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PLI’s Understanding Financial Products 2024: Financial Product Fundamentals

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Kelley Howes, joined by industry professionals Duane Morikawa, Rick Grove, Sabeena Liconte, and Annemarie Tierney, will be speaking on the Financial Product Fundamentals panel at LI’s Understanding Financial Products 2024.

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Kelley Howes, joined by industry professionals Duane Morikawa, Rick Grove, Sabeena Liconte, and Annemarie Tierney, will be speaking on the Financial Product Fundamentals panel at PLI’s Understanding Financial Products 2024.This session will provide an introductory overview of a broad range of financial products. After completing this session, participants will be able to:<ul><li>Better understand the most commonly used financial products, including debt and equity products and derivatives</li><li>Gain insight into the newest financial products and financial trends</li><li>Assess which financial product is the best option</li></ul><hr>

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Kelley Howes is chair of the Investment Management Group, co-head of the Securities + Derivatives Regulatory Solutions team, and managing partner of the firm’s Denver office.Kelley has over 30 years’ experience advising U.S. registered investment companies (including mutual funds, exchange traded funds, and interval funds), business development companies, registered investment advisers, and exempt reporting advisers on a wide range of legal, regulatory, and compliance matters. She also counsels clients regarding investment company status matters under the Investment Company Act.Recognized as a go-to counsel for independent fund trustees, Kelley frequently advises registered funds and their trustees on corporate governance, compliance, and regulatory matters, mergers and reorganizations, and regulatory examination and enforcement matters.Kelley is consistently recognized as a top advisor in Chambers USA and Chambers Global, receiving multiple distinctions for Registered Funds. She has also been recognized in the Finance: Fintech category of The Legal 500 US awards.Prior to joining Morrison Foerster, she served as executive vice president and general counsel of Janus Capital Group Inc., a NYSE-listed global asset management holding company. She also previously served as senior vice president and general counsel of Janus Capital Management LLC, a U.S. registered investment advisory subsidiary of Janus Capital Group, and as president of the Janus funds and president of Janus Distributors LLC.Kelley previously served as a director of Young Americans Bank/Young Americans Center for Financial Education, ICI Mutual Insurance Company, and the Denver Metro Chamber of Commerce.

Kelley Howes

Chair of Investment Management Group

Investment Management

PLI’s Understanding Financial Products 2024: Financial Product Fundamentals

17 Jan 2024 9:15 AM - 10:45 AM EST