The Private Wealth Management Group Meeting takes place in New York City on the 14th May 2019. This event seeks to enable industry professionals to satisfy the modern requirements of private clients, and remain at the forefront of knowledge and professionalism when serving them. The group is open to CFANY members managing assets for themselves and individuals encompassing portfolio management, investment advisory, investment research and financial planning. Discussions will focus on investment strategy and implementation, with the aim of enriching the group’s professional experience and practice.

Conference website