71th Annual Trust & Investment Conference 2017 | New York Bankers Association | 16 October 2017 | The Saratoga Hilton, New York, 534 Broadway, Saratoga Springs, NY 12866, USA

Join leading experts and your New York colleagues to discuss legislative initiatives, fiduciary law and investment practices. Share tools and strategies for growing and managing your portfolio of business in today’s demanding environment.

The 71st Annual Trust & Investment Conference will draw trust, investment and wealth management professionals from banks and trust companies throughout New York State, as well as industry vendors, attorneys and investment advisers. We look forward to seeing you.

Jay D. Waxenberg
Esq., Private Client Services Department, Proskauer Rose LLP

James M. Marion
Managing Director, National Fiduciary Advisor, U.S. Trust, Bank of America Private Wealth Management

Michael P. Smith
President & CEO, New York Bankers Association

Lendell Porterfield
CEO, Porterfield, Fettig & Sears, LLC

Roberta Kotkin
General Counsel & COO, New York Bankers Association

Clare Cusack
Deputy General Counsel, New York Bankers Association

Scott D. Welch
Chief Investment Officer, Dynasty Financial Partners

Kenneth J. Entenmann
Senior Vice President & Chief Investment Officer, NBT Wealth Management

Lloyd S. Kurtz
Chief Investment Officer, Nelson Capital Management, LLC

Ned Dane
CAIA, Head of Private Client Group, OppenheimerFunds

Blanche Lark Christerson
Managing Director, Deutsche Bank Trust Company, N.A.

William J. Pagliarulo
National Bank Examiner, Office of the Comptroller of the Currency

Raymond C. Radigan
Senior Vice President, Head of Private Trust, TD Bank, N.A.