Investment Strategies for Private Clients
Canadian Traveling Conference Series
27-29 May 2008
Ottawa, Ontario
Montreal, Quebec
Halifax, Nova Scotia
This half-day program will travel to three cities and features speakers who will discuss issues related to the management of investment portfolios for high-net-worth individuals. Topics will include asset allocation and lifestyle and wealth-transfer considerations, post-modern portfolio theory in conjunction with fiduciary best practices, and how to develop a wealth management policy, including risk management, estate planning, philanthropic goals, and more.
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CFA Institute members earn 3 CE credits for attendance at each of these events.