4th Annual Multi Family Office Conference 2019 | CFA Institute | 10 October 2019 | CFA Society of New York, 1540 Broadway #1010, New York, NY 10036, USA

The 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of the New York region’s most prominent Multi-Family Offices.

2019 Speakers

Maria Weitzer, CFA
Senior Investment Risk Manager, APG Asset Management US

Jason Pride, CFA
Chief Investment Officer of Private Wealth Managing Director, Glenmede

Robert Davis, CFA, CAIA
Partner and the Chief Investment Officer of Round Table Wealth Management

Jerome Antenen, CFA
Managing Director and Head of Equity Investments, Truvvo Partners LLC

Andy Kapyrin, CFA
Partner and Co-Head of Investments, RegentAtlantic

Mark Lebida, CFA
Senior Vice President, Avestar Capital

Thomas P. Melcher
Managing Director, Director of Family Wealth, Glenmede