Three of Nashville’s most influential financial-industry leaders will speak at Belmont University on Monday, Nov. 17., on The Changing Landscape of the Financial Services Industry. James C. Bradford and Luke Simons, former managing partners of J.C. Bradford & Co., will present a historical perspective on how consolidation and the re-entrance of banks and insurance companies into the securities broker/dealer industry has influenced investment banking and retail and institutional brokerage activities.
In addition, Phil Burnett, branch manager for UBS in Nashville, will offer a current-day perspective on what investment, banking, and insurance products today’s financial planners are equipped to sell.
Bradford, Simons and Burnett also will discuss where recent undergraduate and graduate business majors should position themselves to meet the employment needs of the financial industry
UBS is the successor company to Paine Webber, which acquired Nashville-based J.C. Bradford & Co. in 2000. UBS subsequently acquired Paine Webber later that same year.
The event starts at 4:30 p.m. in the Neely Dining Room with refreshments to be served, followed by the presentation from 5 to 6:15 p.m. Belmont undergraduate students can get convocation credit by attending.
The event is free and open to the public and news media.