The financial services industry is undergoing immense change. It is more important than ever for wealth managers to understand the current market environment and specific investment strategies to stay competitive. Wealth Management 2009 develops the skills and solutions for building effective wealth management plans, constructing state-of-the art portfolios, and maintaining strong client relationships.
In this package, Paul L. Kasriel speaks on recognizing the bottom of the financial crisis, government interventions, and whether investors should be positioned for deflation, inflation, or both. Thomas J. Pauloski discusses how market conditions may affect the relative attractiveness of various transfer strategies, specifically, grantor retained annuity trusts (GRATs). Jeffrey E. Horvitz presents an overview of the art market as an alternative investment. Lastly, Daniel S. Meader, CFA, discusses the impact of the credit crisis on the private equity business, how private equity investment strategies vary, and the necessary knowledge and strategies involved in successful private equity investing.