Lunch and Presentation
Guest Speaker; Bob Dannhauser, CFA CFA Head Global Private Wealth Management
About the talk: Wealth management is changing – and practitioners need to change too to keep up with client preferences and values and a competitive landscape. Bob Dannhauser will present findings from market research conducted by CFA Institute in 2018 that examined how high net worth investors select wealth advisors, and how wealth managers are positioning themselves to thrive in a dynamic marketplace.