Changes Underway in Buyouts, Venture Capital, and Alternatives

December 3, 2019 at 2:10pm3:00pm
CFA Society Philadelphia’s High Net Worth and Family Wealth Conference
Convene Cira Center

2929 Arch Street

Philadelphia, PA

CFAP will host its yearly program focused on private wealth and high net worth investors.  This day-long conference features panel discussions and expert speakers from leading wealth advisors, family office staff, trust and estate planners, asset managers and a host of experts in behavioral finance disciplines.

This year we'll examine the changing world of advice and ask what the wealth advisory business will look like in three to five years.   

The conference will address many of the pressing issues facing wealth investors and managers, including:

  • Challenges of establishing appropriate spending rates for individuals
  • Developments in the VC/private equity marketplace
  • CIO Panel
  • Technology, regulation, and compliance: insourcing vs. outsourcing
  • Legislative developments from Washington

*Please note there is a cost to attend.