Annual Private Wealth Management Conference

When:  Dec 7, 2023 from 08:30 AM to 05:00 PM (ET)
Associated with  CFA Society Philadelphia

Click here to view the conference agenda.

On December 7, 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:

  • CIO Panel;
  • Investing Best Practices;
  • Alternative Investment Strategies;
  • Wealth and Estate Planning Techniques.

A full agenda with topics and speakers will be available soon.

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.


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

Click here to register.


Convene CityView
30 S 17th Street
Philadelphia, PA 19103