Event
Calgary CFA Society's Private Wealth Management Conference: Strategies for a Volatile World
June 27-28, 2007 · Calgary TELUS Convention Centre—Calgary, Alberta, Canada
Scott Welch, Wednesday, June 27, 2007, 11:30 a.m.
Consulting to the Ultra Affluent
- How do you provide the right solution – platform, process and people
- Investment and asset allocation trends
- The competitive landscape & practice management trends
- Commoditization, differentiation, and market segmentation
For more information, please visit Calgary CFA Society at
www.calgarycfasociety.com
