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 Event Details

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.
  • Keynote speakers are Greg Valliere, Chief U.S. Policy Strategist at 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 Institute CE credits


Filling Your Toolbox: Preparing Your Firm for What’s Next
​8:30 - 9:00 amRegistration and Networking
9:00 – 9:15 am​Opening Remarks by the President of the CFA Society Orange County
9:15 – 10:00 am GIPS 2020 and Performance Advertising Update

Amy Jones, CIPM, Guardian Performance Solutions – GIPS Compliance

10:00 - 10:45 amFintech and the Impact on the Wealth Management Industry

Justin Webster, Director of Advanced Technology – TD Ameritrade

10:45 – 11:45 am Portfolio Trends and Construction

Patrick Nolan, CFA, BlackRock Portfolio Solutions

11:45 – 12:15 pm Networking Lunch
12:15 – 1:15 pm Lunch Keynote Speaker:

Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm

1:15 – 2:15 pm Practice Management

JD Bruce, President, Abacus Wealth Advisors – Lead with your Values

2:15 –3:15 pm Women and Wealth Panel

Joy Avedesian, CLTC – Capstone Partners

Kahne Krause – Dimensional Fund Advisors

Rhonda Ducote, AIF – Apriem Advisors

Evelyn Zohlen, CFP – Inspired Financial

3:15 – 3:30 pm Networking Break
3:30 – 4:30 pm MIT Age Labs – The Longevity Conundrum and 4 Phases of Retirement

Julie Genjac – Hartford Funds

4:30 – 5:30 pm Afternoon Keynote Speaker: The New Networking: 8 Strategies for Building Real


Sameer Somal, CFA, CFP, CAIA – Blue Ocean Global Technology

5:30 – 5:45 pm Closing Remarks
5:45 – 7:00 pm Cocktail Reception


 Event Information

Date: Wednesday, April 24

Time: 8:30 a.m. - 7:00 p.m.

Location: The Pacific Club

4110 MacArthur Boulevard, Newport Beach, CA 92660

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  • $99 - Prior to March 15th
  • $175 - After March 15th


  • $199 - Prior to March 15th
  • $275 - After March 15th


  • $75 - Prior to March 15th
  • $99​ - After March 15th


CFA Society Orange County would like to thank our event sponsors!







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