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Special Event:  Annual High Net Worth Conference - Agenda Now Available

Event Description

Thursday, December 5, 2013

8:00 AM - 5:00 PM


Hub at Cira Center

(adjacent to 30th Street Station)

2929 Arch Street

Philadelphia, PA  19102 


The CFA Society of Philadelphia (CFAP) will host its yearly program focused on private wealth and high net worth investors.  This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate planners, and asset managers and a host of experts in behavioral finance disciplines.  The conference will address many of the pressing issues facing wealth investors.
Click here to view the conference agenda.


The conference includes breakfast, lunch, morning/ afternoon coffee breaks, and a networking cocktail reception.


Featuring speakers and panelists from BNY Mellon, Credit-Suisse, Family FirmInstitute, Glenmede, JP Morgan, Mill Creek, Northern Trust, Pitcairn, PNC, SEI, Vanguard, Wilmington Trust and many more.
Registration Fee:
CFA Members:  $110.00
Non-Members:   $175.00

Thank you to our conference sponsors:



















Event Type

Society; Educational

Education Topic

Behavioral Finance; Portfolio Management; Private Wealth Management

Start Time

12/5/2013 8:00 AM

End Time

12/5/2013 5:00 PM

Event City


Event State/Province


Location Info

Hub at Cira Center
(Adjacent to 30th Street Station)
2929 Arch Street
Philadlephia, PA

CE Credits


Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 10/21/2013 4:26 PM by
Last modified at 12/3/2013 3:25 PM by