For Investment and Wealth Management Professionals
The Center offers Quarterly Advisory Committee Meetings and Lecture events throughout the year, including meetings, panels and receptions.
 The Center for Investment and Wealth Management is also committed to the development of a series of short executive programs that will efficiently address topics critical to current practitioners, which will ultimately be coordinated in the offering of a certificate for those who complete a specified program of study. These are presented on a quarterly basis directly after our Board Meeting.
Conferences and other forums of direct benefit and on topics of intense interest to the relevant community will be forthcoming, as will publications and research. We intend to develop at least one conference each year that will bring together experts to address the key current issues. Potential areas of interest for conferences and presentations could include:
- Discussions of investment strategies and objectives
- Clarification of appropriate investment strategies and parameters based on family dynamics and market factors
- Risk management
- Valuation methods to estimate the worth of a business and psychological aspects of family dynamics.
If you are interested in attending one of these quarterly programs as a guest of the Center and its Board, please contact our office at 949.824.3066.
|