The CFA Society New York plays host to the Private Wealth Management Group Meeting in New York City on 12 March 2019. This meeting between CFANY members who manage assets for either themselves or wealthy individuals, will focus discussions on investment strategy, communications, and implementation. The aim of the group is to further the professional experience and practice of its members, and to help them meet the ever-changing needs of their clients in a modern world.
Conference websitePrivate Wealth Management Group Meeting (New York City) 12 Mar 2019
Listed in: Pension Funds Conferences, Investment Consultants Conferences, US Pension Funds Conferences, Other Institutions Conferences, Endowments and Foundations Conferences, Private Wealth and Family Offices Conferences, Institutional Asset Managers Conferences, Insurance Companies Conferences, Investment Process Conferences, Asset Allocation and TAA Conferences, Regulation and Compliance Conferences.