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Annual Private Wealth Management Conference

Event Description

On December 2, 2021 CFA Society Philadelphia will host its annual 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, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors. 

This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:

  • Marketing Trends;
  • RIA Mergers and Sales;
  • Portfolio Construction Techniques;
  • Technology and Changing Business Models;
  • Trusts and Estate Planning.

Click here to view the conference agenda.

We are pleased to announce our Keynote Speaker for the conference. Michael Mauboussin is Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 2020 and has 33 years of investment experience. Prior to joining the firm, he was director of research at BlueMountain Capital Management. Previously, he was head of global financial strategies at Credit Suisse and chief investment strategist at Legg Mason Capital Management.

Michael is also a best selling author. His new release is "Expectations Investing: Reading Stock Prices for Better Returns". Click here to view more information on Michael's book.

The event will be held at Convene CityView from 8:30 AM to 5:00 PM. Breakfast, lunch and refreshments will be served. A cocktail reception will be held immediately following the conference.

The format of the event will be hybrid. Registrants will have the choice of attending the event in-person, or virtually via webinar. You will be prompted to select the in-person or virtual attendance option when you register.

Please note that, due to COVID-19, Convene requires proof of vaccination to enter their facility.

A number of corporate sponsorship are available. Click here to view the conference sponsor sheet.



Michael Maoboussin

Event Type

Society; Educational; Featured

Education Topic

Private Wealth Management

Start Time

12/2/2021 8:30 AM

End Time

12/2/2021 5:00 PM

Event City


Event State/Province


Location Info

​Convene CityView

30 S 17th Street

17th and Market Streets

Philadelphia, PA

and Virtual!

CE Credits


Member Price


Non-Member Price


Candidate Price



All Day Event




Person or Group


Event Link

Click here to register.

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Event Short Info

Annual Private Wealth Management Conference


Content Type: MyCFA Calendar
Created at 10/12/2021 11:59 AM by
Last modified at 11/18/2021 3:55 PM by