What does it mean to put your clients’ interests first and what are the implications for our profession? We seek to explore that topic at our upcoming half day conference on April 19th at the Grand Hyatt Buckhead, and we truly hope you join us and our sponsor partners for the discussion. We are thrilled to have the CAIA Association, Georgia Securities Association, Southeastern Hedge Fund Association, and the National Association of Securities Professionals sponsor the event again this year. Additionally, we are excited to welcome and extend this event invitation to the CFA Society of South Carolina.
The underlying principles of the initiative are for investment professionals to build better relationships with clients and investors, improve the bottom line of the firm’s business, and benefit society. Fulfilling this mandate begins with you and all society members in order to build awareness and promote action. We have a number of exciting speakers and panelists leading discussions across a number of topics:
The future state of the investment profession;
Macro factors that will impact our profession;
Developments in financial technology;
Demographic considerations for serving different client segments;
Alternative investments and long-horizon investing.
More information on our speakers, session descriptions, and event agenda can be found here. If you’re unable to attend the entire conference, we certainly hope you consider attending at least a portion of it since there are a number of sessions tailored to different industry participants. We look forward to your involvement on April 19th with this important topic. Approved for 5 hrs of PD & CFP credit. Breakfast & Lunch Served.
Adapt governance or incentive-related business practices so they align with and support putting the client first. Action: Adopt the CFA Institute Asset Manager Code
Focus on assessing and understanding your clients' needs and goals. Action: Incorporate the Integrity List into your practice and raise awareness of it within your organization
Annual Appreciation Affair | Cocktail Party
May 04, 2017 from 5:30 PM to 8:30 PM | Advanced Registration Required
We appreciate the confidence you have shown the ASFIP Foundation as we, LEARN + GROW + SUCCEED