Highlights
Investing in Turbulent Times
Survey of Private Investors: Relative Calm Amid the Panic
More than three-quarters of respondents said they were not planning to take money away from their primary advisors amid deep disappointment with alternative investments and a growing interest in traditional asset classes. (login required)
Year End Forum for Private Investors - New York, NY
Due Diligence in Action
Keynote Speakers:
Richard Bernstein / Merrill Lynch Global Securities
Robert A.G. Monks / Institutional Shareholder Services, The Corporate Library, and Lens Governance Advisors
Scott Harrison / UNX, Inc.
Managing Wealth in Challenging Times
Year-End Program for Advisors
Panelists/Speakers:
John C. Bailey / Spruce Private Investors, LLC
Charles A. Lowenhaupt, J.D. / Lowenhaupt Global Advisors
Mary K. Duke, J.D. / HSBC Private Bank
Gregory T. Rogers / RayLign Advisory LLC
Five-Day Programs
Wharton Private Wealth Management Program
In collaboration with The Wharton School at the University of Pennsylvania, attendees gain the substantive foundation necessary to oversee substantial private wealth.
Stanford Wealth Management Program
This program helps attendees confidently oversee the construction of their portfolios, select advisors, evaluate managers, and consider asset protection and estate planning structures. Attendees are also asked to consider the impact of wealth on their values and on their relationships.
