04-24-2014 Goals Based Wealth Management in Practice - a New Paradigm
Thursday, April 24th, 2014 - *Lunch begins at 12:30pm, presentation from 1:00pm to 2:00pm
Jean L.P. Brunel, CFA
Managing Principal, Brunel Associates LLC, Wealth Education and Analysis
Chair: Thomas Mahoney, CFA, CAIA
An Alternative Investments Group Sponsored Event
Mr. Brunel will discuss of some of the key issues that families typically face when dealing with wealth planning, will introduce a framework that allows advisors to consider financial, estate, and investment planning needs, and will show the practical considerations associated with the process. Wealth management processes have not always been responsive to individual clients' priorities and modes of thinking. A model is presented that uses goals-based wealth management concepts to generate module-built portfolios, each of which is driven by a client's expressed goals. This model allows for a high degree of flexibility and responsiveness to client needs with a practical level of standardization. Families will most likely view the process as successful once they have discovered and identified their goals, quantified the capital required to meet each goal, and created complimentary sub-portfolios that meet each goal in a comfortable manner.
Jean Brunel is the managing principal of Brunel Associates, a firm founded in 2001 and offering wealth education and analysis. Prior to founding Brunel Associates, Jean spent the bulk of his career with J.P. Morgan, becoming the Chief Investment Officer of JP Morgan's global private bank and a Director and Member of the Executive Committee of J.P. Morgan Investment Management, Inc. in 1990. He has been the editor of the “Journal of Wealth Management” since its founding in 1998, and the author of the book “Integrated Wealth Management: The New Direction for Portfolio Managers,” as well as many peer-reviewed articles. During his more than 35 year career, Jean has been based in the U.S., Japan, Hong Kong, Singapore and Australia, and served clients around the world. His three most notable areas of focus have been tax-aware investing, goals-based wealth management and the role of alternative assets in balanced portfolios. In 2011, Jean received the prestigious C. Stewart Sheppard Award from the CFA Institute; this award is presented annually to an individual CFA charter holder in recognition of outstanding contributions in fostering the education of professional investors and the development of programs and publications to encourage continuing education in the investment profession. In June 2012, Jean was named the 2012 Multi-Family Office Chief Investment Officer of the Year by Family Office Review. He is a graduate of Ecole des Hautes Etudes Commerciales in France (HEC) and holds an MBA from the Kellogg School of Business at Northwestern University.
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.
Date: Thursday, April 24th, 2014
Time: 12:30pm – 2:00pm, Lunch
Location: Hyatt Regency Century Plaza
2025 Avenue of the Stars
Los Angeles, CA 90067
Parking: Valet event parking is $17
Self parking is $12
Dress Code: Business Casual
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.
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 firstname.lastname@example.org. Member “no-shows” will be billed the non-member fee ($50) for the event which is posted on the CFALA website.