Hi Assaf, could you tell us a bit about your background and role at OppenheimerFunds?
Assaf Kedem is an award-winning writer who, over a career spanning two decades, has served in a range of communication roles at global financial firms, including JPMorganChase, Merrill Lynch, BlackRock, Citigroup, Morgan Stanley, AllianceBernstein, Kohlberg Kravis Roberts (KKR) and MSCI. He is the author of “The Investment Writing Handbook” (Wiley 2018), the first manual of its kind explaining how to communicate to investors effectively. Assaf currently serves as a senior writer with OppenheimerFunds and is charged with developing intellectual capital and communications for the firm’s institutional clients, high-net-worth investors and intermediary relationships. He is also an adjunct professor of writing and communications at New York University’s master’s program in public relations and corporate communication. Assaf earned an M.S. in strategic communications from Columbia University and a B.A. in economics and management from the Israel Institute of Technology (Technion).
Having taken part in our TSAM’s across the Atlantic in previous years, this will be your first TSAM London. Are you looking forward to the experience?
Indeed, and I hope to bring some value-added perspectives to your European audience.
As well as your day-to-day role as an Investment Writer, you’ve also recently had a book published. Without giving too much away, can you give us a snippet of the content?
The book covers the following:
At TSAM, you’ll be giving a presentation on day 1 about Creating a Roadmap for Your Content Marketing Architecture. How important is it for content creators & marketers to have this roadmap in place before embarking on their content journey?
Since investor content spans a range of forms and purposes, and should be delivered strategically as warranted by circumstances, I believe it is essential to establish a roadmap for rationalizing and organizing content.
You’ll also be leading a day 2 workshop focusing on compliance for content creators. Regulatory compliance is of course something that affects most, if not all, functions of an asset management business, particularly at present. Could you give us a brief overview of what exactly your workshop will offer to attendees?
Failing to comply with regulatory requirements could result in misleading information to the investor and risks harming a firm—whether by damaging its reputation, subjecting it to such penalties as fines or sanctions, or heightening the potential for future litigation. Although the specialists of a firm’s legal and compliance department can help communicators out to ensure their content meets regulatory standards, they’ll need a general ability to distinguish compliant from noncompliant writing at the onset—and learn to recognize key pitfalls—so that by the time a legal specialist reviews their work, it will have already met a host of essential criteria.
This session will cover essential pointers toward making investment content legally compliant, streamlining and expediting the review process, negotiating certain points with legal reviewers, and helping communicators wrest control over their message.
Join us for Assaf’s presentation and workshop at TSAM London on the 13-14th March 2018. Visit www.tsamlondon.com for more details and to book your place.