Jason Hoody, with LPL, is down in Charlotte, NC. Jason will talk about how they are doing with diversity and inclusion, model delivery, how to get on the platform, what's the win at LPL, and how to speak to whether they are in Boston or Charlotte. They are a transformative allocator and someone you really want to get to know.

Bio: As Vice President within the LPL Financial Research department, Mr. Hoody is responsible for overseeing traditional manager due diligence and sustainable investing. He oversees the team that is responsible for researching and recommending third-Party equity and fixed income managers that are used throughout LPL’s various platforms, including centrally managed models. He also oversees LPL’s sustainable investing efforts, including manager research, model management, and advisor outreach. prior to joining LPL in 2015, Mr. Hoody was a research analyst for a registered investment advisor (RIA) where he performed manager diligence, asset allocation studies, and portfolio construction for 401k and pension plans. He began his financial services career in 2004 with BB & T where he performed manager diligence and portfolio construction and has also performed privately held company and intellectual property valuations while at KPMG and Dixon Hughes Goodman. Mr. Hoody is a Chartered Financial Analyst (CFA) charterholder and holds a BS in political science from Clarkson University, an MA in international affairs from American University, and an MS in finance from Johns Hopkins University.