Wealth Management Excellence Series 2020
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 4-part series is designed to address the issues, concerns and interests of wealth management practitioners. Meeting in select months on the first Wednesday from March through December, this highly successful program in Los Angeles will be led by a dynamic team of industry experts. Register for individual sessions or the entire series. Don’t miss out!
March 4th - Advisors: Improve Your Value Add Proposition with Behavioral Bias Awareness
Making decisions without bias is difficult and especially so for retail investors. Studies have indicated "behavioral coaching" may be the greatest category of value add an Advisor can provide to clients. Improve your awareness of behavioral biases, strengthen your value add proposition, and learn to advise clients away from cognitive and emotional biases.
- Raife Giovinazzo, CFA, PhD — Partner, Lead Portfolio Manager – Fuller & Thaler Behavioral Small-Cap Equity Fund, Fuller & Thaler Asset Management
- Avanidhar (Subra) Subrahmanyam — Distinguished Professor of Finance, Goldyne and Irwin Hearsh Chair in Money and Banking, UCLA
June 3rd - How Do Others Think Of You? Exploring and Improving Personal and Team Branding
What messages are you communicating to clients and prospective clients? Advisors understand marketing is important and it begins with understanding your personal and team branding. Join us as we hear from personal branding experts and learn how to improve our individual and team brands.
September 2nd - What Happens in California Affects the World: A Macroeconomic Review of California
California ranks as the 5th largest economy in the world and was the epicenter of the two most recent financial crises. Join us for an overview of the current state of the State including discussions of urban planning, tech, and real estate. Coming just before the 2020 election, this event will be an exciting and dynamic discussion featuring a panel of renowned researchers and speakers.
December 2nd - TAX 2020/2021: Deep Dive and Actionable Tactics
With recent tax legislation enacted and potential changes post-Presidential election, clients are increasingly looking to their advisors for proactive tax planning guidance. Join us for an in-depth discussion on the taxes most relevant to your clients and actionable planning strategies you should be aware of heading into year-end.
Series Registration Fees
Individual Session Registration Fees*
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.
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.
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.
Yves-Marc Courtines, CFA, CFP
|As a participant in the CFA Institute Approved-Provider Program, CFA Society Los Angeles has determined that this program qualifies for 6 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.|