The 2019 CFA Institute Wealth Management Conference will feature practitioner-oriented educational sessions across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.


Hosted by CFA Society South Florida, CFA Institute

Wealth Management combines rigorous, investment-oriented sessions with sessions on tools and strategies important to private wealth management, including financial planning, practice management, and client relationship management. The conference draws a global audience and includes opportunities to network with other delegates, as well as a select group of relevant vendors.

Speakers

Brian Portnoy CFA

Brian Portnoy, CFA, is the director of investment education at Virtus Investment Partners, an investment solutions platform. He works with financial advisers and individual investors to make smarter decisions and achieve better life outcomes. For the past two decades, Dr. Portnoy has worked in the hedge fund and mutual fund industries, and he has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. He is the author of two books: The Investor’s Paradox and The Geometry of Wealth. Dr. Portnoy has spoken to audiences in the United States, Europe, and Asia about investment strategy and decision making. He was asked by the US Securities and Exchange Commission, as part of its Leading Authors series, to lecture on the history and future of complex investments. Dr. Portnoy has appeared on CNBC and in the Wall Street Journal and USA Today. He writes an investment column for Forbes.com and is a member of the Economic Club of Chicago. After graduating from the University of Michigan, Dr. Portnoy pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate.

Agenda

Location

Venue

The Westin Fort Lauderdale Beach Resort

321 North Fort Lauderdale Beach Boulevard
Fort Lauderdale, FL 33304
USA

+1-800-937-8461

CFA Institute has arranged for a special group rate at the Westin Fort Lauderdale Beach Resort. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel. Reservations should be made by 1 March 2019 to take advantage of the discounted rate of USD 249 for single/double occupancy, subject to availability.

Book hotel reservation

Event Info

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.

Cancellation Policy: A cancellation fee of US$150 applies for all cancellations made after 26 March 2019. 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.

For groups, if a cancellation brings a group's delegate count below three, regular rates will apply to the remaining delegates and all cancellation fees and deadlines above will be applicable.

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

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 collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

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