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.





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)






 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





 Members: $25

 Non-members:  $40