2013 WEALTH MANAGEMENT CONFERENCE
AND INVESTOR SYMPOSIUM
EARLY BIRD PRICING UNTIL JUNE 28, 2013
17-18 October 2013
Calgary TELUS Convention Centre
Macleod Hall (Lower Level)
The CFA Society Calgary bi-annual Wealth Management Conference is scheduled for Oct 17th – 18th, 2013 at the TELUS Convention Centre. This year’s theme centers around “Reclaiming Investor Trust in a Politically Fractured World”
Preliminary topics include:
Reclaiming your client’s trust.
Ø After the financial crisis, how do we as individuals, firms, and industry reclaim the lost confidence in our profession?
Ø How low can each country depreciate their way out of trouble?
Ø Should you be concerned about how a currency war impact your client’s portfolio?
Navigating in a low yield world
Ø What is the outlook for fixed income?
Ø Should I rethink my client’s asset mix?
Is a sustainable withdrawal rate still relevant?
Ø An overview of the current research on sustainable withdrawal rate
Ø What should the withdrawal rate be in a low-return environment?
Exchange Traded Funds
Ø Can they benefit both my clients and my practice?
Ø Assessing asset classes typically only available to institutional investors
Effective communication with your clients
Ø How much of what you are saying is lost in interpretation?
Ø Half of your battle is won through strong communication
Come join us for a one- and-a-half day conference full of thought provoking insightful topics and networking opportunities with many industry leaders and professional practitioners. This year, we are also hosting a ½ day investor symposium after the conference as a means to generate additional opportunities for Portfolio Managers, Investment Advisors, Financial Planners, and investment professionals at large.
Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families, as a director of the Vanguard group of mutual funds and several business ventures, and as Managing Partner of a pro bono partnership of Harvard Business School classmates and friends, The Partners of ’63, which commits time and treasure in support of entrepreneurial, change-oriented ventures in education, particularly those focused on children born into tough circumstances.Charley’s professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972. Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world.
Services to the investment profession include: Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal. He is one of 11 individuals honored for lifetime contributions to the investment profession.
Academic activities include two appointments (in 1970 and 1974) to the faculty of the Harvard Business School and one (in 1986) to the Yale School of Management, both to teach the advanced course on investment management, and 20 years on the faculty of the Investment Workshop at Princeton.
The author of 16 books, including What It Takes (John Wiley), The Partnership: The Making of Goldman Sachs (Penguin), Joe Wilson and the Creation of Xerox, CAPITAL, and Winning the Loser’s Game (McGraw-Hill), and with Burt Malkiel, Elements of Investing (all John Wiley & Sons), Charley has written over 100 articles for business and professional journals. His article “The Loser’s Game” won the investment profession’s Graham & Dodd award in 1977. Joe Wilsonwas selected as one of the best business books of 2006.