Everything You Always Wanted to Know About the Economy and Capital Markets(But Were Afraid to Ask)
OL1196 | On Demand Course | Update | Self-Study
Description
We will look at the economic and capital market developments so far in 2024 and what we think the prospects are for the rest of the year. Also, we will point out some long-term growth opportunities where you can be a skilled advisor to clients.
This course is part of the 2024 Annual Meeting and Convention Bundle. Purchase the conference bundle here.
Credits
Number of Credits | Type of Credits |
---|---|
2.00 | Economics |
Prices
- Member (Early Bird)
- $79.00
- Non-Member (Early Bird)
- $109.00
- Member
- $79.00
- Non-Member
- $109.00
Instructors
Simeon Wallis, CFA
Simeon Wallis is the Chief Investment Officer with Aprio Wealth Management. He provides investing and strategic business advisory services to high-net-worth individuals and families, serial entrepreneurs and business owners. As Chief Investment Officer he wears many hats. He develops the investment strategy for Aprio investment clients' global asset allocation, including providing coordination and due diligence of private deal investments. In addition, he delivers economic and capital market perspectives for clients and Aprio partners to guide strategic planning and lead the development and growth of Aprio Family Office.
Back to Instructors