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Title

CFA Society Switzerland: Generations Conference 2018

Event Description

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Generations Conference 2018

​An Independent Forum for Family Offices

Attend this inaugural CFA Society Switzerland conference dedicated to the real issues and unique challenges facing family businesses, Family Offices and Family Foundations in Switzerland.

Learn leading practices and how to plan or set up a Family Office, prepare to sell a business, develop a successful multi-generational wealth management structure.

Discuss challenges and trends.

Connect with like-minded thought leaders and peers in the industry.

Areas of focus include family governance, Family Office management, investing and technology.


 

Visit the Generations Conference 2018 website​.

 

Or download the Generations Conference 2018 brochure.  Generations-Conference-2018_2017-11-22.pdf

The event language is English.

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Pricing

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Through the CFA Institute Societies Passport Program, members of CFA Society Netherlands receive the local Swiss society member rate!

CHF 460 when registering before 31 December 2018
​• CHF 650 from 1 January 2018

Non-members pay:
• Early Bird Special: CHF 740 (up to 31 December 2017)
• Full price: CHF 925 (from 1 January 2018)


 CFA Institute_CE Qualified Activity

CE Qualified Activity – five CE credit hours
As a participant in the CFA Institute Approved-Provider Program, CFA Switzerland has determined that this event qualifies for five CE credit hours. If you are a CFA Institute member, credit for your participation in this event will be automatically recorded in your CE tracking tool.​

Event Type

Educational

Education Topic

Private Wealth Management

Start Time

5-3-2018 07:30

End Time

5-3-2018 17:30

City

Ruschlikon

State/Province

 

Event Country

Switzerland

Event Region

EMEA

Location Info

Swiss Re Institute​
Centre for Global Dialogue
Gheistrasse 37
CH-8803 Rüschlikon
Switzerland​

Speaker

Multiple; see agenda

CE Credits

5

SER Credit

0

Currency

CHF

Member Price

460 (early bird)

Non-Member Price

740

Candidate Price

740

Registration

Please register on the Conference website.

Members of CFA Society Netherlands receive a reduced price of CHF 460 through the CFA Insitute Societies Passport Program.  Register before 31 December 2017 to recieve this discount price

Presentations

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All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 30-11-2017 04:52 by terri.thompson@cfanetherlands.nl
Last modified at 30-11-2017 14:59 by terri.thompson@cfanetherlands.nl