelity FundsNetwork, Head of Open Architecture at Skandia Investment Solutions and Head of Global Business Development at BullionVault.
Steve received a MSc. in Management on the Sloan Fellowship Programme at London Business School and a BSc. in International Finance and Economics from the School of Foreign Service at Georgetown University. He is also a Chartered Financial Analyst and member of the CFA Institute.
PIMFA
