Investment Strategies for Private Clients
European Traveling Conference Series
15-16 April 2008
Copenhagen, Denmark
Milan, Italy
This half-day program will travel to two cities and will examine issues related to the management of investment portfolios for high-net-worth individuals. The speakers will compare and contrast private wealth management and institutional money management and will examine asset allocation strategies in particular, including behavioral considerations in managing private portfolios. Additionally, they will discuss how to develop a wealth management policy, including important considerations such as risk management, estate planning, and philanthropic goals.
| View Copenhagen agenda |
| View Milan agenda |
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