In the current environment clients expect more from us. Given the increased competition in dealing with private clients all of us need to work harder to demonstrate our value to them. The focus of this conference will be to give you additional tools to use in enhancing your clients experience and ensuring they understand the value of your advice.
Committee: Private Client
- Private client industry trends
- How to engage the next generation
- Best practises in dealing with elderly clients
- Understanding the mind set of small business owners
- Estate planning for private clients
- And more!
- How to continuously remind your clients of your value
- What it takes to be successful in a super competitive industry
Registration & Networking Breakfast
The Wealth Manager of the Future: CFA Institute and Changing Values in Private Wealth Management
Speaker: Bob Dannhauser, CFA, Head, Global Private Wealth Management, CFA Institute
Wealth Management isn't getting any simpler: new industry entrants, changing client perceptions of the value proposition offered by providers, and disruptive technology all suggest that demands on wealth management professionals will be changing in the coming years. Drawing on recent surveys of both practitioners and investors, Bob will offer a view of the future of the profession and the initiatives underway at CFA Institute to keep practitioners at the leading edge of practice.
Industry Trends and Demonstrating Value to Clients
Speaker: Keith Sjögren, Managing Director, Consulting, Strategic Insight
Keith will talk about the general trends in the industry and provide some insight on how industry leaders continue to demonstrate value to their clients.
Networking & Coffee Break
Tips from an Entrepreneur: How to Find Us and How to Build Your Business
Speaker: Barbara B. Roberts, Entrepreneur in Residence, Columbia Business School; Chair, Tiger21
Barbara will discuss what wealth professionals need to know about entrepreneurs including how to find them, how to talk to them, and how to develop them as clients. Barbara will also address how to build and facilitate entrepreneurship and innovation in the culture of your firm.
The New Wealth Manager
Moderator: Bob Dannhauser, CFA, Head, Global Private Wealth Management, CFA Institute
Jean Brunel, Managing Principle, Brunel Associates LLC
Peter Keuls, MBA, Partner, Global Head Wealth Management, McLagan
Lisa Applegath, Portfolio Manager - Investment Advisor, The Applegath Group, CIBC Wood Gundy
The CFA Institute Private Wealth Management Forum is a series of convening events intended to explore three dimensions of change in the wealth management profession: technology, regulation, and human capital. In the next 5 years, the profile of an effective wealth manager is likely to change. In this session, we will explore what skills existing practitioners will need to acquire or hone to compete effectively, and discuss how new entrants to the profession might present a different profile than what we look for in new hires today. Practitioners will develop an understanding for the strategic implications of changing human capital requirements for their advisory practices so that they can begin to develop plans for proper management of their staff.
Networking Buffet Lunch
Dealing With Changing Demographics
Speaker: Dr. Kenneth Shulman, Sunnybrook Health Sciences Centre, University of Toronto
Many of your clients made be seniors and over time you may be forced to consider the cognitive capabilities of these clients at some point in time. This assessment is normally well beyond the capabilities of financial advisors. Understanding what the warning signs are can help you to do the right thing for your client.
The Process of Evaluating and Assessing Client Risk
Speaker: John Grable, Professor and Athletic Association Endowed Professor of Financial Planning
Department of Financial Planning, Housing and Consumer Economics University of Georgia"
A key element of the successful implementation of an investment strategy involves the valid assessment and evaluation of a client’s risk attitude. Dr. Grable will provide a conceptual structure and process for evaluating client risk which incorporates both risk capacity and preference. He will also review and clarify terminology surrounding risk profiles, risk tolerance and risk taking.
Networking and Coffee Break
Preparing the Next Generation for Wealth?
Moderator: Randy Gunn, CFA, Vice President Wealth Director, BNY Mellon Wealth Management, Advisory Services
Chantal Copithorn, Senior Manager Tax, PWC Canada
Susan Fulford, Chief Legacy Officer, Dynamic Legacy Inc.
Tom McCullough, Chairman and CEO, Northwood Family Office
This interactive session will explore strategies for connecting with the next generation and how best to prepare them for the wealth that they are going to receive.
Tax Efficient Wealth Management
Speaker: Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC
Proper tax planning is a key component of an integrated wealth management practice. Taxes represent a significant cost to our clients and we need to be sure we are doing all we can to minimize the impact that taxes have on building and maintaining client wealth. Jamie will review various tax & estate planning strategies, including Registered Plan prioritization (RRSP, TFSA, RESP, RDSP), corporate/holdco investing, HNW life insurance strategies and estate planning, including tax-efficient intergenerational wealth transfer, among other strategies.
WHO SHOULD ATTEND
The Wealth Conference is held annually to meet the unique practice needs of members in private wealth management. Due to the wide diversity among private wealth practices, this conference is geared towards a broad audience from financial advisors to family offices, with a wide spectrum of client wealth.
Society Member Discounts
CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program
Eligible for 6 CFA Institute CE credit hours
May be eligible for CE credits to maintain CFP® certification
Information on withdrawals, cancellations, and/or refunds can be found here.
By registering for this event you are acknowledging that you have read our Policies.
Platinum Corporate Sponsor
Gold Corporate Sponsors