Global Wealth Management Conference 2011: Opportunities in the Next Investment FrontierMultimedia from the Conference

Hosted by: Calgary CFA Society and CFA Institute

As we emerge from the last financial crisis and embrace a new investment climate, how do you prepare yourself to strengthen your clients’ trust and diligently guide them through this new landscape? The Global Wealth Management Conference (PDF) hosted by the Calgary CFA Society on 20-21 September 2011, focused on providing wealth management practitioners the tools needed to meet the increasingly complex needs of their clients.

Select webcasts from this conference are now available.

Exploiting the Volatility Anomaly in Financial Markets - Harindra de Silva, CFA
Harindra de Silva, CFA, discusses the exploitation of the volatility anomaly in financial markets through evidence, minimum variance strategies, short volatility strategies, and the impact of evaluative VMS exposure on portfolio managers.

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Goals-Based Wealth Management In Practice - Jean Brunel, CFA
Jean L.P. Brunel, CFA, explains goal-based allocation in addition to exploring a sequential approach to setting goals, the skills necessary to identify and quantify assets in each sub-portfolio, and ways to implement goal-based allocation in your practice.

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Opportunities and Risks in the Coming Double Dip - Sean Egan
Sean J. Egan examines the drives that caused the global economic breakdown and some newly developing credit crisis possibilities. He discusses likely outcomes and how investors can sidestep and possibly profit from these crises.

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