Wealth Management 2009

 

25−26 March 2009

Register Online (credit card required) or use a printable registration form

Hyatt Regency Chicago
Chicago, Illinois, USA

 

 

Hosted by the CFA Society of Chicago

 

About the Program

The financial services industry is undergoing immense change. It is more important than ever for wealth managers to understand the current market environment and specific investment strategies to stay competitive. Wealth Management 2009 develops the skills and solutions for building effective wealth management plans, constructing state-of-the art portfolios, and maintaining strong client relationships. 

 

As savvy clients ask how their managers are positioned and responding to the credit crisis, it is important to form a view of the future informed by a solid understanding of the past. Armed with these perspectives, advisers can shape their practice by staying abreast of prevailing operational best practices and innovative investment strategies. 

 

Managers with ultra-high-net-worth clients and wealth managers with broader client bases alike will benefit from the slate of speakers recruited for Wealth Management 2009 as we examine how the credit crisis impacts operations going forward, re-evaluate some long-held truths, and further delve into practice fundamentals.

 

View agenda

View fees and travel information

Download the 2009 Wealth Management brochure (PDF)

Earn 11 CE credits / Get credit for other designations

Who Should Attend

Private client portfolio managers

Private client relationship managers

Investment advisers (RIA)

Consultants

Family office professionals

Financial planners

Private bankers

Chief investment officers

 

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