CFAOC: 2019 Wealth Management Symposium
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APR
24
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The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.
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Keynote speakers are Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm, who will be discussing the current global investment environment, and Sameer Somal, Co-Founder of Blue Ocean Global Technology who will be sharing 8 strategies for building real relationships
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Hear from leading industry experts from BlackRock, Hartford Funds, Abacus and TDAmeritrade about performance reporting and advertising requirements, FinTech and its impact on wealth management, portfolio construction trends, developing a winning culture, and how longevity is impacting retirement management strategies
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Learn about how women are impacting the wealth management industry, gain key insights into how to bring more women into your practice and hear about the unique challenges of female clients.
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Take advantage of high-level networking opportunities and receive CFA Institute CE credits
| Filling Your Toolbox: Preparing Your Firm for What’s Next |
| 8:30 - 9:00 am | Registration and Networking |
| 9:00 – 9:15 am | Opening Remarks by the President of the CFA Society Orange County |
| 9:15 – 10:00 am | GIPS 2020 and Performance Advertising Update
Amy Jones, CIPM, Guardian Performance Solutions – GIPS Compliance |
| 10:00 - 10:45 am | Fintech and the Impact on the Wealth Management Industry
Justin Webster, Director of Advanced Technology – TD Ameritrade |
| 10:45 – 11:45 am | Portfolio Trends and Construction
Patrick Nolan, CFA, BlackRock Portfolio Solutions |
| 11:45 – 12:15 pm | Networking Lunch |
| 12:15 – 1:15 pm | Lunch Keynote Speaker:
Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm |
| 1:15 – 2:15 pm | Practice Management
JD Bruce, President, Abacus Wealth Advisors – Lead with your Values |
| 2:15 –3:15 pm | Women and Wealth Panel
Joy Avedesian, CLTC – Capstone Partners Kahne Krause – Dimensional Fund Advisors Rhonda Ducote, AIF – Apriem Advisors Evelyn Zohlen, CFP – Inspired Financial |
| 3:15 – 3:30 pm | Networking Break |
| 3:30 – 4:30 pm | MIT Age Labs – The Longevity Conundrum and 4 Phases of Retirement
Julie Genjac – Hartford Funds |
| 4:30 – 5:30 pm | Afternoon Keynote Speaker: The New Networking: 8 Strategies for Building Real
Relationships Sameer Somal, CFA, CFP, CAIA – Blue Ocean Global Technology |
| 5:30 – 5:45 pm | Closing Remarks |
| 5:45 – 7:00 pm | Cocktail Reception |
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All Members in CFALA can attend this event at CFAOC rates! Early Registration Fee (Until March 15th) $99 Members $199 Non-Members
$175 Members $275 Non-Members $99 Students |
