On December 5, 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 today.
This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:
- Growth Strategies for Wealth Management Firms
- Investing Best Practices;
- Portfolio Implementation Strategies
- Wealth and Estate Planning Techniques
- CIO Panel
We are pleased to announce the conference keynote speaker is Brian Portnoy, CFA, PhD. Brian is the founder of Shaping Wealth, a learning technology company focused on promoting financial wellbeing. Shaping Wealth delivers applied behavioral finance to financial advisors, corporations, and educational institutions to positively impact the lives of their clients and constituents. His three investment books won him acclaim as an expert in simplifying the complex world of money. His books include The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice; The Geometry of Wealth: How to Shape a Life of Money and Meaning; and How I Invest My Money: Finance Experts Reveal How They Save, Spend, and Invest, which is co-edited with Joshua Brown.
Previously, he was Vice President and Director of Investment Education at Virtus Investment Partners and Head of Education for Magnetar Capital, where he directed thought leadership and served on the steering committee for financial literacy initiatives. He spent the previous 25 years as an educator, investor, and strategist.
Brian holds a doctorate from the University of Chicago and an undergraduate degree from the University of Michigan. He is a CFAⓇ Charterholder.
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 conference agenda will be available soon.
A number of corporate sponsorships are available. Click here to view the sponsor levels and benefits.
Registration:
CFA Society Members (all Societies): $150.00
Non-Members: $250
Click here to register