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Title

3rd Annual Wealth Management Conference

Event Description

CFA Society Cleveland
Wealth Management Conference
        

September 11st, 11:30AM - 6:00PM 
Higbee's The Silver Grille
200 West Prospect, 10th Floor

Join leading financial industry professionals for the CFA Society Cleveland’s 3rd Annual Wealth Management Conference. The event will feature lunch, four presentations and happy hour to network with colleagues, clients and industry leaders


 

CFA Cleveland Members/CFA Institute Members               Free              
Non-Members/Students/Candidates                                     $79
Tables of 7                                                                           $400

Admittance Fee admits you to the all programming 11:30am – 6:00pm

Want to join CFA CLE?  Apply Here $150 Local Members, $125 Candidates, $100 Students -conference is free if you join the local society​

11:30 to 12:15PM      Buffet Lunch

12:15 to 1:15PM      Howard Marks, Oaktree Capital, 
Mastering the Market Cycle: A Fireside Chat with                     Howard Marks and Joe Boushelle, CFA, Clearstead

1:30 - 2:30PM          Dr. Giovinazzo, Fuller Thaler Asset Management, Applications of Behavioral Finance

2:45 - 3:45PM          Jean Dunn, T. Rowe Price, 
Family Dynamics and Client Loyalty


4:00 - 5:00PM          Steve Weill, Goldman Sach, 
A CEO View of Investment Management

                               
5:00 - 6:00PM         Networking Happy Hour

Higbee's The Silver Grille at Tower City

Valet Parking Provided by CFA CLE at the
Prospect entrance to the Higbee Building
200 West Prospect


Interested in sponoring?  ​CFA Cleveland WM-Conference Sponsorship (003).pdf

Conference Details CFA Cleveland WM-Conference Info v3.jpg

Event Type

Career; Featured

Education Topic

 

Start Time

9/11/2019 11:30 AM

End Time

9/11/2019 6:00 PM

City

Cleveland

State/Province

Ohio

Event Country

USA

Event Region

Americas

Location Info

​Higbee's, The Silver Grille, Tower City
200 West Prospect, Cleveland Ohio 44114

Valet parking will be available on Prospect at the entrance to Higbee's

Speaker

 

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$79

Candidate Price

$79

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

9/11/2019 6:00 PM

Event Link

Register Now

Event Link Leads To New Tab

Yes

Event Short Info

Join leading financial industry professionals for the CFA Society Cleveland’s 3rd Annual Wealth Management Conference. The event will feature lunch, four presentations and happy hour to network with colleagues, clients and industry leaders

Attachments

Content Type: MyCFA Calendar
Created at 5/22/2019 11:23 AM by cfa@cleveland.cfasociety.org
Last modified at 9/9/2019 5:58 AM by cfa@cleveland.cfasociety.org