First Wednesdays: The Wealth Management Excellence Series
First Wednesdays: The Wealth Management Excellence Series is designed for thought-leaders in the advisory community who want to bend the curve, not just stay ahead of it. The intent of the program is to learn about and analyze cutting-edge strategies to generate market-leading client results and share the next level of evolution in practice management. Attendees will include C-suite executives of family offices and RIAs, leading financial advisors, investment managers, business managers, and other top private wealth industry professionals.
This 10-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting on the first Wednesday of each month from February through November, this first-of-its-kind program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions (click on the session title below) or for the entire series. Don’t miss out!
All events will be held from 4pm - 7pm
CIO Discussion: Economic Outlook and Market(s) Forecast (Click for individual event)
The Next Five Years: Asset Allocation and Portfolio Positioning
Active Equities vs. Passive vs. Smart Beta in a Taxable Environment
Incorporating Institutional Best Practices in a Wealth Management Practice
Spring Mixer: RIAs, Family Offices and Wealth Managers — Bonus Speech: The Future of Wealth Management
Hedge Funds and Liquid Alternatives: Are Hedge Funds poised to Outperform, and is 50/30/20 the new 60/40
Advanced Estate Planning as Part of Wealth Management Practices
Robo Advisors and the Future of the Wealth Management Business & ”So You Want to Start an RIA?”
Clarifying Longevity Math: The Past, Present and Future of Annuities
ESG Investing and Philanthropy: Meeting Client Social Goals While Optimizing Investments
Series Registration Fees
Individual Session Registration Fees*
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.
Enrollee cancellations must be made in writing and received at least 5 business days before the first event. All cancellations will incur a $30.00 processing fee. If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged.
Thomas Mahoney, CFA, CAIA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 20 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.|