Mercredi 21 Mars 2007

Investment Strategies for Private Clients


The conference, which will travel to four locations in Europe, features experts who will discuss investment strategies for serving private clients. Topics to be discussed include asset allocation and the use of hedge funds, life-cycle investment products, and a comprehensive wealth allocation framework for individual investors.


  • Zvi Bodie, Norman and Adele Barron Professor of Management, Boston University:
    "The Next Generation of Life-Cycle Investment Products"
  • Eric Bissonnier, CFA, Chief Investment Officer, EIM S.A.:
    "Asset Allocation and the Use of Hedge Funds"
  • Kristoffer Jonsson, Head of Strategy and Business Development, Merrill Lynch Bank (Suisse) S.A.:
    "Beyond Modern Portfolio Theory: A Comprehensive Wealth Allocation Framework for Individual Investors"



Organisé par :
Swiss CFA Society Grafenauweg 10 6304 Zug Phone: +41 (0) 41 724 65 65 and CFA Institute 560 Ray C. Hunt Dr. Charlottesville, VA 22903-2981 USA

Plan d'accès

Société de Lecture , 11 Grand Rue, 1204 Genève