First Annual High Net Worth/Family Office Symposium

• CFA Society of Philadelphia

Enjoy a quality program addressing topics such as New Science of Private Client Psychology…What is wrong with the tools we use and how to fix them…Manager due diligence and selection… Tracking what you own and how it's doing… Asset Allocation…Where can high net worth investors turn for information?... Single family office… Multi-family office panel… CFA Institute and wealth management.

And including representatives from BBR, Family Office Metrics, FOX, Graycourt, Hawthorn, Hirtle Callaghan, Investor Analytics, Northfield, Pitcairn, Raylign, The Vanguard Group, Veritable, Wilmington Trust, family office representatives and more!

Limited seating available. Reserve your seat today.

CFAP Members and Family Office Representatives: $100
Non-members: $175