Скачать или смотреть CFAOC Wealth Management Symposium 2019 - Event Highlights

Re-live the day's events from the Inaugural CFA Society Orange County Wealth Management Symposium, hosted at the Pacific Club in Newport Beach. Thank you to all that attended. We hope you found it a valuable day of education and networking with your most respected peers in the investment industry. We look forward to seeing you again next year!

April 24, 2019
The Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660

https://www.cfasociety.org/orangecoun...

THEME: Filling Your Toolbox: Preparing Your Firm for What’s Next

AGENDA
​8:30 - 9:00 am ​Registration and Networking

​9:00 – 9:15 am ​Opening Remarks by CFAOC President, Barry Grossman

​9:15 – 10:00 am GIPS 2020 and Performance Advertising Update;
Amy Jones, CIPM, Guardian Performance Solutions

​10:00 - 10:45 am ​Fintech and the Impact on the Wealth Management Industry; Justin Webster, Director of Advanced Technology – TD Ameritrade

​10:45 – 11:45 am ​ Portfolio Trends and Construction; Patrick Nolan, CFA, BlackRock Portfolio Solutions

​11:45 – 12:15 pm ​Networking Lunch

​12:15 – 1:15 pm ​Lunch Keynote Speaker; Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm

​1:15 – 2:15 pm ​Practice Management, "Lead with your Values"; JD Bruce, President, Abacus Wealth Advisors

​2:15 –3:15 pm Women and Wealth Panel; Joy Avedesian, CLTC – Capstone Partners; Kahne Krause – Dimensional Fund Advisors; Rhonda Ducote, AIF – Apriem Advisors; Evelyn Zohlen, CFP – Inspired Financial

​3:15 – 3:30 pm ​Networking Break

​3:30 – 4:30 pm ​​MIT Age Labs – The Longevity Conundrum and 4 Phases of Retirement; Julie Genjac – Hartford Funds

​4:30 – 5:30 pm ​​Afternoon Keynote Speaker, "The New Networking: 8 Strategies for Building Real Relationships";
Sameer Somal, CFA, CFP, CAIA – Blue Ocean Global Technology

​5:30 – 5:45 pm ​Closing Remarks

​5:45 – 7:00 pm ​Cocktail Reception