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|Wealth Management Series|
CFA Society San Francisco Wealth Management Series
CFASF is pleased to announce that we are continuing our Wealth Management Series for a fourth 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 an invitational event for C-Suite executives and RIA owners.
Thursday, February 8, 2018
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Harvard Club of San Francisco
Jerry Dodson, CEO, Parnassus Investments
Howard Aschwald, CFA, CIO, Quantum Capital
Ananth Madhavan, PhD, BlackRock
Dan Beck, CFA, AXA Advisors
Wednesday, February 20th
6:00 PM - 6:30 PM Networking
6:30 -Panel Discussion