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Special Event:  10th Annual High Net Worth and Family Wealth Conference

Event Description

Produced in Conjunction with:
CFAP, along with FPA Philly, will host its yearly program focused on private wealth and high net worth investors.  This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, family office staff, trust and estate planners, asset managers and a host of experts in behavioral finance disciplines.   

The conference will address many of the pressing issues facing wealth investors, including:
  • Private Banking and Wealth Management
  • Women and Wealth Management
  • CIO Panel
  • Impact Investing and ESG
  • The Emergence of FinTech
  • New Learnings from Behavioral Finance
We are pleased to announce the confirmed Keynote Speakers for the conference:

Annie Duke, professional poker player and author of "Thinking in Bets: Making Smarter Decisions When You Don't Have All the Facts"

Andre Perold, Co-Founder, Managing Partner, and Chief Investment Officer of HighVista Strategies

Click here to view the program agenda, including topics and speakers.

Many of the sessions will be eligible for CFP Continuing Education (CE) credits. 

There are a number of conference sponsorship opportunities available.  E-mail for more information.

The conference includes breakfast, lunch, morning/ afternoon coffee breaks, and a post-conference networking reception with refreshments and lite bites..


CFAP and FPA Philly Members:  $110.00
Non-Members:  $220.00

CFA's and CFP's from outside Philadelphia are invited to register at the Member rate!

Click here to register for the conference.

Thank you to the Sponsors of the 2018 High Net Worth and Family Wealth Conference:








Event Type

Society; Social

Education Topic


Start Time

12/6/2018 8:30 AM

End Time

12/6/2018 5:00 PM

Event City


Event State/Province


Location Info

Convene Cira Center
2929 Arch Street
Philadelphia, PA
(adjacent to 30th Street Station)

CE Credits


Member Price


Non-Member Price


Candidate Price



Click here to register for the conference.

All Day Event




Person or Group



Content Type: MyCFA Calendar
Created at 10/8/2018 1:52 PM by
Last modified at 11/26/2018 6:47 PM by