Private Wealth Management

Family Wealth Dynamics

Thursday, June 20 | 5:30 PM - 8:00 PM

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Overview

Tom McCullough and Keith Whitaker’s book ‘Wealth of Wisdom’ offers essential guidance and tools to help high-networth families successfully manage their wealth. 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.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | OPENING REMARKS

Stephen Mayrose, CFA, CFP, Financial Advisor and Portfolio Manager, Morgan Stanley Wealth Management


6:05 PM | AUTHOR INTERVIEW

Tom McCullough, Adjunct Professor of Finance, MBA Program, Rotman School of Management; Chairman & CEO, Northwood Family Office

Interviewed by:

Bob Dannhauser, CFA, FRM, CAIA, Head of Global Private Wealth Management, CFA Institute


6:35 PM | PANEL DISCUSSION

Moderator

Bob Dannhauser, CFA, FRM, CAIA, Head of Global Private Wealth Management, CFA Institute


Panelists

Ashvin Chhabra, Ph.D., President, Chief Investment Officer, Euclidean Capital

Mary Duke, Independent Advisor to Families

Dirk Jungé, CFA, Chairman, Pitcairn Company

Tom McCullough, Adjunct Professor of Finance, MBA Program, Rotman School of Management; Chairman & CEO, Northwood Family Office


7:25 PM | CLOSING REMARKS

Michael Reuben, CFA, CFP, CAIA, Financial Advisor,Wells Fargo Advisors


7:30 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Attendees will learn from professionals who are deeply knowledgeable in the family office and UHNW space about how wealthy investors should approach advisors.
  • Learn what questions to ask when considering working with an advisor.