3:30–4:30 p.m.

Private Wealth Practitioner Networking: The Future of Wealth Managers

107 │ Level 1

Join this discussion of the future of CFA® charterholders in wealth management as we explore changing client needs, competitive positioning in markets with new entrants, and the likely profile of successful wealth managers of the future. You’ll hear a variety of perspectives and discuss these issues in small groups as you consider the future and forge new relationships with other wealth managers.