First Wednesdays: The Wealth Management Excellence Series
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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 10-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting on the first Wednesday of each month from February through November, this first-of-its-kind program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions (click on the session title below) or for the entire series. Don’t miss out!
Event Schedule
All events will be held from 4pm - 7pm
February 3
CIO Discussion: Economic Outlook and Market(s) Forecast (Click for individual event)
March 2
The Next Five Years: Asset Allocation and Portfolio Positioning
April 6
Active Equities vs. Passive vs. Smart Beta in a Taxable Environment
May 4
Incorporating Institutional Best Practices in a Wealth Management Practice
June 1
Spring Mixer: RIAs, Family Offices and Wealth Managers — Bonus Speech: The Future of Wealth Management
July 6
Hedge Funds and Liquid Alternatives: Are Hedge Funds poised to Outperform, and is 50/30/20 the new 60/40
August 3
Advanced Estate Planning as Part of Wealth Management Practices
September 7
Robo Advisors and the Future of the Wealth Management Business & ”So You Want to Start an RIA?”
October 10
Clarifying Longevity Math: The Past, Present and Future of Annuities
November 2
ESG Investing and Philanthropy: Meeting Client Social Goals While Optimizing Investments
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Series Registration Fees Individual Session Registration Fees* |
Payment Information
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
We accept the following:
If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
Mail check to:
CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Enrollee cancellations must be made in writing and received at least 5 business days before the first event. All cancellations will incur a $30.00 processing fee. If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged.
Enrollee cancellations must be made in writing and received at least 5 business days before the first event. All cancellations will incur a $30.00 processing fee. If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged.
Chair:
Thomas Mahoney, CFA, CAIA
Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 20 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
Sponsored By:
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