How Do You Practice Wealth Management: The 2024 Peer to Peer Masterclass
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JUL
17
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A Wealth Management Advisory Council Sponsored Event
For this Peer-to-Peer Attendees should expect an open, non-judgmental environment to discuss the challenges of being a wealth manager. Join us as we take a more intimate approach to the practices and decisions you make as wealth managers. At each roundtable you, as an attendee, speak directly to your peers about topics relating to the practice of wealth management. Share your thoughts and experiences and ask the questions you want answered in smaller groups. We expect a mix of knowledge levels so if you are less comfortable sharing there will be many opportunities to listen and learn. Each table will have a conversation starter to promote sharing and keep the group on topic. That said, at most tables, we encourage our most experienced CFA colleagues to attend, dive in, and help drive the content. Join the discussion that seeks to be directly applicable and practical to your business as a wealth manager.
Be assured, this Wealth Management Excellence Summit - as always - welcomes all knowledge levels as we push to help newer and experienced practitioners alike to “bend the curve” of wealth management knowledge.
Please join us!!! When you register, or when polled via email, you will have a chance to rank your preferences among the topics. We try our best to provide everyone a chance to discuss two of your top four topics. The topics to choose from are:
- Investments - Asset Allocation
- Investments – Equities / Factor Investing
- Investments – Fixed Income
- Investments – Alternatives of all stripes
- Planning - Trusts and Estates
- Planning – Retirement
- Practice Management - Business Development / Retention
- Practice Management - Client Communication & Behavior
- Practice Management – Personal Branding
- Practice Management – Fees / Service Levels / Operations
CONVERSATION STARTERS
Amy Born, CFA, CFP, CIMA | Amy has over 20 years of financial industry experience. Prior to joining SVB Private, Amy was a wealth advisor at Boston Private Wealth (acquired by SVB), Acacia Wealth Advisors – HighTower in Beverly Hills, Stone Carlie Wealth Advisors in St. Louis and Ernst & Young’s Personal Financial Counseling practice in both St. Louis and Los Angeles. Amy frequently volunteers her time providing financial advice to low-income families in the Los Angeles area. She also received the 2018 Pro Bono Award by Financial Planning magazine and Foundation for Financial Planning for her work with Habitat for Humanity of Greater Los Angeles. She is a graduate of San Diego State University, where she received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services. She holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), and Certified Investment Management Analyst (CIMA) designations.
Yves-Marc Courtines, CFA, CFP, EA | is the founder of Boundless Advice, easing the burden of complex financial chores for clients so they can re-focus on excelling at work, enjoying time with family and friends, and pursuing an active lifestyle of sport and travel. Specialty solutions for clients with wealth concentrated in stock options or their privately held business. Prior to founding Boundless Advice, Yves-Marc’s had successful Wall Street and Main Street careers as an investment banker and mortgage banker, respectively. Firms included DLJ/Credit Suisse, ROTH Capital/Argyle Street Management and NY Mortgage Co. Mr. Courtines is a graduate of Georgetown University, is a CFA charterholder, a CERTIFIED FINANCIAL PLANNER™ certificant and an Enrolled Agent. He chairs the popular Wealth Management Excellence Summits for CFA Society Los Angeles. A reformed New Yorker, Yves-Marc lives in southern California with his wife and young daughter, who indulge his running, cycling and overseas travel addictions as much as they can.
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John DeFonso, CFA, CPWA | John has been in the wealth advisory business for over 20 years providing advice, investment management, and planning. John is a Chartered Financial Analyst charterholder and is also a Certified Private Wealth Advisor designee. John serves on the Wealth Management Advisory Board and the FinTech Advisory Board for the 2400 member CFA Society of Los Angeles. He is also a member of the Wealth Management League an invitation only, idea sharing, wealth management network. John earned his BS in Economics from the Wharton School of the University of Pennsylvania. He enjoys traveling, having visited 50+ countries, golfing, skiing, and backcountry hiking. He and his wife are sometimes proud parents of two usually good children.
Terri Spath, CFA, CFP | Terri Spath, CFA, is the founder and CIO of Zuma Wealth LLC, a wealth management firm focused on customized financial solutions for smart, sophisticated women. Over the past two decades of bull and bear markets, Terri served as CIO at Sierra Investments, Deputy CIO for Mercer Advisors and Portfolio Manager at Franklin Templeton Investments.
A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple.
Her real-world expertise is rooted in a suite of top credentials: the CFA charter, the CFP certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan.
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Registration Fees |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Free Parking
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
John DeFonso, CFA, CPWA
Yves-Marc Courtines, CFA, CFP, EA
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CFA Society Los Angeles has determined that this program qualifies for 1.5 PL credit hours, under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
