Asset Allocation for Private Clients
|
Register Online (credit card
required) or use a printable registration form |
18–19 November
2008
Grand Hyatt Atlanta in Buckhead
Atlanta, Georgia, USA
Hosted by the CFA Society of Atlanta
About the Program
As private wealth managers adapt to global market turmoil, the job of consistently demonstrating risk-weighted long-term returns for high-net-worth clients has taken on greater complexity. Transitioning from outmoded investments, evaluating new opportunities, and counseling worried clients through this process require greater resources and discipline. But the current investing environment may also represent a turning point with unique opportunities for those prepared to act.
This conference brings together leading practitioners to examine asset allocation strategies that family office investors and private wealth managers can use in the current economic environment.
| View agenda |
| View fees and travel information |
| Download the Asset Allocation for Private Clients brochure (PDF) |
| Earn 11 CE credits / Get credit for other designations |
Who Should Attend
- Portfolio managers and strategists
- Relationship managers
- Family office professionals
- Investment advisers
- Private client consultants
- Private client group executives/Chief investment officers
Exhibit Opportunities
Consider becoming an exhibitor
View current
exhibitors