First Wednesdays: The 2018 Wealth Management Excellence Series

DEC
05
First Wednesdays (Feb-Dec)
4:00 pm - 7:00 pm
 
Location:
December 5th
Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405
 
Events
(Speakers below):
February 7th
Alternative Investments in Taxable Accounts

April 4th
Investment Decisions and Behavioral Finance (BeFi): Shining a Light on your Blind Spots

June 6th
Geopolitical Guidance: The New, New World Order and How to Hedge It

August 1st
Withdrawal Strategies: The Under-Appreciated Opportunity for Advisors

October 3rd
Wealth Transfer to Next-Gen Clients: Will They Stay or Will They Go?

December 5th
WealthTech 2018: Artistry or Machinery?
 
Time: 4:00 pm - 7:00 pm
 
Dress: Business Casual
   
 
Add to Calendar 04/04/2018 4:00 PM 04/04/2018 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. TBA 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 7th
— Dani Evanson – Managing Director, RMA Real Estate Investment Advisors
— Mihir Meswani – Senior Portfolio Manager, Deutsche Bank
— Brian Murphy – Portfolio Manager, Vivaldi Capital Management

April 4th
Raife Giovinazzo, CFA, PhD
— Meir Statman, PhD

June 6th
Terry McCarthy – President and CEO, Los Angeles World Affairs Council

August 1st

Dr. William Reichenstein, CFA – Professor Emeritus and Pat and Thomas R. Powers Chair in Investment Management, Hankamer School of Business, Baylor University; Principal, Social Security Solutions, Inc.

October 3rd
Ned Dane, CAIA – Senior Vice President, Oppenheimer Funds
Brie P. Williams – Vice President and Head of Practice Management, State Street Global Advisors
Mary Owen – Principal and Senior Advisor, Delphi21 Advisors, LLC

December 5th

Deborah Fox – CEO & Founder, Fox Financial Planning Network
Kristen Schmidt – Founder, RIA Oasis
Min Zhang, CFA – Head of Investment Technology, United Capital

 

Series Registration Fees
$70 (Member) | $150 (Non-Member)

Individual Session Registration Fees*
$25 (Member) $50 (Non-Member)

*Upcoming Individual Sessions
- December 5th: WealthTech 2018: Artistry or Machinery?

 

Sponsorship Opportunities
Sponsorship Registration

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.
Series Chair: 
Yves-Marc Courtines, CFA
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.
Sponsored By:

 

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