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Special Event: 11th Annual High Net Worth and Family Wealth Conference

Event Description

Tuesday, December 3
8:00 AM - 4:00 PM

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

CFAP will host its yearly program focused on private wealth and high net worth investors.  This day-long conference features 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.
 
This year we'll examine the changing world of advice and ask what the wealth advisory business will look like in three to five years.     

The conference will address many of the pressing issues facing wealth investors and managers, including:
  • Challenges of establishing appropriate spending rates for individuals 
  • Developments in the VC/private equity marketplace
  • CIO Panel
  • Technology, regulation, and compliance: insourcing vs. outsourcing
  •  Legislative developments from Washington
We are pleased to announce that Margaret  Franklin, CFA will be the conference keynote speaker.  Marg is the recently appointed CEO of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials.  Prior to her role at CFA Institute, Marg was a trailblazer in the private wealth industry, having held leadership roles at BNY Mellon, State Street and Barclays.
 
Click here for the initial draft of the conference agenda.  The final version will be available soon.
 
The conference includes breakfast, lunch,and morning/ afternoon coffee breaks.  
 
There are a number of conference sponsorship opportunities available.  Click here to view the conference sponsor sheet.
 
Registration:  
 
CFAP Members:  $110.00
Non-Members:  $220.00
 
CFA'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 2019 High Net Worth and Family Wealth Conference:

SILVER:
 
                      
 
    
NEW BRONZE SPONSOR!
 
 



Speaker

 

Event Type

Society; Featured

Education Topic

 

Start Time

12/3/2019 8:00 AM

End Time

12/3/2019 4:00 PM

Event City

Philadelphia

Event State/Province

PA

Location Info

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


CE Credits

N/A

Member Price

$110.00

Non-Member Price

$220.00

Candidate Price

N/A

Registration

CFAP Members:  $110.00
Non-Members:  $220.00
 
CFA's from outside Philadelphia are invited to register at the Member rate!
 
Click here to register for the conference.


All Day Event

 

Recurrence

 

Person or Group

 

Event Link

11th Annual High Net Worth and Family Wealth Conference

Event Link Leads To New Tab

Yes

Event Short Info

CFAP will host its yearly program focused on private wealth and high net worth investors. This day-long conference features 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.

Attachments

Content Type: MyCFA Calendar
Created at 10/15/2019 9:43 AM by lkong@cfaphil.org
Last modified at 11/12/2019 8:56 AM by lkong@cfaphil.org