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2020 Impact on the 529 Industry
About This Webinar
Hosted by Tarun Garg, CFA, Head of College Savings at BlackRock, Devin McCarthy, Managing Director at NASDAQ Fund Network, and Paul Curley, Director of Savings Research at ISS Market Intelligence, February’s webinar provided commentary and data analysis of how 2020 has impacted the 529 industry market trends going forward compared to 2008, how advisers have adapted to the industry landscape based on market insight and a new survey for advisers, and how the industry is reaching a new level of transparency and awareness based on a new partnership between NASDAQ Fund Network and BlackRock.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Director of Savings Research, ISS Market Intelligence
Paul Curley is Director of Savings Research at ISS Market Intelligence, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.
Managing Director, Nasdaq Fund Network
Devin McCarthy has been at Nasdaq for 11 years and has been on the Information, data and analytics side of the business since he began his career. He currently leads the Sales and Partnership effort for the Nasdaq Fund Network. In his role, Devin is looking to drive transparency by registering ticker symbols for 529 plans, collective investment trusts, retail SMA/Models, structured products, mutual funds and more. Prior to his current role, he worked on the Nasdaq market data and analytics side of the business for 9 years.
Devin is originally from Tulsa, OK and received his undergraduate degree from the University of South Carolina in 2009. He is currently pursuing his Executive MBA from Villanova University and lives in Villanova, PA with his wife and two children.
Devin is originally from Tulsa, OK and received his undergraduate degree from the University of South Carolina in 2009. He is currently pursuing his Executive MBA from Villanova University and lives in Villanova, PA with his wife and two children.
Head of College Savings, BlackRock
Tarun Garg, CFA, Director, is Head of BlackRock College Savings Business (529). In this role, he leads strategy, relationship and business development across BlackRock / iShares branded college savings plans (State of Ohio, State of Arkansas), Merrill Lynch NextGen plan and investment only relationships spanning multiple states and program managers.
Tarun joined BlackRock in 2006 as a relationship manager for BlackRock's largest client (Merrill Lynch) covering Mutual Funds, Hedge Funds and separately managed accounts (SMAs) designed for non-US investors in Latin America, EMEA and Asia. Over time he added coverage of non-US products for Morgan Stanley, UBS and Wells Fargo as well as alternative investments (hedge funds, private equity) and institutional products (Liability Driven Investing) for Merrill Lynch's US based clients. He was previously also head of USWA National Accounts strategy and client partnerships.
Before joining BlackRock, Tarun was a management consultant specializing in the auto industry. He started his career as a computer programmer in 1999.
Tarun earned a bachelor's degree in mechanical engineering from Indian Institute of Technology and an MBA from Indian Institute of Management with a term at University of Chicago's Booth School of Business. He is qualified as a certified financial planner (CFP), is a CFA charterholder and holds FINRA series 7, 63, 24 and 51 licenses.
Tarun resides in the Princeton area with his wife and 3 kids.
Tarun joined BlackRock in 2006 as a relationship manager for BlackRock's largest client (Merrill Lynch) covering Mutual Funds, Hedge Funds and separately managed accounts (SMAs) designed for non-US investors in Latin America, EMEA and Asia. Over time he added coverage of non-US products for Morgan Stanley, UBS and Wells Fargo as well as alternative investments (hedge funds, private equity) and institutional products (Liability Driven Investing) for Merrill Lynch's US based clients. He was previously also head of USWA National Accounts strategy and client partnerships.
Before joining BlackRock, Tarun was a management consultant specializing in the auto industry. He started his career as a computer programmer in 1999.
Tarun earned a bachelor's degree in mechanical engineering from Indian Institute of Technology and an MBA from Indian Institute of Management with a term at University of Chicago's Booth School of Business. He is qualified as a certified financial planner (CFP), is a CFA charterholder and holds FINRA series 7, 63, 24 and 51 licenses.
Tarun resides in the Princeton area with his wife and 3 kids.
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