Event Profile

CAIA Philadelphia invitation to CFA Philadelphia's 13th Annual Private Wealth Management Conference

December 8, 2022
All times listed are in local time
Convene CityView
30 S. 17th St
Philadelphia, PA 19103 
This event has a fee
CAIA Philadelphia invites you to CFA Philadelphia's
Thirteenth Annual Private Wealth Management Conference

On December 8, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors today.

This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:

  • CIO Panel;
  • Supporting The Female Investor;
  • Investing In a Non-Zero Rate Environment;
  • M&A In Wealth Management;
  • Wealth and Estate Planning Techniques.

The event will be held at Convene CityView from 8:30 AM to 5:00 PM. Breakfast, lunch and refreshments will be served. A cocktail reception will be held immediately following the conference.

A number of corporate sponsorship are available. Click here to view the conference sponsor sheet.

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Convene CityView
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