CFA Institute Conference: Wealth Management 2013

March 21st - 22nd, 2013 • Boston, MA

Past Event:

In today’s challenging investing climate, private clients are understandably anxious.

Uncertainty is about the only thing markets seem to deliver with any consistency, and there are few silver bullets left that can dramatically and safely increase portfolio returns. But even so, wealth managers can set themselves apart by offering proactive and insightful guidance to clients and investing in the skills that nurture long-term relationships.

No matter what the market conditions, honest and transparent communications, dependable expertise and objectivity offered when it’s needed most, and skillful navigation of client emotions are the habits that build trust and lay the foundations for the kinds of valuable relationships that will make your practice profitable for years to come.

With an increased focus on understanding client behavior and successfully managing client relationships in this economic climate, Wealth Management 2013 features rigorous sessions on private-wealth strategies and tools: building effective wealth-management plans, constructing state-of-the-art portfolios, navigating new risks, using alternative assets and new global fixed-income sectors, and building loyal client networks. Renowned experts, practitioners, and thinkers will translate recent market developments into actionable strategies and offer insights useful for wealth managers at any level.

Attendees will:

  • Gain a better understanding of the current global macroeconomic environment as the backdrop for the development of fixed-income strategies
  • Enhance their asset and risk allocation processes for global fixed-income investment and better understand the roles of the fixed-income sector in the total portfolio
  • Learn about new credit analytics used for a wide range of fixed-income sectors and securities
  • Explore current best practices in portfolio construction and risk management for global fixed-income portfolios

Location Details

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The Westin Boston Waterfront

Boston, Massachusetts
United States

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