Santa Barbara Luncheon Series - Goals Based Investing: What are investors really looking for?
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MAR
15
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A Santa Barbara Group Sponsored Event
An assortment of sandwiches, salads, and drinks will be provided.
Many investment firms talk about goals based investing. But are any really doing it? This discussion will dive into the realities of goals based investing from an investors perspective. We will identify types of tangible investment goals, discuss specifics allocations to address these goals, and develop a holistic portfolio. By reviewing the academic history of asset management, we will understand why we use our jargon. This provides us the foundation to modify our approach to address investors goals, as opposed to academic theory targets. This discussion will be interactive with specific investment recommendations, and provide opportunity for individual customization to allow for firm specific perspectives.
Ron Florance, CFA | Ron Florance is a private investment consultant and financial educator with over 30 years of experience in the investment field. Ron founded RMF Consulting, LLC after retiring from Wells Fargo Wealth Management in 2014. At Wells Fargo, Ron was the Deputy Chief Investment Officer responsible for developing and executing investment strategy guidance for high-net-worth individuals, families and philanthropic entities. Ron’s expertise includes Global Asset Allocation, Equity Research, Fixed Income Research, Manager Due Diligence and portfolio design and management. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors, and The Private Bank at Bank of America.
Ron earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. Ron is a frequent speaker at industry conferences, a TED speaker, and is quoted nationally and internationally both in print and broadcast media. Ron focuses on fiduciary investment responsibilities and is a member of the Advisory Board of Robertson Stephens. Ron meets with individuals, foundations, and endowments to evaluate investment needs and strategies. Back To Top ^^
An assortment of sandwiches, salads, and drinks will be provided.
Many investment firms talk about goals based investing. But are any really doing it? This discussion will dive into the realities of goals based investing from an investors perspective. We will identify types of tangible investment goals, discuss specifics allocations to address these goals, and develop a holistic portfolio. By reviewing the academic history of asset management, we will understand why we use our jargon. This provides us the foundation to modify our approach to address investors goals, as opposed to academic theory targets. This discussion will be interactive with specific investment recommendations, and provide opportunity for individual customization to allow for firm specific perspectives.
Ron Florance, CFA | Ron Florance is a private investment consultant and financial educator with over 30 years of experience in the investment field. Ron founded RMF Consulting, LLC after retiring from Wells Fargo Wealth Management in 2014. At Wells Fargo, Ron was the Deputy Chief Investment Officer responsible for developing and executing investment strategy guidance for high-net-worth individuals, families and philanthropic entities. Ron’s expertise includes Global Asset Allocation, Equity Research, Fixed Income Research, Manager Due Diligence and portfolio design and management. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors, and The Private Bank at Bank of America.Ron earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University and was awarded a Chartered Financial Analyst designation in 1995. Ron is a frequent speaker at industry conferences, a TED speaker, and is quoted nationally and internationally both in print and broadcast media. Ron focuses on fiduciary investment responsibilities and is a member of the Advisory Board of Robertson Stephens. Ron meets with individuals, foundations, and endowments to evaluate investment needs and strategies. Back To Top ^^
| Registration Fees $5 (Members) | $20 (Non-Members) |
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 to receive a refund. 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 difference between the member fee and the non-member fee 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 to receive a refund. 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 difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chairs:
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
Falko Hörnicke, CFA®, CFP® & George Tharakan, CFA
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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. |
