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FPA Philly & CFA Society Partner for 9th Annual High Net Worth and Private Wealth Conference
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When: Thursday, November 30, 2017
8:30 AM
Where: Cira Centre
2929 Arch Street
Philadelphia, PA  19104
Contact: Chris Stewart

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Please register now for the 9th Annual High Net Worth and Private Wealth Conference.

The following sessions have been approved for CFP CE credit:

  • Chief Investment Officer Panel
  • Is Globalization Stalling?
  • What Market Risks Aren't Getting Attention?
  • How to Initiate and Participate in the Most Important Client Conversations
  • Luncheon Keynote Speaker Dr. Jim Grubman
  • Income Opportunities Outside of Bonds
  • How Advisors Add Alpha
  • The Impact of Washington Policy on the Markets
  • The Professions' Need for More Women Advisors

Once again, FPA Philadelphia will partner with the CFA Society of Philadelphia (CFAP), to bring you a stellar conference.  This day-long event will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers.  

The conference includes breakfast, lunch, morning/afternoon coffee breaks, and a networking reception.   We expect approximately 175 investment professionals to attend, representing over 100 firms.

We are pleased to announce the conference Keynote Speakers for the conference:

Dr. Jim Grubman, Cambridge Advisors to Family Enterprise

Dr. Jim Grubman is a senior advisor and partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises.  Dr. Grubman is fellow at Cambridge Institute for Family Enterprise, a leading education and research institute dedicated to the significant issues family enterprises face.  Both organizations are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989.  It is devoted to helping families achieve multi-generational success for their families, enterprises, and financial wealth.

Jim Ware, CFA, Focus Consulting Group

James Ware, CFA, is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent.  James is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams.  A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, James is recognized for his insightful, inspiring and entertaining presentations.

Registration Fee:
FPA & CFA Members: $110
Non-Members:            $220

8:30 a.m. - 5:00 p.m.

Convene Cira Center
2929 Arch Street (adjacent to 30th Street Station)

 For more information please click here.

To register, please click here.






FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us