First Wednesdays: The 2017 Wealth Management Excellence Series

JUN
07
First Wednesdays (Feb-Dec)
4:00 pm - 7:00 pm
 
Locations: April 5th
Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405
 
Events
(Speakers below):
February 8th
Asset Allocation 2.0: Investment Positioning for a Multi-Quarter Time Horizon

April 5th
Debate on the Merits of Non-Market Cap Weighting

June 7th
Advising the First Time Seller on a Liquidity Event

August 2nd
Dimensional Fund Advisors: Pursuing Higher Expected Returns in Equities / Advancements in Fixed Income Trading

October 4th
The War on Tax Inefficiency: Advanced Weaponry (Loss Harvesting, Deferral, Turnover, & Municipal Bonds)

December 6th
State of the Art of Wealth Management Technology
 
Time: 4:00 pm - 7:00 pm
 
Dress: Business Casual
   
 
Add to Calendar 06/07/2017 4:00 PM 06/07/2017 7:00 pM America/Los_Angeles 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. TBD CFALA info@cfala.org false MM/DD/YYYY

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 6-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting every other month on the first Wednesday from February through December, this highly successful program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions or for the entire series. Don’t miss out!

SPEAKER LIST

February 8th
 - Richard Bernstein – CEO/CIO, Richard Bernstein Advisors LLC

April 5th
 - Rob Arnott – Chairman, Research Affiliates
 - Michael Arone, CFA – Managing Director and Chief Investment Strategist, State Street Global Advisors US Intermediary Business Group
 - Roger Ibbotson – Zebra Capital Management LLC
 - Fran Kinniry – Principal, Vanguard Investment Strategy Group

June 7th
 - Lee Weinberg – Weinberg Gonser, LLP

August 2nd
 - Savina Rizova – Vice President, Dimensional Fund Advisors
 - David Plecha – Global Head of Fixed Income and Vice President, Dimensional Fund Advisors

October 4th
 - Kurt van Kuller, CFA – MUFG Union Bank, N.A.

December 6th
 - Greg Friedman – Junxure

 

Series Registration Fees (Discounted for Final 4 Events)
$100 $70 (Member) | $180 $120 (Non-Member)

Individual Session Registration Fees*
$25 (Member) $40 (Non-Member)

*Individual Sessions
April 5th - Debate on the Merits of Non-Market Cap Weighting

Sponsorship Opportunities
Sponsorship Registration
SPONSORSHIP SOLD OUT

Payment Information
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
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.
Chair: 
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
As a participant in the CFA Institute Approved-Provider Program, CFA Society Los Angeles has determined that this program qualifies for 9 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.
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