High Net Worth/Private Wealth Conference sponsored by the CFA Society of Philadelphia

Thursday, December 1, 2011
8:00 a.m. – 4:00 p.m.

Conference includes continental breakfast, lunch, and morning and afternoon coffee breaks

Invitation

Location: The Hub at Cira Centre (adjacent to 30th Street Station)
2929 Arch Street, Mezzanine Level
Philadelphia, PA 19104
Directions: www.thehub.com/maps-cira.php

MAHFA members may register at the discounted CFA member price.
Use the registration button above and click “+Add 1 Member.” During checkout, indicate that you are a MAHFA member in the comments section.

Quality programming addressing such topics as:

  • What are prominent advisors telling clients today?
  • Are we seeing a transformation in the practice of wealth
    management?
  • The outlook for tax-advantaged investments
  • Developments in inter-generational wealth transfer
  • How to avoid shirtsleeves to shirtsleeves in three generations

Featured Speakers:

Lisa Shalett, Chief Investment Officer, Bank of
America

- The Coming Transformation of Wealth Management

Tobia Levkovitch, Chief U.S. Equity Strategist, Citigroup
- How We’re Seeing the Investment Landscape