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Speaking Engagement Recap
April 15 - 17, 2019

The Aging Population & Its Impact on the Investment Management Industry

Ascendant Compliance Conference

Overview

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.

Location

Loews Miami Beach Hotel
1601 Collins Ave
Miami Beach, FL 33139

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