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 Valliere Sameer Somal, CFA,
Chief U.S. CFP, CAIA
Policy Strategist Co-founder, Chief
AGF, the Canadian Financial Officer,
investment firm Blue Ocean Global