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CFA Society Nebraska > Events Calendar > Frank Dohn, Wilmington Trust Investment Management  

Events Calendar: Frank Dohn, Wilmington Trust Investment Management

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Title

Frank Dohn, Wilmington Trust Investment Management 

Venue

Speaker

Frank Dohn — Wilmington Trust Investment Management

Mr. Dohn is a managing director at Wilmington Trust Investment Management and the senior investment officer for its California division. He oversees many of the senior flagship accounts for high-net-worth individuals, trusts, and charitable foundations. He is responsible for developing and implementing asset allocation programs for his clients
based on their unique parameters for risk and return. Over the years, Mr. Dohn has been the senior portfolio manager for several California-based Forbes 400 families. He is a past member of the Board of Governors of CFA Institute and a past president of the CFA Society of Los Angeles. Mr. Dohn also developed and oversaw the USC/LASFA CFA Review Program for many years. In 2004, he received the Alfred C. Morley Distinguished Service Award from CFA Institute for his many years of service.

Event Description

Topic: "Asset Allocation for the Private Investor”

The estate planning seminar and the luncheon qualify as one credit hour each towards your Professional Development Diary and will automatically be reported to CFA Institute for those in attendance.

Reservations

Reservations must be received no later than Noon, Friday, February 29. You are welcome to attend either the estate planning seminar or the lunch or both, so please indicate your intentions clearly when making reservations. For phone messages, Lincoln members may call 434-6448, Omaha and out-state members may call 1-888-479-7368. For email, send message to direx@inebraska.com with the number of reservations, name(s), company name(s), and meal choice (beef, chicken, or fish). Reservations and cancellations will not be accepted after the cut off time. Any reservation not canceled is expected to be honored.

All Day Event

 

Recurrence

 

Workspace

End Time

 

Start Date

3/4/2008 12:30 PM 

CE Credits

 

Registration

 

Date

3/4/2008 

Presentations

 
Attachments
Content Type: Custom Calendar
Created at 2/15/2011 2:21 PM  by bryan.crenshaw 
Last modified at 2/15/2011 2:21 PM  by bryan.crenshaw 


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