ABA Trust keynote speakers.
Position | Marketing Edge - Calendar |
SUNDAY, FEBRUARY 29, 2004
4:15 - 5:15 PM General Session
Window on the Future: Emerging Imperatives for Trust and Wealth Managers
Michael Kostoff, Executive Director for Financial Services, The Corporate Executive Board
The last three years have created challenges for you, and your clients.... but good news, the sun is rising Hear results of the latest research, offering predictions on the direction of the trust and wealth management industry, enabling you to be better prepared to meet your clients' financial objectives
MONDAY, MARCH 1, 2004
10:00 - 11:00 AM General Session
The Achilles Heel of Money Management: Why Good Funds Don't Always Lead to Good Portfolios
Don Phillips, Managing Director, Morningstar
By better integrating security research, portfolio construction and market monitoring, you can control risk and create better outcomes for your clients. During this informative session, review the latest tools for analyzing portfolios that fuse technical and fundamental analysis.
TUESDAY, MARCH 2, 2004
8:45 - 9:45 AM General Session
The New Wealth Management Advisor: Shifting Trends from Investment Product Strategy to Comprehensive Wealth Management Advice
George W. Walper, Jr., President, Spectrem Group
Increasing investor sophistication, access to information and active involvement have combined to increase affluent client expectations of their...
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