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The pipeline to the affluent

04:53 PM, Dec. 02, 2008
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Private Asset Management Events

 
Financial Events International – Family Office & Wealth Preservation Today 
Geneva, Switzerland December 10, 2008
 
Family Office & Wealth Preservation Today – December 10th 2008

This one day event will also analyze and provide total understanding on how an office investment depends on numerous strategic layers, especially:

· The advantages and the costs (investment commissions, honorary commissions, cost analysis) incurred by the used structure;
· The team that is running the office (staffing, recruitment process, keeping the family officers on board);
· The way that the office is run (Implementing governance by using a board of directors and advisors);
· The decision making structures during Crisis;
· The controls implemented (followed standards, autoregulation, benchmarks);
· The potential for a label for FO to be created by an association or an organization will also be discussed.

This conference aims to provide strategic knowledge to Family Offices and family Officers through a panel of experts having an extensive experience in managing / counseling Family Offices in a national and international scale. Private valuable studies will be unveiled through veteran family officers and advisers.

For any further information, please contact Laurent Plumet at 004122 310 92 50 or by email l.plumet@financial-events.ch

 
http://www.financial-events.ch/EB-FO-Geneva-December08.html  
 
 
Finance IQ, 4th ETF and Indexing Assembly 
New York, NY January 28, 2009 - January 29, 2009
 

Finance IQ's 4th ETF and Indexing Assembly conference creates dynamic forum for learning and networking; bringing together leading industry insiders to debate the most pressing market issues:
-Become a better investor: access well built indices
-Gain insight into promising, and not so promising, new ETF products
-Prepare for consolidation in the market while avoiding excessive costs and taxes

Speakers:
Lloyd Raines, First Vice President, RBC Wealth Management
Marvin Appel, CEO, Appel Asset Management Corp.
Joseph Witthohn, CFA, Director of ETF Research, Janney Montgomery Scott LLC
Ted Theodore, CFA, Chairman & Chief Investment Officer, Avatar Associates
Herb Morgan, CIO, Efficient Market Advisors LLC

www.iqpc.com/us/etf

 
http://www.iqpc.com/ShowEvent.aspx?id=138738  
 
 
Opal Financial Group, Global Asset Allocation Summit 
Carlsbad, CA February 1, 2009 - February 2, 2009
 

 

 
www.opalgroup.net/trk/gaasb0917.html  
 
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