CFA Institute Conference: Wealth Management 2017 | CFA Institute | 7 May 2017 | Nashville Tennessee, United States
Venue
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| Event Date | Sun May 7 EDT - Mon May 8 EDT (over 7 years ago) |
| Location | Nashville Tennessee, United States |
| Region | Americas |
Details
The 2017 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.
Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.
Speakers
Speakers for 2017
Thomas J. Boczar, CFA
CEO at Intelligent Edge Advisors
John L. Bowman, CFA
Managing Director
Joel P. Bruckenstein
Expert on applied technology for financial professionals and publisher of the Technology Tools for Today (T3)
Marguerita M. Cheng
Executive officer at Blue Ocean Global Wealth and Blue Ocean Global Technology.
Stacy Francis
CEO of Francis Financial
James H. Furey, CFA
Managing partner and chief investment strategist at Furey Research Partners
Diane Garnick
Managing director and chief income strategist at TIAA
Sara Hamilton
Founder and CEO of Family Office Exchange (FOX)
Carin Leong Pai, CFA
Executive vice president and director of equity management at Fiduciary Trust Company International
Adrienne M. Penta
Senior vice president and executive director of the Brown Brothers Harriman Center for Women & Wealth (CW&W)
Barbara Roberts
Entrepreneur in residence at Columbia Business School and chair of Tiger 21
Meir Statman
Glenn Klimek Professor of Finance at the Leavey School of Business at Santa Clara University.
James P. Steiner
President of Abbot Downing
Scott Welch
Chief investment officer at Dynasty Financial Partners
Sponsors & Partners
Sponsors for 2017
Boyd Watterson Asset Management
CAIA Association
MFS
RobustWealth
T. Rowe Price Investment Services, Inc.
Touchstone Investments
Tradeweb Direct