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Boston Member Meeting

Boston Regional Meeting October 2019

10/17/2019
When: Thursday October 17, 2019
10:00 - 4:00
Where: Seaport Hotel
200 Seaport Blvd
Boston, Massachusetts  02210
United States
Contact: Jennifer Litchfield
888-241-6881


Online registration is closed.
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Attendees may arrive beginning at 9:30am for registration and networking.  The event will run from 10am-4pm and include:

  • General Sessions
  • Breakout Sessions
  • Lunch + Exhibitors in THE EXCHANGE
  • Break in THE EXCHANGE with Sponsor Exhibitors
  • Networking Reception

Presentations to include:

 

Rick Bensignor: What is Behavioral Finance Theory, and What Wealth Managers are Missing Out on if They Don't Incorporate it Into Their Ongoing Client Conversations?

 

Kim CashGIPS Compliance – What’s Ahead, Benefits, & Best Practices, including documentation & project management tips and portfolio accounting system workarounds for common challenges.

Experience for yourself why The Exchange is the premier forum for the wealth and investment management industries!

 

We will be hosting a reception immediately following the meeting. Please plan to stay and join us to continue the conversation.

 

Agenda


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