8/31/2010
|
Positioning Yourself and Your Practice
| Speaker | Beverly D. Flaxington |
| Length | 42Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
7/6/2010
|
Asset Management Industry Update
| Speaker | Donald H. Putnam |
| Length | 30Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
7/6/2010
|
The Way Forward: Rebuilding the Financial Services Industry
| Speakers | John C. Bogle; Christopher C. Davis |
| Length | 55Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
4/30/2010
|
Effective Compliance for the (Really) Small Firm
| Speaker | Jeff Groves |
| Length | 1hr 2Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
4/30/2010
|
Emerging Trends for Family Offices
| Speaker | Thomas J. Handler |
| Length | 41Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
3/15/2010
|
Closing the Generation Gap
| Speakers | Sean Lawler; Allen Taylor |
| Length | 24Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
3/12/2010
|
The Leadership Edge: Winning through a Superior Culture
| Speaker | James W. Ware, CFA |
| Length | 47Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
Career Paths and Opportunities
| Speakers | Thomas S. Caldwell; Ira Gluskin; Brian Shaw, CFA |
| Length | 1hr 11Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
How to Replace Old School "Closing Techniques" with Real Conversations That Work
| Speaker | Chris Cummins |
| Length | 56Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
Improving Your On-the-Job Effectiveness and Efficiency
| Speaker | Malcolm Christie |
| Length | 30Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
Industry Presence
| Speaker | Terry Wray |
| Length | 28Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
Starting and Growing an Investment Management Practice
| Speakers | Howard J. Atkinson, CFA; Kim Shannon, CFA; Arthur Heinmaa, CFA |
| Length | 55Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
2/25/2010
|
Unique Networking Techniques
| Speaker | Chris Poole |
| Length | 27Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
1/29/2010
|
What Fiduciary Duty Means to Your Practice
| Speaker | Blaine Aikin, CFA |
| Length | 12Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
12/30/2009
|
Secrets of a Professional Resume Writer
| Speaker | Ross Macpherson |
| Length | 1hr 8Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
11/20/2009
|
Current M&A and Buy Out Market in Japan
| Speaker | Nobuo Sayama |
| Length | 40Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
11/13/2009
|
How to Have a Successful Interview
| Speaker | Edwin Sheffield |
| Length | 1hr 16Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
10/9/2009
|
Firm Management: Where Does Performance Fit?
| Speakers | Stephen Campisi, CFA; James Edmonds, CFA; Holly H. Miller |
| Length | 1hr 2Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
9/29/2009
|
Asset Owners vs. Asset Managers: Agency Costs and Corporate Governance
| Speaker | Mark J.P. Anson, CFA |
| Length | 41Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
8/26/2009
|
The Future of Financial Services: Where's the Value?
| Speaker | Daniel W. Latimore, CFA |
| Length | 32Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
8/25/2009
|
Ethical Leadership
| Speaker | James W. Ware, CFA |
| Length | 54Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
8/19/2009
|
Guiding Investors through Crisis: Perspectives from Behavioral Finance
| Speaker | Meir Statman |
| Length | 39Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
8/19/2009
|
Managing Geopolitical Risks
| Speaker | Marvin Zonis |
| Length | 58Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
6/11/2009
|
Career Management and Job Search Planning
| Speaker | Patty Buchek |
| Length | 1hr 11Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
6/7/2009
|
Managing through Chaos: Motivating Your Team during Difficult Times
| Speakers | Jim Dethmer; Jamie Ziegler |
| Length | 54Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
6/5/2009
|
Managing Your Career as You Manage Client Portfolios
| Speaker | Paul Olschwanger |
| Length | 42Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
5/26/2009
|
The Evolution of Financial Advisory Services in Today’s Market Environment
| Speaker | Maria Elena Lagomasino |
| Length | 52Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
5/6/2009
|
The Future of Financial Services: Where's the Value?
| Speaker | Daniel W. Latimore, CFA |
| Length | 47Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
3/10/2009
|
Firm Management: A Key to Selecting Managers
| Speakers | Christopher J. Brightman, CFA; Ted Seides, CFA; John Trammell; Jeffrey A. Weber |
| Length | 56Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
10/9/2008
|
Building Risk into the Investment Process
| Speaker | Lindsay Tomlinson, FSIP |
| Length | 43Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
5/27/2008
|
Nurturing Innovation in an Asset Management Firm
| Speaker | Blake R. Grossman |
| Length | 1hr 5Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
3/7/2008
|
Buying, Selling, and Valuing an Investment Management Practice
| Speakers | Michael Badham; Hugh Chasmar |
| Length | 57Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
10/31/2007
|
Thoughts on the Future of Investment Management
| Speaker | Charles D. Ellis, CFA |
| Length | 58Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
6/28/2007
|
The Art of Investment Leadership: Respect the Profession but Manage the Business
| Speaker | Michelle R. Seitz, CFA |
| Length | 1hr 1Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
12/20/2006
|
The Multi-Family Office: The U.S. Experience, The Canadian Opportunity
| Speaker | Joe Calabrese |
| Length | 46Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|
12/14/2006
|
Understanding and Managing Fiduciary Liability Risk
| Speaker | William Campbell Ries |
| Length | 1hr 6Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
11/30/2006
|
Integrated Wealth Management and The Family Office
| Speaker | Lisa Gray |
| Length | 1hr 38Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
11/22/2006
|
Integrated Wealth Management
| Speaker | Jean L.P. Brunel, CFA |
| Length | 1hr 12Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
11/22/2006
|
Panel Discussion—The Search for Relative Value
| Speakers | Dana M. Emery, CFA; Stephen L. Nesbitt; Tad Rivelle; Marc P. Seidner, CFA; William C. Stevens |
| Length | 44Min |
| Price (USD) | Members: FREECFA Program Candidates: $25.00 Standard Rate: $35.00 |
| Formats | |
|
Play
|
8/21/2006
|
Open Architecture: Redefining the Private Wealth Management Firm
| Speaker | Andrew J. Hutton, CFA |
| Length | 57Min |
| Price (USD) | Members: FREECFA Program Candidates: FREEStandard Rate: FREE |
| Formats | |
|
Play
|