Part 4 of 6 in our First Wednesdays: The Wealth Management Excellence Series. | CFA Society Los Angeles | 2 August 2017 | Dimensional Forum 1299 Ocean Ave Santa Monica, CA 90401

First Wednesdays: The Wealth Management Excellence Series is designed for thought-leaders in the advisory community who want to bend the curve, not just stay ahead of it. The intent of the program is to learn about and analyze cutting-edge strategies to generate market-leading client results and share the next level of evolution in practice management. Attendees will include C-suite executives of family offices and RIAs, leading financial advisors, investment managers, business managers, and other top private wealth industry professionals.

This 6-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting every other month on the first Wednesday from February through December, this highly successful program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions or for the entire series. Don’t miss out!

Savina Rizova,
Vice President, Dimensional Fund Advisors

David Plecha,
Global Head of Fixed Income and Vice President, Dimensional Fund Advisors

BLACKROCK
BROADSTONE
Dimensional
FlexShares
Parametric
Global Asset Management
Rivernote
Stonecrest
T.RowePrice
WISDOMTREE