1st Private Wealth Management Conference

CFA Society Greece is proud to present its first Private Wealth Management Conference, hosted in Athens Greece.

The Private Wealth Management Conference will bring together professionals from the Greek and international private wealth management industry to discuss trends and shifts in the industry, provide thought-leadership on pressing issues and connect asset managers with asset owners.

Who should attend

• Wealth managers and family office managers
• Asset owners and capital allocators
• Asset managers

Learning Objectives

• Gain a better understanding of the challenges that the private wealth management industry is facing in light of market trends
• Understand the tax, legal and regulatory implications that affect HNWI and family offices
• Get expert insight into the alternative investment market, from a private wealth perspective
• Recognize the growing importance of ESG and how this can affect the asset allocation in private wealth portfolios
  
  

PL Credits

This event qualifies for three (3) Professional Learning (PL) Credits. If you are a CFA Society Greece Member, the PL Credits for participating in the conference will be automatically recorded in your PL Diary.

See the Agenda and the Speakers

Sponsors
Gold Sponsor	Silver Sponsor	Media Sponsor
	Educational Partner	Supporter