9th Annual High Net Worth and Family Wealth Conference 2017 | CFA Institute | 30 November 2017 | Convene Cira Centre, 2929 Arch St #200, Philadelphia, PA 19104, US
Venue
Convene Cira Centre
Convene Cira Centre, 2929 Arch St #200, Philadelphia, PA 19104, US
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| Event Date | Thu Nov 30 EST (about 7 years ago) |
| Location |
Convene Cira Centre
2929 Arch St #200, Philadelphia, PA 19104, US |
| Region | Americas |
Details
The CFA Society of Philadelphia (CFAP), along with FPA Philly, will host its yearly 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 planners, asset managers and a host of experts in behavioral finance disciplines.
The conference will address many of the pressing issues facing wealth investors, including:
•How Advisors Add Alpha;
•Impact of Washington Policy on the Markets;
•The Industry's Need for more Women Advisors
•Non-Bond Income Opportunities
Speakers
2017 Speakers:
Dr. Jim Grubman
Cambridge Advisors to Family Enterprise
Jim Ware
CFA, Focus Consulting Group
Sponsors & Partners
2017 Sponsors:
GOLD:
• Parametric
SILVER:
• Wilmington Trust
• BlackRock
BRONZE:
• Deutsche Asset Management