Register now for our Annual Luncheon, taking place on November 7, 2024, at the MotorCity SoundBoard in Detroit, MI. This exclusive event promises to be a day of insightful discussions and networking opportunities with two leading experts in their fields.
Agenda:
Agenda:
10:30 AM: Registration Open, Networking, Exhibit Hall
12:00 PM: SoundBoard Doors Open
12:15 PM: Welcome and New Charterholder Award Ceremony
12:30 PM: "Market Insights: Artificial Intelligence" Join Stephanie Aliaga as she explores the revolutionary potential of AI in the financial industry, from enhancing investment strategies to improving risk management.
Speaker: Stephanie Aliaga, Global Market Strategist, J.P. Morgan Asset Management
1:00 PM: "The Soul of Wealth” This presentation will provide CFA Society members with unique insights from Dr. Crosby's latest book, The Soul of Wealth. The session is designed to bridge the gap between the technical aspects of finance and the human side of wealth management, offering attendees actionable strategies to integrate behavioral finance principles into their professional practice.
Speaker: Daniel Crosby, Ph.D, Chief Behavioral Officer, Orion Advisor Solutions
1:45 PM: Audience Question and Answer Session
2:00 PM: Event Concludes
As a special highlight, your registration fee includes a signed copy of Dr. Crosby's newest book, "The Soul of Wealth."