Wealth Management 2008
Strategies for Private Clients
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Register Online (credit card required) or use a printable registration form |
8 - 9 April 2008
Grand Hyatt Atlanta in Buckhead
Atlanta, Georgia, USA
Hosted by the CFA Society of Atlanta
About the Program
Our annual wealth management conference offers best practices and
innovative thinking in the management of private taxable portfolios.
Notable practitioners and scholars will discuss topics such as asset
allocation, behavioral considerations in managing private portfolios, tax
efficiency, and more. Join us for unbiased, educational sessions
exploring new investment strategies and other developments in this
rapidly evolving area. Space is limited — register early for this popular
event.
| View agenda |
| View fees and travel information |
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Download the Wealth Management 2008 brochure (PDF) |
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Earn 11 CE credits / Get credit for other designations |
Who Should Attend
Private client portfolio managers
Private client relationship managers
Investment advisers (RIA)
Consultants
Family office professionals
Financial planners
Private bankers
Chief investment officers
Exhibit Opportunities
Consider becoming an exhibitor
View current
supporters