2015 WEALTH MANAGEMENT

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1 2015 WEALTH MANAGEMENT Strategies for Private Clients Hosted with CFA Society Louisiana 4 5 MARCH 2015 SHERATON NEW ORLEANS HOTEL NEW ORLEANS, LOUISIANA, USA

WELCOME The 2015 CFA Institute Wealth Management conference offers an engaging spectrum of practitioner tools, educational sessions, and discussions on the latest issues facing private wealth

2 WELCOME The 2015 CFA Institute Wealth Management conference offers an engaging spectrum of practitioner tools, educational sessions, and discussions on the latest issues facing private wealth management. Key sessions will focus on innovative investment tools and strategies, including asset allocation, practice management, and client relationship management. Join a global audience of experienced practitioners for networking, resource building, and exchanging ideas with fellow delegates and select industry vendors. KEYNOTE SESSION BY: JAMES GRANT Founder and Editor Grant s Interest Rate Observer

FEATURED SESSIONS RONALD M. FLORANCE, JR.

Globally neutral asset allocation and what constitutes a prudent home-country bias for global investors Asset allocation lessons from the global financial crisis and their effect on strategy going

performance is missing the point How top managers are competing for survival of the fittest through self-awareness How to become a skills-based investor: Using behavioral finance to improve asset

EXPECT FROM THEIR 21ST-CENTURY FAMILY OFFICE A rapidly evolving platform that includes investment, planning, and financial and nonfinancial services The role of strategic outsourcing in assembling

3 FEATURED SESSIONS RONALD M. FLORANCE, JR., CFA President RMF Consulting CLARE FLYNN LEVY Founder and CEO Essentia Analytics ASSET ALLOCATION FOR PRIVATE CLIENTS: WHAT DOES A TRULY GLOBAL PORTFOLIO LOOK LIKE? Globally neutral asset allocation and what constitutes a prudent home-country bias for global investors Asset allocation lessons from the global financial crisis and their effect on strategy going forward Practical guidelines for designing portfolios that exploit global opportunities while mitigating client behavioral risks PRACTICAL APPLICATIONS OF BEHAVIORAL FINANCE Why focusing on performance is missing the point How top managers are competing for survival of the fittest through self-awareness How to become a skills-based investor: Using behavioral finance to improve asset management performance HANNAH SHAW GROVE Principal HSGrove LLC PATRICK O SHAUGHNESSY, CFA Principal and Portfolio Manager O Shaughnessy Asset Management THE NEW STANDARD OF SERVICE: WHAT CLIENTS EXPECT FROM THEIR 21ST-CENTURY FAMILY OFFICE A rapidly evolving platform that includes investment, planning, and financial and nonfinancial services The role of strategic outsourcing in assembling the most competitive and cost-effective offering Service and relationship management: The single most differentiating factor MILLENNIALS AND MONEY What cultural currents have most affected the mindset of the millennial generation and the way they think, learn, work and play? When it comes to thinking about money, how are millennials different from prior generations, and how might that affect investment strategy? What strategies should investment professionals use to best communicate with, understand, and meet the needs of their millennial clients, and what investment strategies resonate with millennials?

4 PROGRAM ECONOMIC AND MARKETS OUTLOOK Anastasia V. Amoroso, CFA Vice President and Global Market Strategist J.P. Morgan Funds THINKING LIKE YOUR CLIENTS: CLIENT GOALS-BASED PERFORMANCE ANALYSIS Stephen Campisi, CFA Head, Institutional Thought Leadership U.S. Trust PUTTING INVESTORS FIRST: THE CLIENT MANAGER RELATIONSHIP IN A GOALS-BASED FRAMEWORK Scott D. Welch Founder UnconstrainedThought CONFERENCE MODERATOR Thomas J. Boczar, CFA CEO Intelligent Edge Advisors PLANNING FOR RETIREMENT LIVING: THE FINANCIAL IMPLICATIONS OF AGING Michael Finke Professor, Director of Retirement Planning and Living Texas Tech University CYBER RISK: WHAT YOU NEED TO KNOW Thomas D. Giachetti Chair, Securities Practice Group Stark & Stark THE HEALTHCARE IMPERATIVE Carolyn McClanahan Founder Life Planning Partners, Inc. CURRENCY CONSIDERATIONS IN THE GLOBAL INVESTMENT PORTFOLIO Axel Merk President and Chief Investment Officer Merk Investments Post-Conference Workshop: TAX-EFFICIENT MONETIZATION OF CONCENTRATED WEALTH Following Wealth Management 2015, Thomas J. Boczar, CFA, CEO at 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 at Intelligent Edge; and Elizabeth Ostrander, CFA, senior vice president at 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. Separate registration is required to attend the workshop. For the complete agenda and to register, please visit Please note: Information is accurate as of 19 November 2014.

5 CONFERENCE INFORMATION TO REGISTER Online: Phone: (800) (USA and Canada) or +1 (434) REGISTRATION FEES Conference Fee: US$1,195 CFA Institute Member/Candidate Rate: US$895 CIPM Member/Candidate Rate: US$895 Claritas Certificants/Candidates: US$895 Corporate Group Discount Package Rate: US$650 (for three or more delegates from the same firm; rate good through 4 February 2015; additional discounts do not apply) Register by 4 February 2015 and receive a US$200 discount. Use promotional code BRWM-15 for an additional US$50 discount. HOTEL INFORMATION Refer to the CFA Institute group when making your room reservation at the Sheraton New Orleans Hotel before 2 February 2015 to take advantage of our US$229 discounted rate. EXHIBIT/SPONSORSHIP OPPORTUNITIES Become an exhibitor or sponsor at Wealth Management 2015 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 the subject line. Generously supported by: CONTINUING EDUCATION This conference qualifies for 11.5 CE credits, including 0.5 hours 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. Sheraton New Orleans Hotel 500 Canal Street New Orleans, LA Tel: +1 (504) Cancellation policy: A cancellation fee of US$150 applies for all cancellations received after 25 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: Register by 4 February 2015 and save US$200. Use promotional code BRWM-15 for an additional US$50 discount. Contact us: (800) (USA and Canada) or +1 (434) programs@cfainstitute.org 2014 CFA Institute

2014 WEALTH MANAGEMENT

2014 WEALTH MANAGEMENT Strategies for Private Clients 19 20 FEBRUARY 2014 HYATT REGENCY ORANGE COUNTY GARDEN GROVE, CALIFORNIA, USA Hosted with CFA Society Orange County www.cfainstitute.org WELCOME Private