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Conference

CFA Institute Wealth Management Conference

24 - 26 Mar 2020 Add To Calendar
The Westin Seattle, Seattle, USA

About Users 3 Reviews Exhibitors Photos Speakers 31 Travel Deals

Cfa Institute 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.


Timings

07:00 AM - 05:45 PM (General)
07:00 AM - 12:30 PM (General)

Entry Fees

Paid Ticket Check Official Website

Participants

100 - 500
Delegates

10 - 50 Exhibitors Estimated Count

Category & Type

Conference
Business Services
Education & Training

Editions

24 - 26 Mar 2020 Interested
04 - 05 Mar 2015 67th Edition
04 - 07 May 2014 67th Edition
View More

Frequency Once in 5 years

Official Links

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Organizer

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CFA Institute USA

Renowned 54 Total Events / 9 Upcoming Events
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User Community [ Users who have shown interest for this Event ]

Sarah Adel

Sarah Adel

Market Research at Global Insights Group

Cairo, Egypt
Kevin Roy

Kevin Roy

Intern at Stelios Asset Management PVT Ltd

Bandra, India
Kathryn Brownell

Kathryn Brownell

Professor of Economics and Finance at Jefferson Community College

Watertown, United States

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Speakers (past edition)

Speaker
Stephen Campisi

Stephen Campisi

head of institutional thought leadership at U.S. Trust Hartford, United States
Speaker
Ronald M. Florance

Ronald M. Florance

Deputy chief investment officer at Wells Fargo Private Bank Phoenix, United States
Speaker
Hannah Shaw Grove

Hannah Shaw Grove

Marketing, Client Engagement and Business Expansion with U/HNW and Family... United States
Speaker
Patrick O’Shaughnessy

Patrick O’Shaughnessy

principal and portfolio manager at O’Shaughnessy Asset Management New York, United States
Speaker
Michael Finke

Michael Finke

Professor at Texas Tech University Lubbock, United States
Speaker
Clare Flynn Levy

Clare Flynn Levy

Founder & CEO at Essentia Analytics
Speaker
Carolyn McClanahan

Carolyn McClanahan

President at Life Planning Partners, Inc. Jacksonville, United States
47.613765 -122.338111

Venue Map & Directions

map of The Westin Seattle

The Westin Seattle

1900 5th Ave, Seattle, WA 98101
USA

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