CFA Society of Philadelphia

Date

Thursday, October 15, 2009

Time

8:30am - 4:30pm

Location

The Hub at Cira Center

2929 Arch Street, Mezzanine Level

Philadelphia, PA 19104

First Annual High Net Worth/Family Office Symposium

Sponsored by the CFA Society of Philadelphia

Program

Enjoy a quality program addressing topics such as New Science of Private Client Psychology…What is wrong with the tools we use and how to fix them…Manager due diligence and selection… Tracking what you own and how it's doing… Asset Allocation…Where can high net worth investors turn for information?... Single family office… Multi-family office panel… CFA Institute and wealth management.

And including representatives from BBR, Family Office Metrics, Family Office Exchange (FOX), Greycourt, Hawthorn, Hirtle Callaghan, Investor Analytics, Northfield, Pitcairn, Raylign, The Vanguard Group, Veritable, Wilmington Trust, family office representatives and more!

Limited seating available. Reserve your seat today.

Click here for the High Net Worth Symposium Brochure

Click here for the High Net Worth Symposium Agenda

CFAP Members and Family Office Representatives: $100 (Select "Add Member" below)
Non-members: $175

*note. You can change the number of registrants during checkout.*