Family Wealth Dynamics 2019 | CFA Institute | 20 June 2019 | CFA Society, 1540 Broadway #1010, New York, NY 10036, USA
Venue
CFA Society
CFA Society, 1540 Broadway #1010, New York, NY 10036, USA
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| Event Date |
Thu Jun 20 ADT (over 5 years ago)
In your timezone (EST): Thu Jun 20 4:30pm - Thu Jun 20 6:30pm |
| Location |
CFA Society
1540 Broadway #1010, New York, NY 10036, USA |
| Region | Americas |
Details
The authors compiled the 50 most common questions facing wealth protection and growth, and provide a compendium of knowledge from experts around the globe and across disciplines. Come for a lively dialogue and exchange of ideas, sure to benefit wealthy investors as well as the advisers who service their investment needs. Keynote Tom McCullough will outline the findings of their book, ‘Wealth of Wisdom,’ and discuss what his team learned while interviewing contributors to the book. Our panelists will take a deeper dive into their particular essays, and elaborate on some of the approaches that wealthy families take in reviewing a potential advisor. They’ll help illuminate which are the most (and least) effective, as well as trends in the investment world for wealthy families.
Speakers
2019 Speakers
Stephen Mayrose, CFA, CFP
Financial Advisor and Portfolio Manager, Morgan Stanley Wealth Management
Tom McCullough
Adjunct Professor of Finance in the MBA program at the Rotman School of Management
Mary Duke
Independent Advisor to Families
Dirk Jungé, CFA
Chairman of Pitcairn Company
Bob Dannhauser, CFA, FRM, CAIA
Head of global private wealth management
Ashvin Chhabra, Ph.D.
President and Chief Investment Officer of Euclidean Capital