2014 WEALTH MANAGEMENT

Size: px

Start display at page:

Download "2014 WEALTH MANAGEMENT"

Domenic Eaton
5 years ago
Views:

2014 WEALTH MANAGEMENT Strategies for Private Clients 19 20 FEBRUARY 2014 HYATT REGENCY ORANGE

1 2014 WEALTH MANAGEMENT Strategies for Private Clients FEBRUARY 2014 HYATT REGENCY ORANGE COUNTY GARDEN GROVE, CALIFORNIA, USA Hosted with CFA Society Orange County

2 WELCOME Private clients demand knowledgeable wealth managers in today s challenging investment climate. This annual conference is designed to meet the unique content needs of professionals working in private wealth management, and its rigorous, practitioner-oriented sessions are intended for investment managers and advisers across the spectrum of client wealth. Wealth Management 2014 explores the key investment and practice management issues important to you today, ranging from asset allocation, municipal credit, and portfolio risk management to social media strategies for your practice, tax-efficient wealth transfer, elder care strategies, and the family office experience. Whether you manage assets for ultra-high-networth individuals or the mass affluent, you and your clients will benefit from the timely and practical sessions at this conference. Come and learn directly from a lineup of top wealth management practitioners. Get up to date with important global economic and financial trends. Hear the latest ideas in firm management, client relationship management, and behavioral finance. Meet experienced practitioners to gain practical ideas in a wide variety of investment topics. Network with other wealth management and investment professionals.

asset allocation: Superior, long-term, volatility-adjusted returns Lessons from the global financial crisis The rise of tactical asset allocation: Opportunity or

Practical guidelines for designing portfolios that mitigate both investment risks and client behavioral risks DELIVERING A FAMILY OFFICE EXPERIENCE Should you

3 FEATURED SESSIONS ROGER C. GIBSON, CFA Chief Investment Officer Gibson Capital, LLC HANNAH SHAW GROVE Principal HSGrove LLC ASSET ALLOCATION FOR PRIVATE CLIENTS The promise of strategic asset allocation: Superior, long-term, volatility-adjusted returns Lessons from the global financial crisis The rise of tactical asset allocation: Opportunity or pitfall? Practical guidelines for designing portfolios that mitigate both investment risks and client behavioral risks DELIVERING A FAMILY OFFICE EXPERIENCE Should you build a family office platform? Do you need one to compete? If so, what would that entail and how should it be priced? What do ultra-wealthy clients actually want? MICHAEL E. KITCES Partner and Director of Research Pinnacle Advisory Group GETTING STARTED WITH SOCIAL MEDIA STRATEGIES FOR FINANCIAL PLANNERS AND INVESTMENT ADVISERS Ways in which social media does (and does not) fit into an adviser s marketing strategy Best practices for social media success Tips for getting started BERNARD A. KROOKS Founding Partner Littman Krooks LLP THE ELDER CARE IMPERATIVE: WHAT CLIENT DECISIONS NOW WILL MAKE A DIFFERENCE LATER? Financing long-term care: What are your options? Preparing for tomorrow: What steps need to be taken now? Planning elder law: What impact will the Affordable Care Act have?

4 PROGRAM THE STATE OF MUNICIPAL CREDIT AND THE IMPLICATIONS FOR TAXABLE INVESTORS Peter B. Coffin Founder and President Breckinridge Capital Advisors TAX-EFFICIENT WEALTH TRANSFER STRATEGIES Samuel A. Donaldson Professor of Law Georgia State University UTILIZING DOWNSIDE RISK MEASURES Michelle McCarthy Managing Director and Head of Risk Management Nuveen Investments THE ROLE OF EMOTIONS IN CLIENT DECISION MAKING: A BEHAVIORAL FINANCE GUIDE TO CLIENT MANAGEMENT Frank Murtha Managing Partner MarketPsych LLC FINANCIAL DECISION MAKING: THE KEY TO YOUR CLIENTS RETIREMENT SECURITY William Reichenstein, CFA Powers Chair in Investment Management, Baylor University Head of Research, Social Security Solutions PRACTICAL COMPLIANCE FOR THE SMALL FIRM Lisa Roth President Monahan & Roth, LLC 2014 ECONOMIC OUTLOOK AND MARKET STRATEGY Joseph S. Tanious, CFA Executive Director and Global Market Strategist J.P. Morgan Funds AFTERNOON KEYNOTE: NAKED STATISTICS Charles Wheelan Senior Lecturer and Policy Fellow Nelson A. Rockefeller Center at Dartmouth College CONFERENCE MODERATOR Thomas J. Boczar, CFA CEO Intelligent Edge Advisors Post-Conference Workshop: TAX-EFFICIENT MONETIZATION OF CONCENTRATED WEALTH Following the Wealth Management conference, Thomas J. Boczar, CFA, CEO of Intelligent Edge Advisors and a nationally recognized expert in the tax-efficient monetization of concentrated wealth; Nischal R. Pai, CFA, Head of Hedging and Structured Solutions for Intelligent Edge; and Elizabeth Ostrander, Senior Vice President of Intelligent Edge, will lead a workshop designed to give advisers the knowledge they need to create and play a key role in overseeing their clients concentrated wealth. A separate registration fee is required to attend the workshop. For the complete agenda and to register, please visit Please note: Information is accurate as of 5 November 2013.

5 CONFERENCE INFORMATION TO REGISTER Online: Phone: (800) (USA and Canada) or +1 (434) REGISTRATION FEES Conference Fee: US$1,000 CFA Institute Member/Candidate Rate: US$700 CIPM Member/Candidate Rate: US$700 Claritas Certificants/Candidates: US$700 Corporate Group Discount Package Rate: US$650 (for three or more delegates from the same firm; rate good through 22 January 2014; additional discounts do not apply) Use promotional code BRWM-14 for an additional US$50 discount. HOTEL INFORMATION Refer to the CFA Institute group when making your room reservation at the Hyatt Regency Orange County by 27 January 2014 to take advantage of our discounted rate. The CFA Institute rate is US$139 for single/double occupancy, subject to availability. For more information and to book accommodations, please visit EXHIBIT/SPONSORSHIP OPPORTUNITIES Become an exhibitor or sponsor at Wealth Management 2014 and increase awareness of your firm s products and services among leading investment professionals and analysts. For opportunities, please andy.jenkins@cfainstitute.org and include Wealth Management in your subject line. Generously supported by: CONTINUING EDUCATION This conference qualifies for 12 CE credits, including 1 hour in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute CE Program. If you are a CFA Institute member, your credit hours for participation at this conference will be automatically entered in your online CE tracking tool. Please see for more information. Hyatt Regency Orange County Harbor Boulevard Garden Grove, CA Phone: +1 (714) A cancellation fee of US$150 applies for all cancellations received after 12 February No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted, with fee adjustment if appropriate. Sharing of registrations is not permitted. Please note: Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness in the form of photograph, video, audio, or any other recorded manner collected in connection with the program for any usual and customary purpose of CFA Institute, including but not limited to advertisements for CFA Institute and its programs and CFA Institute webcasts.

6 915 East High Street Charlottesville, VA USA REGISTER NOW: Use promotional code BRWM-14 for an additional US$50 discount. Contact us: (800) (USA and Canada) or +1 (434)

2015 WEALTH MANAGEMENT

2015 WEALTH MANAGEMENT Strategies for Private Clients Hosted with CFA Society Louisiana 4 5 MARCH 2015 SHERATON NEW ORLEANS HOTEL NEW ORLEANS, LOUISIANA, USA www.cfainstitute.org WELCOME The 2015 CFA Institute