Investment Management School
May 5-9, 2008
Hilton Pearl River
Pearl River, New York
Information /
Registration
- pdf
Online Registration
As private
clients build their wealth and seek more sophisticated investment
choices, it becomes more critical than ever to ensure your staff has a
solid foundation in investment practices and an awareness of the latest
in investment products. The Investment Management School is
designed to engage participants in a discussion of portfolio management
techniques, the investment decision-making process, and current issues
in asset management. Students will benefit in many ways:
-
Deeper
knowledge of fundamental investment concepts.
-
Insights into
constructing portfolios to meet the needs of a diverse client base.
-
A fuller
understanding of the principles and responsibilities of trust investing.
-
Increased
confidence in selling investment management services and maintaining
strong client relationships.
The school is
designed for portfolio managers and assistants, relationship managers,
trust administrators, and business development officers on the private
clients side of the wealth management business. Students typically
have from one to five years of investment experience, and should have a
basic understanding of investment terminology.
For more information, please contact:
|
Elisa Legg
Senior Vice President, Professional Development
(212) 297-1679
elegg@nyba.com |
|
