Group 29829

Dakota Live! Call 154

July 12, 2024

Pick Your Call

Group 29845

154

On Dakota Live! 154

Hear from Scott Anderson, CIO, North Dakota Retirement & Investment Office

Cover all the Institutional accounts in Chicago by AUM

Receive a detailed report on the $1.7T Broker-Dealer, Edward Jones

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Key Account Highlights

Edward Jones, $1.7T Broker-Dealer 
St. Louis, Missouri

Largest independent broker dealer in the U.S. with approx. $1.7 trillion in assets and over 15,000 offices in the U.S. and Canada and more than 19,000 financial advisors and 8 million clients. Headquartered in St. Louis, MO, Edward Jones caters to individual investors and small businesses in local communities.

Edward Jones is employee owned and has historically embraced a single financial advisor per office model. There is a test program in place which will allow financial advisors to opt to co-locate their practice in shared offices, but not forming teams. Edward Jones advisors will continue to focus on their local communities.

Allocator Interview Highlights

Scott Anderson
North Dakota Retirement & Investment Office

Scott Anderson is the Chief Investment Officer for the North Dakota Retirement & Investment Office (RIO), which coordinates the activities of the State Investment Board and the Teachers’ Fund for Retirement.

Scott joined North Dakota RIO from American Family Insurance, where he was managing director of corporate development / mergers and acquisitions.

Prior to American Family, Scott spent nearly five years at the State of Wisconsin Investment Board (SWIB), where he was managing director of asset and risk allocation.

Before moving to SWIB, Anderson was director of performance and risk, investments, at American Family for nearly 10 years.  And before that he spent seven years as a senior manager at Deloitte.

Scott earned his bachelor’s degree in electrical and computer engineering and a Master of Business Administration from the University of Wisconsin at Madison, and he is a Chartered Financial Analyst (CFA).

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Past Dakota Live! Calls

  • 117

    Metro Area:
    Baltimore, DC, Northern VA

    Key Account:
    Jackson National Asset Management

    Allocator Interview:
    John Tassone, Forbes Family Trust

  • 118

    Metro Area:
    Dallas

    Key Account:
    Wilmington Trust

    Allocator Interview:
    Lawrence Calcano, iCapital

  • 120

    Metro Area:
    Minnesota

    Key Account:
    Stifel

    Allocator Interview:
    Jeremy Beal, Morgan Stanley

  • 121

    Metro Area:
    Philadelphia

    Key Account:
    J.P. Morgan

    Allocator Interview:
    Matthew Ruffalo, Clarfeld

Streamline your fundraising efforts today!

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