TORONTO, April 26, 2013 (GLOBE NEWSWIRE) -- The world of private wealth is changing daily and for those in Private Wealth Management this means adaptation in order to succeed. From managing the expectations to addressing concerns from baby boomer clients about their retirement woes, CFA Society Toronto's 2013 Annual Wealth Management Conference draws on the CFA Institute Private Wealth Management Body of Knowledge highlighting best practices for prosperity.
Media passes for partial and full conference available on request.
When: Wednesday May 1, 2013
Thursday May 2, 2013
Where: Ivey ING Leadership Centre – Amp 2
130 King Street West, Ground Floor
Toronto, ON
Speakers Schedule:
Day 1:
8:30 AM – 10:00 AM Wealth Management – Who is Winning & Why
Raj Kothari, Managing Partner, Greater Toronto area and National Leader Asset Management Industry, PricewaterhouseCoopers LLP (PwC), Canada
10:30 AM - 12:00 PM Digital/Social Platforms and Your Private Wealth Practice – How and Why
April J. Rudin, Founder and President, The Rudin Group
1:00 PM – 2:30 PM Winning with Clients, What they Need and Expect from You
Judi Cunningham, Executive Director Business Families Centre at Sauder School of Business
2:45 PM – 4:15 PM Winning (OK – Not Losing More than We Should) With the Tax Man
Tim Cestnick, President, WaterStreet Family Offices
Day 2:
8:30 AM – 10:00 AM Optimal Savings and Investment Decisions for Accumulating Assets
David Blanchett, CFP®, CFA Head of Retirement Research, Morningstar Investment Management
10:30 AM – 12:00 PM Protecting The Boomers' Savings from Going Bust: What Advisors are Missing During the Decumlation Phase
D. Don Ezra. B.Sc., MA, FIA, Co-Chair Global Consulting, Russell Investments
Full speaker biographies are available on our website:
Media passes
Interviews will be granted depending on availability and by appointment only. Limited space is available for journalists who wish to attend the entire conference. To reserve a media pass, please contact:
Dawn Wong
CFA Society Toronto
416-366-5755 X 226
E-mail: dawn.wong@cfatoronto.ca
About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,000 CFA charterholders in Toronto, making it the second largest CFA Society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to www.cfatoronto.ca.