Speaking Engagement Recap
April 15 - 17, 2019
The Aging Population & Its Impact on the Investment Management Industry
Ascendant Compliance Conference
David Porteous will discuss the challenges faced by the investment management industry due to an aging population. Topics will include regulatory guidance, policies and procedures, considerations, and ways to surveille portfolio accounts of senior clients.
Loews Miami Beach Hotel
1601 Collins Ave
Miami Beach, FL 33139