Lunch, Awards Ceremony, and General Session #5: Cultivating a Global Mindset

Individuals differ in how they sense and interpret the world around them. So do organizations. And, these differences matter.

Anil K. Gupta is widely recognized as one of the world’s leading experts on strategy and globalization. During this session, Dr. Gupta shares his insights about why far too many in the financial services industry are blind to the ongoing transformation of the global economy and the real opportunities and challenges resulting from this transformation. He offers concrete guidelines that investment and wealth advisors can use to develop a global mindset that will benefit you, your practice, and your customers. The development of a global mindset requires not only openness to and knowledge of diversity across cultures and markets but also the ability to integrate across this diversity.