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Elizabeth Nesvold - State of the Wealth Management Industry
February 27, 2008
12:00 AM - 12:00 AM
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103 West
103 West Paces Ferry Road
Atlanta, GA
Directions
Following last year's multi-billion dollar mergers, the wealth management business remains at the forefront of changes sweeping the asset management industry. Current competitors have been consolidating to achieve greater economies of scale, faced with pressure on fees and rising compliance costs. New market entrants, meanwhile, enticed by the "stickiness" of client assets and the burgeoning wealth of baby boomer retirees, have ratcheted up the competition. And at the feet of the asset-manager giants now dance a host of new boutique firms offering to manage an open platform of external money managers. To help make sense of the changing dynamic, Ms. Nesvold will offer a timely look at trends, challenges, and opportunities in wealth management and the recent convergence of the alternative players and their bid to gain entry into this space.
Speaker: Elizabeth Nesvold
Liz is also a frequent speaker at industry conferences and seminars, and has authored several articles, including How to Make Money in Wealth Management, Trust & Estates Magazine, and How to Sell the Family Business (without Losing Your Sanity), Private Wealth Management. Liz earned a Bachelor of Arts in Political Science with a minor in Economics from Binghamton University and an MBA in Finance, with high honors, from Fordham University Graduate School of Business.
Documents
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354
