While there is no magical Wall Street crystal ball, Connecticut investors will have the rare chance to learn from the most respected wealth managers in the industry. Four members of the CFA Institute are lending their expertise to the local chapter’s 2nd Annual “Putting Investors First” Conference and Networking event on Thursday, May 17th in Hartford. The CFA is a global not-for-profit association of investment professionals that distinguish themselves through their commitment to their clients and achievement of the highest distinction in the investment management profession.
“Our profession is responsible for managing trillions of dollars and growing wealth for investors around the world,” said John Fuller, CFA, president of CFA Society Hartford. ”This responsibility starts with putting clients first. Advisers will only earn the trust of their clients by being transparent about fees and performance and demonstrating their financial knowledge.”
The speakers’ presentations will cover everything from the role of technological tools when creating a strategy, to how human emotions affect investing. The half hour seminars will take place at The Hartford Club at 46 Prospect Street from 3:00-5:00 PM, followed by a social networking hour from 5:00-6:00. Refreshments will be served. Sessions include:
The Future of Wealth Management
Investors’ needs are changing and so are the tools and resources available to them. Bob Dannhauser, who directs the global private wealth management practice of CFA Institute, will review CFA research on how wealthy individuals and wealth management practitioners see the value of advice changing, and how their views diverge. Based in New York City, Dannhauser is responsible for content and programs that address the most relevant issues confronting private wealth practitioners and advocating for best practices that uphold fairness and integrity.
The Human Brain on Investing: Exploring How Emotions Influence Decision-Making
Returns are often thought of as a purely quantitative product of markets, risk, timing, or expertise. Christian Newton with Dimensional Fund Advisors Investment, explains that for investors, the emotional experience plays an equally important role. He offers a brief “user’s manual” of the brain and the how even objective ideas are subject to individual perception and how money may influence cognition. Employing live audience-participation experiments, the presentation focuses on a behavioral view of how markets function and the role of the media. It can produce new perspectives on the client experience, and in turn help everyone become better stewards of their own wealth and future.
Douglas Coté, CFA, is the chief market strategist at Voya Investment Management. He is also the senior portfolio manager and founder of the Voya Global Perspectives Funds and separately managed accounts, a group of global tactical asset allocation strategies. Doug delivers hands-on interpretations of the forces driving capital markets and effective ways to respond. Doug is regularly featured on Fox Business’ Mornings With Maria Bartiromo, Bloomberg TV’s In the Loop with Betty Liu, CNBC Squawk Box, and other media outlets. A recognized authority on trading cost, impact and timing risk, he coined the term “Honest EPS” as a way of identifying high quality stocks. He holds the Chartered Financial Analyst® designation.
Estate Plans and New Taxes
Attorney Alfred Casella from Murtha Cullina LLP will speak about Estate Planning Strategies and incorporate highlights from the new tax legislation. Alfred Casella’s practice includes estate administration, probate litigation and sophisticated estate planning.
Space is limited to the first 60 people, so register today at www.hartfordcfa.org. The cost is only $10 per person. CFA members can earn 2 CE educational credits for attending.