2017 Wealth Management Series
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CFA Society San Francisco
2017 Wealth Management Series
 
 

CFASF is pleased to announce that we are continuing our Wealth Management Series for a third year. This year we focus on the industry's future with sessions addressing the top concerns and areas of interest among leading Northern California firms. We will have 6 forums covering a wide range of topics important to practitioners and a new invitational event for C-Suite executives and RIA owners specifically addressing Succession Planning.

 



 

UPCOMING SESSIONS:

 

Thursday, April 13, 2017
Effective Communication to Gain & Retain Clients

 

Thursday, May 11, 2017
Beyond MPT - Asset Allocation/Asset Class/Risk Management

 

Thursday, September 14, 2017
Hedge Funds and the Private Investor - Evolution or Devolution?

 

Thursday, October 12, 2017
Commoditization of Long Only Equities

 

Thursday, November 9, 2017
Private Equity & Direct Investing

 

Special Summer Invitation-only event: The Future of Your Practice: Succession Planning, Strategic Acquisitions, and more! (Date and location to be determined)

 

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AGENDA:

 

 4:30pm - 5:15pm - Reception/Networking (Light appetizers, refreshments provided)

 5:15pm - 6:30pm - Introductions and Panel Discussion

 6:30pm - 6:45pm - Audience Q/A

 6:45pm - 7:00pm - Networking/Close

 

 

PRICING:

  

 Members: $25

 Non-members:  $40

 

SERIES SPONSORS: