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Title

The Reality of Trumping the Market

Event Description

Ron Florance is a private investment consultant and financial educator with over 30 years of experience in the investment field. Ron founded RMF Consulting, LLC and is the Senior Strategic Advisor and member of the Board of Advisors for Robertson Stephens. He retired as Deputy Chief Investment Officer at Wells Fargo Private Bank in 2014, where he was responsible for developing key investment strategy guidance for high-net-worth individuals, families and philanthropic entities. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors, and The Private Bank at Bank of America. Ronês expertise includes Global Asset Allocation, Equity Research, Fixed Income Research and portfolio design and management. He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. Ron is a frequent speaker at industry conferences, a TED speaker, and is quoted nationally and internationally both in print and broadcast media. Ron meets with individuals, foundations, and endowments to evaluate investment needs and strategies​

Event Type

Society; Career; Educational

Education Topic

Economics; Equity Investments; Fixed Income; Portfolio Management

Start Time

2/3/2016 12:00 PM

End Time

2/3/2016 1:00 PM

City

San Antonio

State/Province

Texas

Event Country

USA

Event Region

Americas

Location Info

Silo Elevated Cuisine ​

1133 Austin Hwy

San Ant

Speaker

Ron Florance, CFA

CE Credits

1

SER Credit

1

Currency

USD

Member Price

No Charge

Non-Member Price

$30.00

Candidate Price

$30.00

Registration

All Day Event

 

Recurrence

 

Logo

 

Presentation

Attachments

Florance San Antonio CFA Feb 2016.pdf    
Content Type: MyCFA Calendar
Created at 1/6/2016 9:37 AM by mnance@stmmltd.com
Last modified at 2/12/2016 7:33 AM by mnance@stmmltd.com