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Asset Allocation for Private Clients

Strategies for Private Clients

  

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

Bellevue, Washington, USA8–9 June 2010
Hyatt Regency Bellevue
Bellevue, Washington, USA

 

 

Hosted by the CFA Society of Seattle

 

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

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