A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire and Maine. The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary.
Daniel O'Donnell Global Head of Private Equity and Real Estate Research and Management for Global Managed Investments Citi Private Bank
Patrick Barry Managing Partner Barry Investment Advisors
Michelle Knight Chief Investment Officer & Chief Economist Ropes Wealth Advisors
Nina Streeter Director, Asset Management Abbot Downing
Gildas Quinquis Deputy Chief Investment Officer Windrose Advisors
George Kimball Chief Investment Officer Kimball Capital Management
Lisa Garcia Chief Risk Officer Atlantic Trust Private Wealth Management
Shannon Saccocia Managing Director, Search & Selection Boston Private Wealth
Eric Henderson Chief Investment Officer East Horizon Investments
Chitra Staley Managing Director Beacon Pointe Wealth Advisors
Donald Robinson Co-Chief Investment Officer Palladiem
Avi Cohen CFO & CIO Rappaport Family Office & Foundation
Jack Ablin Chief Investment Officer BMO Private Bank
Andy Richman Director of Fixed Income Strategy SunTrust Bank Private Wealth Management
Greg Miller CEO & Co-Chief Investment Officer Wellesley Investment Advisors
Daniel Kern Chief Investment Strategist TFC Financial Management
Michael Robbins Chief Investment Officer Spruce investment Advisors
Steven Mula Chief Investment Officer JJ Burns & Company
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high-end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Private Wealth Group