312-251-1301 info@cfachicago.org

Event Detail

From Theory to Practice: New Tools in Private Wealth Management (Ended)

Date, Time, and Location:
Thursday, March 01, 2007 (add this event to your Outlook Calendar)
12 Noon
The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

From Theory to Practice: New Tools in Private Wealth Management

Hosted by the CFA Society of Chicago
Co-sponsored by the CFA Society of St. Louis and the Illinois Financial Planning Association (Illinois FPA)

Modern Portfolio Theory (MPT) offers the investment community a set of academic ideas such as investors looking at risk in terms of standard deviation over a long timeframe. However, in day-to-day practice, high net worth individuals may view risk in a short timeframe: retirement in ten years.

Given the evolution from MPT to Post MPT that is currently taking place, the CFA Chicago Education Advisory Group is pleased to present this half-day seminar, which will provide concepts to help the investment professional adapt to the changing landscape.

Presenters include:

Dr. Hersh Shefrin, Mario L. Belotti Professor of Finance, Leavey School of Business - Santa Clara University

Robert Gordon, President - Twenty-First Securities Corporation

David A. Handler, Partner - Kirkland & Ellis LLP

Peng Chen, Ph.D., CFA, President & CIO - Ibbotson Associates

Gordon B. Fowler, Jr., CIO and Sr. Vice President - The Glenmede Trust Company, N.A.

Michael Pompian, CFA, CFP, Director, Private Wealth - Hammond Associates

TIME:
Thursday, March 1, 2007
12:00 - 4:30 pm

LOCATION:
The Standard Club
320 S. Plymouth Court

CONFERENCE FEE:*
(cash, check and credit card only - NO FUNCTION TICKETS) - Includes conference and lunch

Members of CFA Chicago and Co-sponsoring Societies - $150
Student-Members - $75
Non-Members - $175

Register online below, or call 312-251-1301. Please note that you must choose between concurrent break out sessions at the time of registration. Space in each session is limited. See agenda below for details.

LUNCH-ONLY OPTION:
Dr. Hersh Shefrin - "Portfolio Management: The Dual Management of Psychological Needs and Financial Needs," 12:00 - 1:30 pm

Lunch-Only Fee:*
(cash, check and credit card only - NO FUNCTION TICKETS) - Includes lunch and Dr. Shefrin's presentation only

$50 - Members
$25 - Student-Members
$60 - Non-Members

Click here to register for lunch-only.

*We accept Visa, MasterCard, American Express and Diners Club.
**We require a credit card guarantee for ALL reservations.

Cancellations will be accepted until 5:00 pm, Wednesday, February 28. There is a $5 surcharge for walk-ins.

Eligible for 4 PD credit hours.

This Education seminar qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Agenda

11:30 am: Registration

12:00-1:30 pm: Lunch/General Session

Preliminary Remarks by Joseph C. Simpson, CFA - Gresham Partners, LLC; Co-Chair, Education Advisory Group - CFA Society of Chicago

Introduction by Jack A. Ablin, CFA, Executive Vice President, Chief Investment Officer - Harris N.A.

"Portfolio Management: The Dual Management of Psychological Needs and Financial Needs"
Keynote Speaker: Dr. Hersh Shefrin, Mario L. Belotti Professor of Finance, Leavey School of Business - Santa Clara University
1:30-1:45 pm: Break

1:45-2:35 pm: Concurrent Break-out Sessions
Introduction by Jack A. Ablin, CFA, Executive Vice President, Chief Investment Officer - Harris N.A.
"Investing with a Tax-Efficient Eye" - Robert Gordon, President - Twenty-First Securities Corporation

Introduction by Amy Barrett MBA, CFA, CFP - Savant Capital Management, Inc.
"Transferring Wealth with an RPM Income Trust" - David A. Handler, Partner - Kirkland & Ellis LLP
2:35-2:50 pm: Break

2:50-4:30 pm: Asset Allocation Panel
Moderated by Jack A. Ablin, CFA, Executive Vice President, Chief Investment Officer - Harris N.A.

"Asset Allocation and Human Capital" - Peng Chen, Ph.D., CFA, President & CIO - Ibbotson Associates
"Holistic Asset Allocation for Private Clients" - Gordon B. Fowler, Jr., CIO and Sr. Vice President - The Glenmede Trust Company, N.A.
"Behavioral Finance and Asset Allocation" - Michael Pompian, CFA, CFP, Director, Private Wealth - Hammond Associates

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.