CFA Wealth Management 2019 | CFA Institute | 1 April 2019 | The Westin Resort, 321 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

Venue
The Westin Resort
The Westin Resort, 321 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

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Event Date Mon Apr 1 EDT - Wed Apr 3 EDT (over 5 years ago)
Location The Westin Resort
321 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA
Region Americas
Details

The 2019 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

2019 Speakers

Thomas J. Boczar
Chief Executive Officer, Intelligent Edge Advisors

Jean L.P. Brunel
Managing Principal, Brunel Associates LLC

Adrian J. Cronje
Chief Executive Officer & Chief Investment Officer, Balentine

Daniel Crosby
Chief Behavioral Officer, Brinker Capital

Blair duQuesnay
Investment Adviser, Ritholtz Wealth Management

Margaret E. Franklin
President, BNY Mellon Wealth Management

Robert N. Gordon
President & Founder, Twenty-First Securities Corporation

Tricia Haskins
Vice President, Fidelity Investments

David P. Kelly
Managing Director, J.P. Morgan Asset Management

Julie Littlechild
Founder, Absolute Engagement

Tom McCullough
Chairman & Chief Executive Officer, Northwood Family Office

Rebecca A. Meyer
Consultant, Relative Solutions

Brian Portnoy
Head of Education, Magnetar Capital

Isaac Presley
President & Director of Investments, Cordant Wealth Partners

Nikolee Turner
Managing Director, Charles Schwab & Co.

Greg Valliere
Policy Strategist, AGF

Karl Zinsmeister
Vice President, Philanthropy Roundtable

Sponsors & Partners

2019 Sponsors & Exhibitors

NETWORKING LUNCH SPONSOR:
• First Trust

EXHIBITORS:
• First Trust
• Charles River Development
• CAIA Association
• Mercer Capital
• OppenheimerFunds
• Parametric
• Voya Investment Management
• White Glove Workshops
• YCharts