Events Calendar

Manage PermissionsManage Permissions
|
Export Event

Title

CFA Society Seattle - Private Wealth West Forum

Event Description

In partnership with Markets Group, CFA Society Seattle is proud to sponsor Private Wealth West Forum. The event is an educationally focused wealth management conference designed to bring the professional investor community together for a full day of dialog and discussion on the most relevant topics facing investors today.

 

The program is specifically designed to provide relevant content for the West Coast private wealth management industry including financial advisors, family offices, asset managers, investment consultants, portfolio managers and research analysts. Topics covered will include market outlook, alternative investments, cryptocurrency, ESG and impact investing, asset class overviews and a series of panel discussions with local and global subject matter experts focusing on major topics and challenges facing the wealth manager and investor today.  The event will also offer an opportunity to network with regional and national leaders in the private wealth management community.

 

CFA society members will be offered a deeply discounted registration rate of $120 versus the standard registration of $1,299 and early bird registration of $799 for the full day. The event is expected to sell out, so please register early.  Links to the registration and an agenda overview can be found below.

Latest Agenda
 

(Private Wealth Managers - email Michelle for your complimentary pass!)


Event Type

Society

Education Topic

 

Start Time

7/18/2018 7:30 AM

End Time

7/18/2018 5:30 PM

City

Seattle

State/Province

WA

Event Country

USA

Event Region

Americas

Location Info

​​Sheraton Seattle Hotel 
1400 6th Ave.
Seattle, WA 98101

Speaker

 

CE Credits

No

SER Credit

No

Currency

No

Member Price

120.00

Non-Member Price

999.00 - 1299

Candidate Price

120.00

Registration

For more information and to register click HERE​.

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 4/20/2018 12:54 PM by melanie.lewis@thede-culpepper.com
Last modified at 4/20/2018 12:57 PM by melanie.lewis@thede-culpepper.com