Parametric with Eaton Vance at Schwab IMPACT 2019

Join the industry’s largest gathering of experts and visionaries at the Walter E. Washington Convention Center in Washington, DC. Parametric and Eaton Vance will be at Booth 300 in the ESG section, where you can meet our experts, watch a demo of our Custom Core platform, and talk to our regional contacts. We look forward to seeing you there.

Visit us in the ESG section

Booth XXX | Nov 4-7

Join us at our cocktail reception

Tuesday, October 30 | 2–4 p.m.

RPM Italian

650 K Street NW, Washington, DC 20001

Attend a Custom Core^TM platform demo

Learn more about our advisor platform and tools, such as our Benchmark Builder, ESG Screen Analyzer, Transition Analysis Explorer, and Tax Alpha Simulator.

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Demos will take place at Booth 300:

Curious about the Custom Core platform?

Schedule a meeting with your Parametric regional contact

Use the email links below to schedule time with your contact during IMPACT. Unsure which region you’re in?
See our map.

Team management

Northwest region

Northeast region

Southeast region

Central region

So. California/Rocky Mountain region

Mid-Atlantic region

Our onsite experts

If you’d like to meet with our experts at Schwab IMPACT, please stop by Booth 300 or schedule a meeting with your regional contact.

Jennifer Sireklove

Jennifer Sireklove, CFA
Director of Responsible Investing
Jennifer is responsible for all aspects of Parametric’s Responsible Investing Strategies. She works closely with advisors and consultants to design, develop, and implement portfolio solutions that incorporate their clients’ principles. Prior to joining Parametric in 2013, Jennifer was in equity research, covering the energy, utility, and industrial sectors.
She earned an MBA in finance from the University of Chicago and a BA in economics from Reed College.

Emily Gray

Emily Gray, CFA
Director of Product Management
Emily is responsible for the strategic positioning and development of Parametric’s Custom Core strategies. She joined Parametric in 2008. Prior to her role in product management, she was responsible for supporting business development and relationship management for Parametric’s Eastern Region. She earned a BA in finance from the University of Washington.

Conference details

Venue
Walter E. Washington Convention Center
801 Mount Vernon Place NW
Washington, DC 20001

Conference dates
Sunday, October 28, at 8:00 a.m. through
Wednesday, October 31, at 12:45 p.m.

Conference website
http://impact.schwab.com/

Speakers
http://impact.schwab.com/speakers/

Agenda
https://impact.schwab.activeevents.com/2018/connect/agenda.ww

Travel FAQs
http://impact.schwab.com/travel/faq/

Investment advisory services offered through Parametric Portfolio Associates^® LLC ("Parametric"), an investment adviser registered with the U.S. Securities and Exchange Commission. Parametric (National Registration Database No. 42850) is also registered as a Portfolio Manager with the securities regulatory authorities in certain provinces of Canada with regard to specific products and strategies. Parametric provides advisory services directly to institutional investors and indirectly to individual investors through financial intermediaries. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Investing entails risks and there can be no assurance that Parametric (and its affiliates) will achieve profits or avoid incurring losses. All investments are subject to potential loss of principal. Parametric does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Please refer to the Disclosure page for important information about investments and risks.

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