CFA Institute Wealth Management Conference 2013

Strategies for Private Clients

21 22 March 2013

Wealth Management 2013 features rigorous sessions on private-wealth strategies and tools: building effective wealth-management plans, constructing state-of-the-art portfolios, navigating new risks, using alternative assets and new global fixed-income sectors, and building loyal client networks.

14 speakers

  • April Rudin @TheRudinGroup Founder and CEO of The Rudin Group.
  • Carl Richards @behaviorgap Director of investor education at The BAM ALLIANCE.
  • Cate Long @cate_long Founder of Multiple-Markets and a municipal bonds blogger at Thomson Reuters.
  • Michael E. Kitces @MichaelKitces Partner and the director of research at Pinnacle Advisory Group.
  • David P. Kelly, CFA Chief global strategist and head of the global market insights strategy team at J.P. Morgan Funds.
  • Thomas J. Boczar, CFA CEO of Intelligent Edge Advisors.
  • John Cashwell Managing director in the marketing and client relations group at GSO Capital Partners.
  • Scott D. Welch Senior managing director and member of the executive committee at Fortigent, LLC.
  • Greg A. Rosica Tax partner at Ernst & Young LLP.
  • Beth Webel Tax partner in the Private Company Services group of PricewaterhouseCoopers.

Coverage of CFA Institute Wealth Management Conference 2013

12 sessions

Day 1 from 8:15am to 5:45pm Thursday 21st March 2013

Day 2 from 8am to 12:30pm Friday 22nd March 2013

15 known attendees

  • CFA Institute Events
  • Amy Clements
  • April Rudin
  • Carl Richards
  • Cate Long
  • MichaelKitces
  • BSAS
  • Bárbara Simão
  • Scott Welch
  • Greg Rosica
  • Beth Webel
  • Andrew Fay
  • Paul Bouchey
  • Richard L. Peterson, M.D.
  • Jim Coutre

2 people tracking this event

  • Meghan Reilly
  • Susan Weiner, CFA

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Coverage

2 videos

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8 write-ups

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Staff

Related books

  • The Advisor's Guide to Annuities
  • The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money
  • Your Investor Blind Spots: Identifying (and Avoiding) Mental Traps (Wiley Global Finance Executive Select)
  • MarketPsych
  • The Annuity Advisor 2nd edition
  • The Annuity Advisor

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