This conference is offered by CFA Institute and hosted by the CFA Society of Atlanta. It runs from 7am Tuesday through 12:30pm Wednesday. Please register through the CFA Institute.

To stay competitive, wealth managers and advisers must develop skills and solutions to successfully serve their clients in this rapidly growing segment. Wealth Management 2008 offers participants an opportunity to stay current with best practices and innovative thinking necessary for successfully maintaining client relationships and expectations. Join moderator Thomas J. Boczar, CFA, of Twenty-First Securities Corporation and top thought leaders in the industry for a series of unbiased, educational sessions that explore and examine new investment strategies, decumulation strategies, and asset allocation ideas, including the use of behavioral finance and exchange-traded funds. By offering a variety of highly applicable topics, this conference uniquely speaks to a wide audience — from the ultra-high-net worth manager and the family office professional to professionals serving a broader private client audience.

SPACE IS LIMITED. REGISTER NOW.
FOR MORE INFORMATION AND TO REGISTER ONLINE, PLEASE VISIT WWW.CFAINSTITUTE.ORG/CONFERENCES OR CALL (800) 247-8132 (TOLL-FREE, USA AND CANADA) OR +1 (434) 951-5500 (OUTSIDE USA AND CANADA)  Link

• Asset Allocation and Wealth Mobility. Ashvin Chhabra, Chief Investment Officer, Institute for Advanced Study
• Optimizing Withdrawal Strategies in Retirement. Sandeep Singh, CFA, Professor, State University of New York, Brockport
• Countries and Culture in Behavioral Finance. Meir Statman, Glenn Klimek Professor of Finance, Santa Clara University
• Alternative Strategies in Tax-Exempt Fixed Income. Ralph G. Norton, Director of Research, Fortigent
• What You Should Know about Socially Responsible Investing (SRI). Christopher Geczy, Associate Professor of Finance, The Wharton School
• Client Strategies for Concentrated Stock Positions. Brad Berggren, Managing Director/CEO, Parametric Risk Advisors, LLC
• Retirement Income Redesigned: Master Plans for Distribution. Harold Evensky, President, Evensky and Katz
• The Case for Longevity Annuities. Jason Scott, Managing Director, Retiree Research Center, Financial Engines
• Opportunities and Risks in Exchange-Traded Funds (ETFs). Mark Armbruster, CFA, Chief Investment Officer, Alesco Advisors
• Investor Protection From the Perspective of an Investors' Rights Attorney (Or How Our Clients May Be Looking at Us). Chris Vernon, Partner, Vernon, Mancini, & Healy
• Risks and Challenges in the Alternative Asset Allocation Decision, Randall P. Lert, Chief Portfolio Strategist, Russell Investments