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NEWS RELEASE
Feb. 4, 2009
ABA Media Contact: Carol Kaplan
(202) 663-5471
E-mail: ckaplan@aba.com
ABA WEALTH MANAGEMENT AND TRUST CONFERENCE
SET FOR MARCH 11-13 IN SAN FRANCISCO
WASHINGTON, Feb. 4 – Pressure on earnings, a weak economy and recession demand that financial institutions place wealth management as a top priority to bolster the bottom line in 2009. On March 11-13, wealth managers from across the U.S. will gather in San Francisco to learn how to capitalize on current market conditions and meet client and shareholder expectations at the ABA Wealth Management and Trust Conference.
This national event, marking its 90th year, tackles the latest issues facing the trust and wealth management industry and affords attendees direct access to leading experts and senior-level bank executives with the insight to achieve maximum results.
Twenty-seven frank and informative discussions will cover what defines, contributes to and sustains performance, including these featured presentations:
- Gordon Gekko Was Wrong – Greed is Not Good
John J. Brennan, Chairman, The Vanguard Group;
- Investor Bias: The Psychology of Successful Investing
Steve Doty, CFA, National Director of Portfolio Management,
BNY Mellon Wealth Management; and
- A View from Washington After the 2008 Elections
Gregory R. Valliere, Chief Political Strategist, Washington Research Group.
Also, Sally Miller, senior vice president of ABA’s Center for Securities, Trust & Investments, and Floyd Stoner, executive vice president of ABA Congressional Relations & Public Policy, will give Washington-insiders’ accounts of recent legislative and regulatory changes that impact banking.
As always, the conference will feature an exhibit hall filled with the premier providers of products and services for trust and investment management businesses.
Registration for the conference has retained 2008 prices: $1,090 for ABA members and $1,585 for non-members. Special discounts are available. Certified Trust and Financial
Advisors (CFTA) attending the conference can earn up to 15 education credits through the
Institute of Certified Bankers.
For more information or to register for the conference, please call 1-800-BANKERS or visit the ABA Web site at www.aba.com/Events/WMT.htm.
The American Bankers Association brings together banks of all sizes and charters into one association. ABA works to enhance the competitiveness of the nation's banking industry and strengthen America’s economy and communities. Its members – the majority of which are banks with less than $125 million in assets – represent over 95 percent of the industry’s $13.3 trillion in assets and employ over 2 million men and women.
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NOTE TO REPORTERS: Complimentary registration is available for qualified members of the press. For press credentials, contact Carol Kaplan, ABA Public Relations, (202) 663-5471 or ckaplan@aba.com.
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