CFA Society Orlando members have access to a special opportunity to attend Markets Group’s Private Wealth US Fall Retreat, taking place October 7–9 at the Four Seasons Resort Orlando. The retreat brings together investment practitioners from across the country for three days of high-level discussion, insights, and networking.
The Private Wealth US Fall Retreat will bring together approximately 250 senior investment professionals, including CIOs, investment committee members, portfolio managers, and wealth management executives from leading RIAs, family offices, private banks, and multi-family offices.
In addition to attracting firms from across the United States, the event has become a strong gathering point for investment professionals throughout Florida, creating valuable opportunities to exchange ideas with both local peers and out-of-market allocators.
As a member of CFA Society Orlando, you are invited to request a complimentary guest pass if you are a financial advisor or investment allocator from an RIA, family office or wealth management firm. To request your complimentary invitation and/or view the event agenda, please contact [email protected].