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The Impact of the Family Business for the High-Net-Worth Client Portfolio
Presented by Stephen Horan, CFA, CIPM, Managing Director, Credentialing, CFA Institute. Moderator, Gajendra Kothari, CFA, Managing Director and Chief Executive Officer, Etica Wealth Management Pvt. Ltd.
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      2016 Economic Impact Study

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      The Impact of the Family Business for the High-Net-Worth Client Portfolio
      Presented by Stephen Horan, CFA, CIPM, Managing Director, Credentialing, CFA Institute. Moderator, Gajendra Kothari, CFA, Managing Director and Chief Executive Officer, Etica Wealth Management Pvt. Ltd.
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          The Investment Foundations Program fills a gap in the industry. It's the content, the breadth, and the foundational level - something that wasn't available before.

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          The Investment Foundations Program fills a gap in the industry. It's the content, the breadth, and the foundational level - something that wasn't available before.

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