Education Luncheon & Panel Discussion: Private Wealth Management Practice – Recognizing Enterprise V

“Private Wealth Management Practice – Recognizing Enterprise Value”

Private Wealth Practices are traditionally valued on AUM and fees collected.  Learn how client demographics as well as the products and strategies employed impact Enterprise Value.
Wednesday, October 30, 2024, Capital Grille, Hartford, 12:00 to 1:30 PM.

Join us for lunch as our panel of experts discuss the key factors that determine the enterprise value of a Private Wealth Practice.

Raymond H. Bovich, CFA, Partner | Wealth Manager, Wooster Square Advisors, LLC. Panel Moderator. View Bio

Francis “Frank” McGrail, Registered Corporate Coach, Strategic Partner at Team Performance Group has over thirty years of experience leading and growing successful wealth management organizations. Frank’s topic, “Preparing your Practice for Transition,” considers transition to retirement, transfer or the sale or purchase of a business. View Bio

Kevin J. Lane, Managing Partner, M&K BIZ Consulting, LLC, brings thirty years of experience in matching Private Wealth Managers to new firms and partnerships. Kevin’s topic, “Evaluating a New Platform or Partnership,” offers a framework for evaluating platforms and partnerships for advisors as they consider repositioning their practice. View Bio

David Wood, Founder, Gateway Financial Partners. David will share his thirty years of experience in practice management to discuss, “How to Execute the Sale, Purchase or Transfer of a Practice.” View Bio

COST | Includes Lunch (Salad, Entrée, and Dessert)

Members & a Guest | Candidates & Students
Current CFA Society Hartford members and their guest attend for $25.00.

Non-Members $40.00

Lunch Options:
Filet Mignon 8 oz, OR
Seared Salmon with Mediterranean Couscous, Asparagus and Heirloom Tomatoes, OR
Roasted Chicken Breast with Mushrooms and Parmesan Risotto, OR
Vegan/Dairy-Free/Vegetarian Option

CE CREDITS
1.5 CE Credit awarded for CFA Society Hartford members.