June 27 and 28, 2007

Calgary TELUS Convention Centre

The Calgary CFA Society is pleased to announce it will be hosting the 2nd Private Wealth Management Conference on June 27 and 28, 2007 in beautiful Calgary, Alberta. Calgary is the core of the financial industry for Western Canada. It is also located just an hour and a half from Banff, one of Canada’s most popular tourist destination.

Topics Will Include

• Investment Climate for High Net Worth Investors
• Tax-Effective Investing
• Managing a Firm Catering to High Net Worth Investors
• Issues in Success Planning
• Using Alternative Investments in Private Client Portfolios
• Global Issues Affecting the Asset Management Industry Today
• Behavioral Investing: The Psychology of Money
• The Changing High Net Worth Demographic
• Importance of Philanthropy and Planned Giving
• Tax and Estate Planning

Our keynote speakers include:

• Charles Ellis, Director, Greenwich Associates, Connecticut
• Dan diBartolomeo, President, Northfield Information Services, Boston
• John Mauldin, President, Millennium Wave Investments, Arlington, Texas
• Jason Hsu, Ph.D., Director, Research & Investment Management, Research Affiliates, Pasadena
• Scott Welch, Senior Managing Director, Fortigent, Washington, DC
• John Nofsinger, Associate Professor, Washington State University, Spokane

More details along with a full conference brochure will be available soon.

Sponsorship Opportunities

We are also currently seeking sponsors for this exciting conference. If you are interested in being a sponsor, please contact Debbie Kunert at admin@calgarycfasociety.com or 403.240.2929 for a sponsorship package.