Building Thriving Wealth Management Businesses in the Era of the Great Reinvention

Friday, February 8th, 2013

Arun Abey B.Ec., B. A. (Hons), FFin
Chairman ipac Securities, Strategy Consultant, Director of The Smith Family

Chairs: Michael Wu, CFA and Ryan Buckmaster, CFA

This event is sponsored by the Private Wealth Management

Is it still possible to build a great wealth management business in this new economic era? Can behavioural research, systematically applied, play an important role in this? Join us for lunch with Arun Abey as he explains how the latest research can help our clients, and our businesses, invest and thrive in a world reinventing itself after the Global Finance Crisis.

Arun Abey is an academic, author, philanthropist and entrepreneur, who has built some of the most valuable private wealth advisory and management businesses in the world. He co-founded the ipac group in Australia which was sold in 2002 to the global AXA group for $250 million. In 2010, notwithstanding the Global Financial Crisis, ipac was sold by AXA for about $1 billion. He has also been involved in helping to build similar businesses worth hundreds of millions of dollars in places as diverse as Asia, Europe, South Africa and New Zealand. He has consulted to private wealth management businesses around the USA and been a guest lecturer at various universities including UCLA.

Arun continues to build major wealth management businesses that today combine soft skills, drawing extensively from the latest behavioural psychology and finance research and hard analysis, to understand the realities of this new era.

His latest book, How Much is Enough  has been described by UCLA professor Shlomo Benartzi as a book: "That combines economics, behavioural finance and psychology in a way that will challenge how you lead your life".  Financial planning guru Harold Evensky in his foreword to the book said: ““Powerful and thought provoking . . . will increase your life balance and bank balance.”

What connects Arun's various interests is his passion for helping people lead financially and emotionally fulfilled lives.

Join Arun Abey over lunch to hear how help your clients and your business thrive in the Era of the Great Reinvention

Speaker Bio:

Arun Abey has had a diverse career as an academic, an entrepreneur, personal financial planner and a strategy adviser to some of the world’s largest firms.  He is involved in a number of philanthropic activities and is the author of various international best sellers. What connects these diverse activities together is Arun’s passion for ideas that help people thrive: to enjoy happier, more meaningful and financially secure lives. This led him to co-found in 1983 the lifestyle financial planning firm ipac, of which Arun is Chairman. Arun became General Manager of Strategy for AXA Asia Pacific following its acquisition of ipac in 2002. Following the break-up of AXA Asia Pacific in 2011, Arun begun consulting on strategy to the AMP and other firms internationally.

The main focus of his consulting is helping firms to move to new wealth management business models, drawing systematically on insights from behavioural research, taking into account the changed economic environment and latest communication technologies.

Arun’s latest book, How Much is Enough? draws on the latest behavioural research to explore the relationship between money and happiness. It has been published in various countries and languages and journalist Scott Pape has said: “Buy a copy of this book. If it doesn’t make a measurable change to your thinking, I’ll give you a refund…and I don’t even say that about my own book!”

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.

Registration Links
CFALA Members: $20.00(place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID with current year shown - required at the event)
Non-members: $50.00 (place cursor on amount for link)

Time: 12:00 pm - 1:30 pm, Lunch

Location: Shutters on the Beach
                  One Pico Blvd. 
                  Santa Monica, CA 90405
                  Valet Event Parking $14

Dress Code: Business Casual

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. 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 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


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