Loading Events
  • This event has passed.

Multi-Family Office Conference

April 21, 2016

5:30 PM: Check-in

6:00 PM: Welcome and Opening Comments
Christopher Cutler, CFA, Board of Directors, CFANY

6:05 PM: Keynote Address
Jason Pride, CFA, Director of Investment Strategy, Glenmede

6:25PM: Special Guest Keynote
Nico Firzli, Director-General & Head of Research of the World Pensions Council

6:30 PM: Panel
Moderator
Maria Weitzer, CFA, Director, Portfolio Management, TAG Associates LLC

Speakers
Ashok Chachra, Managing Director, Allen & Company
Ram Lee, Partner, Seven Bridges Advisors
Michael Nelson, J.D., CFA, Managing Partner, Eagle Bay Advisors
Robert Wedeking, CFA, Chief Investment Officer, Geller and Company

7:30 PM Closing Remarks
Daniel Dagen, CFA, CEO, CFANY

7:35 PM Adjournment and Reception

Description

Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of  several of New York’s most prominent Multi-Family Offices.