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PUTTING INVESTORS FIRST

CFA Society Cayman Islands will join with other CFA Societies from around the world to recognize May 2015 as Putting Investors First Month; a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others.

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Event Details

When:
May 20, 2015

Where: 
Grand Cayman Marriott Beach Resort 
389 West Bay Road, George Town
Grand Cayman 30371
Cayman Islands

Agenda:
5:00 - 5:45pm: Registration
5:45 - 6:45pm: Keynote Speaker 
6:45 - 8:30pm: Networking reception 

This event is Free.

View the pictures from this event.
 


Sponsored by:
                             

 

 

 

 

 

 Featured Speaker

Our featured speaker will be Carl Richards, CFP   

 

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States.

 

 

 

He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on MarketplaceMoney, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His second book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money (March 2015, Portfolio), uses these sketches to cut through the complexity people associate with financial decisions. 

Copies of his new book will be available to purchase and Carl will be available to sign the book during the networking session.

Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an upcoming exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.