With regulations updating constantly, there is always a new insight to be discovered when you're diligently trying to staying ahead of the curve in portfolio management, inter-generational issues, as well as many other key topics in wealth management today.
American Leaders' Wealth Management 2013 consists of:
A Workshop targeted towards Family Dynamics and portfolio management
Innovative Case Study on Impact Investing and methods
Strategies to inspire critical thinking and idea sharing
Join experts from:
Wells Fargo
US Bank
UBS
Various top banking institutions and wealth and investment management firms
Be involved because:
Understand current issues within the industry
In-depth look at regulatory and market changes
Develop a unique approach to critical issues in portfolio management
