NEW YORK – March 22, 2016 – Leading national private banks, family offices, RIAs and related professionals are expected to convene at The Harmonie Club in New York on April 6-7 for this prestigious event.
David Drake, LDJ Capital Chairman, says, “In this event, the participants will learn more about the dynamics of financing and at the same time have the opportunity to meet the leading experts.”
The two-day forum will feature various discussions. Participants will get the chance to meet the experts in a private client landscape, and also network with their peers in the industry. Some of the topics up for discussion include trust and estate planning, risk management, asset allocation, family governance and alternative investments.
Prominent speakers who will grace the event include:
Chief Investment Officer David Jallits of Signature Family Wealth Advisors
Chief Investment Officer William Kennedy of Fieldpoint Private (US)
Executive Vice President & Chief Investment Officer Bob Browne of Northern Trust
Founder and Chief Executive Officer Katherine B. Lintz of Matter Family Office (US)
Managing Partner Michael Zeuner of WE Family Offices
Partner & Chief Investment Officer Ben Pace of HPM Partners (US)
The event’s sponsors are Henley & Partners, Private Wealth Systems, Madison Realty Capital, Resource Real Estate, Mercury Capital Advisors, Schroders, NewOak Asset Management LLC, The Walton Group of Companies, Artivest, BlackRock, Evanston Capital Management, Holland & Knight, J.P. Morgan and Principal Global Investors. Family Offices Today, CEIC Data, Victoria Partners, EurekaHedge, HedgeCo.Net, Victoria Global, Hedge Connection, Times Realty News and LDJ Capital are the media and institutional partners.
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