A Member of the CFA Institute Global Network of Societies
Keynote speakers Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm, who discussed the current global investment environment, and Sameer Somal, Co-Founder of Blue Ocean Global Technology who shared 8 strategies for building real relationships
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
A Women-in-Finance panel focused on how women are impacting the wealth management industry and key insights into how to bring more women into your practice and hear about the unique challenges of female clients.
High-level networking opportunities and CFA Institute CE credits
Date: Wednesday, April 24, 2019
Time: 8:30 a.m. - 7:00 p.m.
Location: The Pacific Club
4110 MacArthur Boulevard, Newport Beach, CA 92660
"Advanced Technology: What's Next in Fintech"
Presented by Justin Webster
"Leading with Values"
Abacus Wealth Partners
Presented by J.D. Bruce
"MIT Age Labs - 8,000 Days of Retirement"
Presented by Julie Genjac
"The New Networking: 8 Strategies for Building Real Relationships"
Blue Ocean Global Technology
Presented by Sameer Somal
"Wealth Managers Applying the GIPS Standards"
Guardian Performance Solutions
Presented by Amy Jones
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