Spring Mixer: RIAs, Family Offices and Wealth Managers — Bonus Speech: The Future of Wealth Management
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Part 5 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-4 of the series to attend this event.
Join family office and multifamily office CIOs, leading RIA officers, and top private client advisors at a networking and idea-sharing event over great food and drinks at the beautiful, iconic Shutters on the Beach as the sun sets over the Pacific Ocean. A very special speaker, Meb Faber, will discuss the future of taxable client asset management. With well over 20,000 followers on Twitter and a rapidly growing and loyal audience for his appearances on Bloomberg and CNBC, Meb is at the very forefront of research and indispensable advice for asset managers.
Meb Faber | Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Join family office and multifamily office CIOs, leading RIA officers, and top private client advisors at a networking and idea-sharing event over great food and drinks at the beautiful, iconic Shutters on the Beach as the sun sets over the Pacific Ocean. A very special speaker, Meb Faber, will discuss the future of taxable client asset management. With well over 20,000 followers on Twitter and a rapidly growing and loyal audience for his appearances on Bloomberg and CNBC, Meb is at the very forefront of research and indispensable advice for asset managers.
Meb Faber | Meb Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs, separate accounts and private investment funds. Mr. Faber has authored numerous white papers and three books: Shareholder Yield, The Ivy Portfolio, and Global Value. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
| Registration Fees $20 (Member) | $30 (Non-Member) Part 5 of 10 in our First Wednesdays: The Wealth Management Excellence Series. This event is a stand-alone event; you do not need to have attended Parts 1-4 of the series to attend this event. |
Parking Information
Shutters on the Beach Valet: $15
Shutters on the Beach Valet: $15
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
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the non-member fee ($30) for the event which is posted on the CFALA website.
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 1 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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