Houston Education Event:
Texas Wall Street Women & CFA Society Houston are pleased to present:
“Achieving Success as Women in Private Wealth Management”
Wednesday, September 15, 2010
La Colombe d’Or Mansion
3410 Montrose Blvd.
Houston, TX 77006
11:30– Registration
11:45pm – 1:00pm Presentation
Please join us for an enlightening discussion with women who are leaders in the private wealth industry including lessons learned, visions for the future and advice for following in their footsteps.
Panelists
Margaret Franklin,CFA Chairman
CFA Institute Board of Governors
President & CEO of Kinsale Private Wealth
Leah Bennett, CFA, Managing Director
King Investment Advisors
Carolyn Pope, Vice President
Neuberger Berman
Moderator
Kay Booth, CFA
CFA Institute Board of Governors
Former Managing Director and Vice Chairman of Global Research at J.P. Morgan
Note: Men are welcome to attend this event.
The cost for lunch is $38.50 per person. Please bring a check to the event. Please note that everyone on the RSVP list as of 9/11/10 will be responsible for payment whether or not they show up. If you are unable to attend at the last minute, you may send a replacement.
“Achieving Success as Women in Private Wealth Management”
Wednesday, September 15, 2010
La Colombe d’Or Mansion
3410 Montrose Blvd.
Houston, TX 77006
11:30– Registration
11:45pm – 1:00pm Presentation
Please join us for an enlightening discussion with women who are leaders in the private wealth industry including lessons learned, visions for the future and advice for following in their footsteps.
Panelists
Margaret Franklin,CFA Chairman
CFA Institute Board of Governors
President & CEO of Kinsale Private Wealth
Leah Bennett, CFA, Managing Director
King Investment Advisors
Carolyn Pope, Vice President
Neuberger Berman
Moderator
Kay Booth, CFA
CFA Institute Board of Governors
Former Managing Director and Vice Chairman of Global Research at J.P. Morgan
Note: Men are welcome to attend this event.
The cost for lunch is $38.50 per person. Please bring a check to the event. Please note that everyone on the RSVP list as of 9/11/10 will be responsible for payment whether or not they show up. If you are unable to attend at the last minute, you may send a replacement.