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Hosted by CFA Tampa Bay

Lessons Learned from the Lost Culture of Wall Street

Meeting is at the St. Pete Marriott Clearwater

“If you don’t get core principles right, nothing else matters. Conversely, if you do get them right, everything else falls into place.”

What can we learn from four years of economic malaise and market volatility?  As the leader of a major full-service wealth management firm and former chairman of the Securities Industry and Financial Markets Association, John Taft is uniquely qualified to offer an insider’s perspective on the 2008-2009 crisis. In this session, “Stewardship: Lessons Learned from the Lost Culture of Wall Street,” Taft explores the stewardship failure of certain Wall Street firms that caused one of the most difficult periods in our financial lives.

He is also the great-grandson of U.S. President William Taft and grandson of U.S. Congressman and Republican Party leader Robert Taft. Through his family legacy of public service, Taft has an equally unique point-of-view on the critical role that staying true to core principles—like integrity and trust—can play in investor confidence, healthy functioning of markets and economic growth.

5:30 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Please use one of the reservation options below .

Thursday, October 11, 2012
5:30 PM - 7:30 PM

Location
St. Petersburg Marriott Clearwater
12600 Roosevelt Blvd N
Saint Petersburg   FL   33716
(727)572-7800
FAX    (727)572-5700
Website for Location
Map for Location



Speaker Profiles

 


John G. Taft
RBC Wealth Management

John Taft is head of RBC Wealth Management in the U.S. Mr. Taft is responsible for RBC’s wealth management growth strategy in the U.S.

Mr. Taft has worked in financial services since 1981. He is currently the Chairman of the Securities Industry and Financial Markets Association representing the investment industry. He is an industry thought leader who frequently speaks at government and industry events and who is widely quoted in the media.

John is the author of Stewardship: Lessons Learned from the Lost Culture of Wall Street. The book explores the importance of stewardship as a core principle — for John personally; for the financial services industry; for the global financial system; and for society at large. Editors selected the book as one of Amazon’s “top picks” for March 2012, and it was named “best book of spring” on Bloomberg radio, while Bloomberg TV cited it as an “absolute must-read book.”

Mr. Taft graduated Magna Cum Laude, Phi Beta Kappa with a bachelor of arts from Yale and earned a master’s degree in public and private management from the Yale School of Organization and Management.

 


Registration Fee
Member
No Charge
  Through  October 11 No Charge
Non-Member
$30.00
Through  October 11 $30.00
Any additional session fees are itemized on the reservation confirmation.