June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL Rafia HasanChief Investment Officer at Perigon Wealth ManagementSpeaker
Profile
Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She chairs Perigon’s investment committee and leads the investment, operations and trading teams. She has been recognized with numerous industry honors and has also been quoted in national media publications including CNBC, Bloomberg, and in The Wall Street Journal.
Agenda Sessions
Fixed Income Landscape – are the Future of Bonds ETF Shaped?
, 2:50pmView SessionAchieving Scalability with Personalization in the Portfolio
, 2:45pmView Session