Incorporating Institutional Best Practices in a Wealth Management Practice
An important, rare and unique opportunity to hear from three experts: an institutional investor, a family office consultant, and a major global custodian, how institutional best practices can and should be implemented for individual portfolios. Some of the topics to be covered will be allocating capital, fees, rebalancing, performance benchmarking, selecting funds and manages, indexing, and closing tax leakage. If there is one meeting practitioners should attend this year, this is it. Fourth in a monthly series of wealth management excellence events, and open to all CFA members as well as the larger RIA and senior financial advisory community, but limited to the first hundred registrants.
Michael Arone, CFA | Michael Arone is a Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. He is responsible for expanding SSGA's footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team.
During his 20 year career as an investment professional, Michael has served as the Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
Gregory P. Kushner | Gregory Kushner has provided financial consulting services for a variety of clients for over thirty years. In 1999, he founded Lido Advisors, LLC, a Registered Investment Adviser*, to provide financial solutions, multigenerational planning, and to act as the “Chief Investment Officer” for investors and family offices.
John D. Skjervem | John Skjervem leads an investment team at the Oregon State Treasury (OST) that manages a financial and real asset portfolio valued at $89.6 billion as of December 31, 2015. That portfolio includes the $68.7 billion Oregon Public Employees Retirement Fund and various other educational, insurance and state agency accounts.
Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firm’s then $170 billion (AUM) Personal Financial Services division. John started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.
John earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelor’s degree in Economics from the University of California at Santa Barbara. He holds the Chartered Financial Analyst designation, and serves on the Pacific Pension Institute’s board of directors. John is also a former director of the CFA Society of Chicago and an honorary board member for the St. Francis Foundation in Santa Barbara, CA.
$20 (Member) | $30 (Non-Member)
Part 4 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here. This event is a stand-alone event; you do not need to have attended Parts 1-3 of the series to attend this event.
Omni Los Angeles Hotel Discounted Parking Rate: $15 Valet Parking
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 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 ($30) for the event which is posted on the CFALA website.
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 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.|