Money, Happiness, and the Future of Wealth Management
The wealth management industry is quickly evolving its focus from products to service to experiences. A critical element of this shift is figuring out how money fits into your client’s overall sense of fulfillment and satisfaction with life. Leveraging social psychology and neuroscience, we offer an answer that will help you set clients on a path toward better overall life outcomes and advisors toward higher margin practices.
Brian Portnoy, CFA, Ph.D. | Brian Portnoy is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Head of Education at Magnetar Capital and has spent the last 25 years as an educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children. ^^Back To Top
All attendees will receive a copy of Brian Portnoy's book "The Geometry of Wealth," courtesy of our event sponsor.
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Pershing Square Garage: Rates vary
Central Library Parking: Rates vary
Joe's Auto Parks: $12
Pacific Center Parking: $15
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WARNING: Parking at Millennium Biltmore - $45 Daily Max; $4.50 each 15 minutes
We accept the following:
If you prefer to pay by check please email email@example.com and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
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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 to receive a refund. 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 difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Luke W. Kulma, CFA, CFP
|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.|