Join us for a thought-provoking webinar featuring Lily Taft, CFA, from Main Street Research, in conversation with Anna Verhaegen, from BlackRock. As a part of our Guest Speaker series, Lily and Anna delve into a pivotal subject: artificial intelligence's influence on current market trends.

Anna and Lily will dissect the potential ramifications of AI on the economy. Through an exploration of recent AI advancements, they will identify who stands to benefit and analyze AI's plausible implications for daily life. This webinar offers a focused exploration of AI's trajectory and its profound significance.

Attendees have the opportunity to actively engage by posing questions during the live session. This webinar will not be recorded, so be sure to tune in live.
Thursday, September 28, 2023 · 1:00 p.m. Pacific Time (US & Canada) (GMT -7:00)
Lily Taft, CFA
Portfolio Manager
Lily adds depth and a data-driven mindset to our team’s portfolio management and research process. She brings a client-centric attitude to work every day, where she serves on the Investment Policy Committee, analyzing client-specific asset allocations, sector exposures, and security selections. Lily is also actively involved in decision-making related to managing, executing, and implementing trading strategies. In addition, Lily reviews and monitors daily updates and news from the firm’s outside research partners. Lily also leads our firm’s ESG (Environmental, Sustainable, and Governance) research efforts.

Lily is a CFA charter holder, a highly regarded designation and distinction in the investment profession. She is an active member of the CFA San Francisco Society and participates in various regional investment clubs. Her previous experience includes work with Shelton Capital Management and Main Street Research, where she started as an intern while in college. A graduate of Tulane University’s A. B. Freeman School of Business, Lily earned her Bachelor of Science Management in Finance and Management. She co-authored several Burkenroad Reports during her tenure, which covered companies under-followed by Wall Street. While a student at Tulane, Lily also served as an active member of the Darwin Fenner Student Managed Fund, which allocated capital to invest on behalf of Tulane’s $1.3 Billion Endowment.

Outside the office, Lily enjoys skiing, hiking, and any opportunity to enjoy the outdoors, especially in Lake Tahoe. Lily is based out of our headquarters in Sausalito, CA. ‍

CFA Disclosure: The Chartered Financial Analyst® (CFA) designation requires the holder to pass three six-hour exams, possess a bachelor's degree (or equivalent, as assessed by CFA institute) and have 48 months of qualified, professional work experience. CFA charter holders are also obligated to adhere to a strict code of ethics and standards governing professional conduct.
Anna Verhaegen
Product Strategist at BlackRock
Anna Verhaegen is a Product Strategist for BlackRock's ThematicsPlatform, which includes the iShares Megatrend and International ETF product suites. In her role, Anna is responsible for managing product, sales, and marketing for funds ranging from infrastructure and clean energy to robotics and artificial intelligence. Anna joined BlackRock in 2017 and holds an Economics degree from New York University.

In 2021, Anna was accepted into the Keystone program. The Keystone program is comprised of a select group of high potential sales professionals who are preparing for senior client-facing positions. Additionally, in 2020, Anna was awarded the WirehouseNortheast Internal of the Year award.

Anna previously interned at PowerlinxInc., a B2B matching platform in New York, NY. She also worked as an intern at Finance Innovation in Paris, France. Anna graduated with a Bachelor of the Arts in Economics from New York University in May 2017.