Wealth Management Series
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CFA Society San Francisco Wealth Management Series  

CFASF is pleased to announce that we are continuing our Wealth Management Series for a third year. This year we focus on the industry's future with sessions addressing the top concerns and areas of interest among leading Northern California firms. We will have 6 forums covering a wide range of topics important to practitioners and a new invitational event for C-Suite executives and RIA owners specifically addressing Succession Planning.


UPCOMING SESSIONS

Thursday, September 14, 2017
Alternatives Panel - Hedge Funds, Private Equity & Direct Investing

Thursday, October 12, 2017
Commoditization of Long Only Equities

Thursday, November 9, 2017
The Future of Your Practice: Succession Planning, Strategic Acquisitions, and more!


AGENDA

3:00pm - 3:30pm - Reception/Networking (Light appetizers, refreshments provided)

3:30pm - 4:30pm - Introductions and Panel Discussion

4:30pm - 4:45pm - Audience Q/A

4:45pm - 5:00pm - Networking/Close

 

PRICING

Members: $25

Non-members:  $40

 

SERIES SPONSORS