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Whether you are a high-net-worth individual looking more closely at how your investments are being handled or if you are an advisor seeking to rebuild your clients’ assets, you need to know: the rules have changed.
It’s time to unveil the new thinking and strategies on conventional and alternative investments. See how some of the most important investment firms—Goldman Sachs, BlackRock, JP Morgan, UBS, Standard & Poor’s, PriceWaterhouseCoopers, and others—are preparing new approaches for their client portfolios.
Evaluate the prospects for your most important assets—hedge funds, real estate, equity, fixed income, private equity and more. Reap benefits from the hot investment trends including emerging markets and clean tech investing.
Are we in for a period of stability … stagnation … or growth
Whatever your position, you will benefit from a range of insights and thinking. Join us at the Wealth Summit to see what’s ahead in 2010 for sophisticated investors and wealth managers.
Don't miss this unique opportunity to:
- Network and exchange ideas with other high-net-worth investors and experts
- Protect your portfolio by learning why conventional wisdom failed in 2008
- Understand which risk management techniques will work now
- Profit from new Congressional initiatives that affect tax, estate and retirement plans
- Improve the client-advisor model to align interests and performance
- Discover what top investors, estate and tax advisors and family offices are doing
Featuring:
Abby Joseph Cohen Senior Investment Strategist Goldman Sachs
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Robert Doll Chief Investment Officer BlackRock
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Joel Greenblatt author of bestseller The Little Book That Beats The Market
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And other leading experts to share their opinions and insights about the dangers and opportunities that exist in the current market and what smart wealth managers are doing now to protect and enhance their portfolios.
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Media Sponsors
For sponsorship opportunities, please contact David Beck at 203-930-9797.
Who should attend:
- High net worth investors
- Wealth managers
- Private bankers
- Investment advisors
- Portfolio managers
- Family office executives
- Tax and estate planning experts to the wealthy
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DATES:
November 5–6, 2009
TIMES:
Day One | 8:15 a.m.–5:00 p.m.
Day Two | 8:00 a.m.–12:45 p.m.
LOCATION: NYSSA 1177 Avenue of the Americas, 2nd Floor (between 45th and 46th Streets), NYC
(Directions) Photo ID required for access to the building.
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REGISTRATION/FEES: Members $850 | Nonmembers $1150
CREDITS: CE/CPE =7
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Chairs
David Beck, Senior Vice President, Wealth Management Exchange
Wayne Cooper, Exchange Networks
Special thanks to NYSSA’s Private Wealth Management Conference Planning Committee and moderators:
Stephanie Ackler, CFA, Managing Director, Ackler Wealth Management of Wells Fargo Advisors
Ron Shapira, CFA
Marcia Nelson, Senior Vice President, Business Development, FMV Opinions