Скачать или смотреть CFA Orange County Wealth Management Symposium Preview | Sameer Somal, CFA

The CFA Society Orange County Wealth Management Symposium is geared for leaders in the wealth advisory community who want to take their practice to the next level. The conference is designed for financial advisors, investment managers, and other private wealth industry professionals to learn about innovative strategies and best practices.

Keynote speakers are Greg Valliere, Chief U.S. Policy Strategist at AGF, the Canadian investment firm, who will be discussing the current global investment environment, and Sameer Somal, Co-Founder of Blue Ocean Global Technology who will be sharing 8 strategies for building real relationships

Hear from leading industry experts from BlackRock, Hartford Funds, Abacus and TDAmeritrade about performance reporting and advertising requirements, FinTech and its impact on wealth management, portfolio construction trends, developing a winning culture, and how longevity is impacting retirement management strategies

Learn about how women are impacting the wealth management industry, gain key insights into how to bring more women into your practice and hear about the unique challenges of female clients.

Take advantage of high-level networking opportunities and receive CFA Institute CE credits.

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