Wealth Management: Restoring Confidence and Returns
Arturo Bris

Objective
Since the 2008 financial crisis, wealth management has come under high scrutiny from investors, regulators and the press. Wealth Management: Restoring Confidence and Returns helps participants realize the value of effective wealth management, deal with the trust and ethical issues that have been heightened by the Madoff scandal, and understand the changes in financial regulations and the impact they will have for the wealth management industry.

Key Benefits
By participating in this program, you will:

  • Understand how the wealth management industry is structured and how it creates value
  • Learn how to use macro markets to improve wealth performance
  • Understand the different possibilities for asset allocation, their priorities, risks and returns

Accreditations
Amsterdam Institute of Finance is registered with CFA Institute as an Approved Provider of continuing education programs. This program is eligible for 19.5 CE credit hours as granted by CFA Institute. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary.

Who should attend?
Wealth Management: Restoring Confidence and Returns is designed for those who are seeking an advanced understanding of how private wealth can be effectively managed and what the different investment possibilities are with their respective risks and returns.

It is suitable for client relationship managers, independent advisors as well as private investors.

Faculty
Arturo Bris is Professor of Finance at IMD, Switzerland and academic advisor to several Spanish and international institutions on financial regulation. Before joining IMD, he was the Robert B. & Candice J. Haas Associate Professor of Corporate Finance at the Yale School of Management, where he twice received the Best Teacher Award.

For information about admission, please see our Practical Information.

Program Content

Day 1
The Wealth Management Industry

The Structure of the Wealth Management Industry

  • Funds of funds and fund feeders
  • Legal structures
  • Overview of the industry
  • Alternatives to wealth management
  • Restoring confidence after the crisis: learning from past mistakes

Understanding Macro Markets

  • Stock and bond markets
  • Exchange rates and currencies
  • The equity risk premium
  • Stock market predictors  / The stock market as predictor
  • Macro effects of recent bailout plans

 

Day 2
Strategic Asset Allocation

Portfolio Management

  • Strategic asset management
  • Tactical asset allocation
  • Derivatives in portfolio management
  • Equity investment alternatives

Related Topics

  • Pension fund management
  • Endowment management
  • Relationship with wealth management

Day 3
Non-Traditional Asset Classes

Overview of Non Traditional Asset Classes (NTACs)

  • Private equity
  • Real estate
  • Hedge funds

NTACs and Wealth Management

  • Size, development, structure of different NTAC market
  • Positive effect of NTAC in a portfolio context
  • Diversification aspects
  • Due diligence and portfolio construction

 

Dates & Fees
December 13 - 15, 2010
€3,600
 
(AIF programs are not subject to VAT)