Committee Meeting, Free for Members, Group Meeting, Interest Group, Interest Group Meetings, Private Wealth Management, Virtual Events & Programming

Private Wealth Management Group Meeting

May 12, 2021 | 6:00 PM - 7:30 PM

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The Private Wealth Management Thought Leadership Group in collaboration with CFA Society San Francisco 

Overview

Discussion Topic: Creating More Value for Taxable Investors:  Help your Clients Compete on an Unequal Playing Field

Now more than ever before, taxable investors need to think differently.  This presentation and discussion will explore the unique challenges and opportunities faced by taxable investors and their advisors.  The session will examine:

  • Same playing field, different rules; how taxable investors can compete for returns in an institutional led market
  • Evaluating investment opportunities through an after-tax lens: a taxable investor may need a 12.9% gross return to match a tax-exempt investor’s 7.8% return
  • The intersection of tax, estate and investment planning; integrated investment strategies that capture multiple forms of alpha
Private Wealth Management Group

Guest Speaker

Stuart E. Lucas, CFA, Co-Managing Partner and Chief Investment Officer, Wealth Strategist Partners, LLC 

Stuart is founder, Co-Managing Partner and Chief Investment Officer of Wealth Strategist Partners.  WSP are investment, wealth and family business advisors to a select group of large complex family enterprises. WSP is the successor to his family’s investment platform, formed following the sale of Carnation Company, the business founded by his great-grandfather. The family remains a client of WSP.

Stuart has been an investment professional for over 35 years and serves as WSP’s CIO. In addition to his duties with WSP, Stuart is immediate past Chairman of the Investment Committee of National Public Radio and is a board member of the National Public Radio Foundation. He is Vice Chairman of the Board and co-leads the Investment Committee of the Stuart Foundation, a California-based foundation. Read more

A message from our guest speaker:
 
I would like to offer you access to a free chapter of my new book The Taxable Investor’s Manifesto (Wiley) – link below.  The book is intended for every investor with taxable wealth and every advisor who serves them.  It guides readers through a series of related topics, seeking to bring clarity to complexity with an economy of words and to provide valuable and actionable. The Manifesto folds tax and estate planning incentives into investment strategy in ways that can add profound value to actual results over a lifetime, and beyond.
 
If you enjoy the introductory chapter accessible just below, I hope you will consider reading The Manifesto in its totality. Feel free to share this with friends, colleagues and clients who may benefit from its content.  
 
Download a FREE chapter below:
https://bit.ly/3dc6Ufi

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.