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Please check out the three archived presentations from the Wealth Management Conference using the link below:

  • New Regime (US) Tax Strategies for High-Net-Worth Investors by Robert N. Gordon
  • The Behavioral Investor by Daniel Crosby
  • Capital Markets Review and Update by David P. Kelly, CFA

If you need additional materials, please contact the CFA Institute at



Events open for registration​

​May 1, 2019 - ​SEC Regulatory Update

Mark Your Calendar! ​Events listed are tentative and will open for registration once details are finalized.
June 12, 2019 - Annual meeting and equity panel​​​​​​​​​

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