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SUMMARY:The Wealth Allocation Framework
DESCRIPTION:A Special Event with Ashvin Chhabra\, a pioneer in Goals-Based Investing and CIO of Euclidean Capital \n\n\n\nAshvin Chhabra’s is perhaps the world’s pre-eminent thinker on how to structure investments to match goals. His Wealth Allocation Framework took the private wealth industry by storm nearly a quarter century ago and is now best practice at most major firms. For the first time ever\, CFALA members and friends can hear directly from him how the framework can revolutionize their own allocation process\, along with implementation details. As Chief Investment Officer of one of the largest family offices in the world\, James Simon’s (Renaissance Technologies) Euclidian Capital\, Dr. Chhabra will also discuss his view on the opportunities and challenges facing allocators today.
URL:https://cfanorthcarolina.org/event/the-wealth-management-framework/
CATEGORIES:Webinar
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