Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Private Wealth Management Group Meeting

Wednesday, May 12 | 6:00 PM - 7:30 PM

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Group Description

The Private Wealth Management Thought Leadership Group in collaboration with CFA Society San Francisco 

Discussion Topic: Creating More Value for Taxable Investors:  Help your Clients Compete on an Unequal Playing Field

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFANY members who manage assets for individuals and for themselves.  Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY.  Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership.   We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.


Guest Speaker

Stuart E. Lucas, CFA, Co-Managing Partner and Chief Investment Officer, Wealth Strategist Partners, LLC 

Stuart is founder, Co-Managing Partner and Chief Investment Officer of Wealth Strategist Partners.  WSP are investment, wealth and family business advisors to a select group of large complex family enterprises. WSP is the successor to his family’s investment platform, formed following the sale of Carnation Company, the business founded by his great-grandfather. The family remains a client of WSP.

Stuart has been an investment professional for over 35 years and serves as WSP’s CIO. In addition to his duties with WSP, Stuart is immediate past Chairman of the Investment Committee of National Public Radio and is a board member of the National Public Radio Foundation. He is Vice Chairman of the Board and co-leads the Investment Committee of the Stuart Foundation, a California-based foundation. Read more

A message from our guest speaker:
I would like to offer you access to a free chapter of my new book The Taxable Investor’s Manifesto (Wiley) – link below.  The book is intended for every investor with taxable wealth and every advisor who serves them.  It guides readers through a series of related topics, seeking to bring clarity to complexity with an economy of words and to provide valuable and actionable. The Manifesto folds tax and estate planning incentives into investment strategy in ways that can add profound value to actual results over a lifetime, and beyond.
If you enjoy the introductory chapter accessible just below, I hope you will consider reading The Manifesto in its totality. Feel free to share this with friends, colleagues and clients who may benefit from its content.  
Download a FREE chapter below: