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Title

2019 Inaugural Wealth Management Symposium

Event Description

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The CFAOC Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The Symposium is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.

Keynote speakers are Greg Valliere, Chief U.S. Policy Specialist, AGF, the Canadian investment firm, who will be discussing the current global investment environment, and Sameer Somal, Co-Founder of Blue Ocean Global Technology who will be sharing 8 strategies for building real relationships.

  • Hear from leading industry experts from BlackRock, Hartford Funds, Abacus and TDAmeritrade about performance reporting and advertising requirements, FinTech and its impact on wealth management, portfolio construction trends, developing a winning culture, and how longevity is impacting retirement management strategies
  • Learn about how women are impacting the wealth management industry, gain key insights into how to bring more women into your practice and hear about the unique challenges of female clients
  • Take advantage of high-level networking opportunities and receive CFA CE credits
Greg Valiere_Cropped.jpg   S Somal 1.89H.jpg
           Greg Valliere                   Sameer Somal, CFA,
           Chief U.S.                          ​     CFP, CAIA
           Policy Strategist                 ​​Co-founder, Chief
           AGF, the Canadian             Financial Officer,
           investment firm                  ​Blue Ocean Global
                                                     Technology
​Silver:​
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Table:
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Wifi:
Legg Mason Global Asset Management​


Event Type

Educational

Education Topic

Economics; Equity Investments; Performance Measurement and Evaluation; Portfolio Management; Private Wealth Management

Start Time

4/24/2019 8:30 AM

End Time

4/24/2019 7:00 PM

City

Newport Beach

State/Province

CA

Event Country

United States

Event Region

Americas

Location Info

​The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 9260

Speaker

Multiple  --  See Agenda

CE Credits

8.0

SER Credit

0

Currency

US $

Member Price

$175

Non-Member Price

$275

Candidate Price

$99

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/2/2019 2:51 PM by admin@cfaoc.org
Last modified at 4/9/2019 6:35 AM by admin@cfaoc.org