312-251-1301 info@cfachicago.org

Event Detail

Wealth Management 2009 (Ended)

Date, Time, and Location:
Wednesday, March 25, 2009 (add this event to your Outlook Calendar)
7:00 am
Hyatt Regency Chicago, 151 East Wacker Drive, Chicago, IL  60601   (Driving Directions)

Presented by CFA Institute
Hosted by the CFA Society of Chicago

The financial services industry is undergoing immense change. It is more important than ever for wealth managers to understand the current market environment and specific investment strategies to stay competitive.

Join us at this unique time as we:

  • Contemplate what it takes to manage a successful independent practice
  • Analyze non-traditional asset classes like art and private equity
  • Identify simple ways to communicate credit crisis fundamentals to clients
  • Listen to new perspectives on tax-efficient strategies and global estate planning
  • Examine implications of the credit crisis for the broader economy

Date and Location:
25-26 March 2009
Hyatt Regency Chicago
151 East Wacker Drive
Chicago, IL 60601
(312) 565-1234

Who Should Attend:

Private client portfolio managers
Private client relationship managers
Investment advisers (RIA)
Family office professionals
Financial planners
Private bankers
Chief investment officers


Early Bird Conference Fee (by February 25th): $850
After February 25th: $1050

*NOTE: You must enter promotional code WMEB-09 upon registration to receive a $200 discount off of the above fees. CFA Chicago members will automatically receive a 10% discount in addition to all other discounts. The CFA Institute online registration system will recognize CFA Chicago members and apply this discount (no additional code is required for this).

To register, please click here.

NOTE: All registrations are directly through CFA Institute. (CFA Chicago is not taking registrations for this event). For more information, please call (800) 247-8132 or (434) 951-5500 or e-mail: programs@cfainstitute.org

For details regarding speakers' and the full agenda schedule, please click here.

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.