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 Wealth Management Symposium 2019 Highlights

 Event Summary

The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.  The event held April 24, 2019 featured:
  • 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

 Event Photo Gallery

 Thank You to Our Sponsors


 Event Information

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"

TD Ameritrade

Presented by Justin Webster​

"Leading with Values"

Abacus Wealth Partners

Presented by J.D. Bruce

"MIT Age Labs - 8,000 Days of Retirement"

Hartford Funds

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