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Private Bank and Private Wealth Management Chief Investment Officer Roundtable

June 14, 2016

5:30 PM: Check-in

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

6:05 PM: Panel
Moderator
Kei A. Sasaki, CFA, Senior Vice President, Regional Chief Investment Officer – Northeast, Wells Fargo Private Bank

Speakers
Christopher Dhanraj, Head of Multi Asset Investment Strategy, North America, Citigroup
Larry Adam, CFA, Chief Investment Officer and Chief Investment Strategist, Deutsche Bank Wealth Management Americas
Rebecca H. Patterson, Managing Director and Chief Investment Officer, Bessemer Trust Companies
Jeanne Sun, Managing Director and Head of Investment Strategy, J.P. Morgan’s GIO Group

7:15 PM Adjournment and Reception
Daniel Dagen, CFA, CEO, CFANY

Description

So far 2016 has been a period of volatile markets that are stemming from concerns about global economic growth which have and are most likely to continue to affect asset prices bringing concerns for investors.   The purpose of the panel is to explore how the various issues across assets classes such as Global Equities, Global Fixed Income, Hard Assets and Alternatives are affecting private wealth clients and the range of wealth management issues that they face.