Upcoming Member Call

Lifestyles of the rich and (occasionally) famous

A Presentation and Q&A session with
Keith Sjogren of Investor Economics

July 28, 2009 | 12 pm Eastern, 9 am Pacific (Duration 1 Hour)

Affluent Canadians are somewhat of a mystery to many financial services firms. What does it take to capture their interest, earn their trust, and manage their assets? Please join us for this conference call as Keith Sjogren of Investor Economics shares valuable research insights into this elusive group:

• Gain insight into the growing world of private banking and other financial services reserved for the rich and (occasionally) famous.
• Learn about high net worth households in Canada, the wealth they control, the financial products they buy, and the advisors they use.
• Find out what banks, brokers, and other financial services firms can learn from others who deal successfully with the wealthy.
• Submit your questions and topics of interest along with your registration form, and Keith will provide you with helpful answers and perspectives on the call.

Investor Economics is Canada’s foremost financial services research and consulting firm. As Director of Research and Advisory Services, Keith Sjogren is a leader of the firm’s senior team. He has authored articles for publications in Canada, the United States and the United Kingdom, lectured at a number of Canadian universities, and is a frequent speaker at financial services industry conferences.

Respond today—space is limited to 50 participants.

To RSVP for this PAICR call, please log in to the Members Only portion of paicr.com and click on the RSVP NOW link on the Members Only homepage. The dial-in information is also available on the Members Only homepage.

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PAICR Member Calls
PAICR Member Calls are designed for our members, by our members, with your needs in mind. In between events, Member Calls are intended to bring people together to discuss specific investment industry issues, regardless of geographic location. Click here to suggest a topic for a member call. It's a great way to gain access to the insight and best practice of your peers.

Host a Regional Roundtable in Your Neighborhood
One of the best ways to continue the benefits of PAICR membership throughout each year is regional roundtables. This year we are looking to expand educational opportunities by utilizing conference calls and webinars. If you are interested in hosting a topic or just want to suggest one please click here and email your ideas. The best ideas come from our membership.

Upcoming Roundtables

11th Annual Conference

September 14 & 15, 2009