Lunch N Learn – Risk Management and Insurance 101

Tuesday, September 10, 2013


Daniel M Greene
Robertson Taylor


Mark Spivey
Robertson Taylor

Pat Conley

Victoria France
Robertson Taylor

Chairs: Ryan Buckmaster, CFA and Michael Wu, CFA

A Private Wealth Management Group Event

We all pay insurance premiums for policies that we believe protect our interests fully.  According to Chubb Insurance Group 68% of wealthy individuals are improperly insured.  This event will provide an educational overview on a variety of insurance topics including Personal Insurance, Fine Art insurance, Life insurance, Business Insurance and Health insurance.

Daniel M. Greene began his insurance career in 1987 at Coast Fed Services as a Personal Insurance Producer. In 1989 he joined Marsh Private Client Services as an Account Manager and was responsible for day to day management of insurance programs for wealthy individuals.  Industry designations – ARM CIC, pursuing CRM.

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: Millennium Biltmore Hotel Los Angeles 
                  506 South Grand Avenue
                  Los Angeles, CA 90071-2607

Parking: Hotel Valet Parking: $20.00
                Self-Parking at Pershing Square (located directly across the street on Olive St.):

Central Library Parking: For information on discount parking rates at the library, please click here.  Library validation required.

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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