PFP18NL04
Lunch & Learn: Practical Issues in Portfolio Management
Date
June 13, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
This includes sessions from AICPA ENGAGE 2018:
This interactive seminar will focus on a number of practical issues in managing private client portfolios. Topics discussed will include the use of human capital to determine an asset mix, the potential asset liquidity risk with the use of private equity and alternative investments and how to design the customized solutions to properly reflect the complexities of each private client. The seminar will be a format of discussion based on questions. Audience size will be limited to encourage an active dialogue with all seminar participants.
Pre-registration is required for these lunch sessions – seats are limited.
Speakers
Managing Director, Hanover Private Client Corporation
Lauren Minch, CPA, CFA, CGMA
Co-Founder and Partner, LMD & Associates (LMD)
General
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