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Presented
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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:
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Network and exchange ideas with
other high-net-worth investors and experts
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Protect your portfolio by
learning why conventional wisdom failed in 2008
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Understand which risk management
techniques will work now
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Profit from new Congressional
initiatives that affect tax, estate and retirement plans
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Improve the client-advisor model
to align interests and performance
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Discover what top investors,
estate and tax advisors and famil y offices are doing
You cannot afford to miss this
unique conference that brings together top financial advisors,
investment strategists, wealth managers and private investors. If
you’re an advisor, bring your high-net-worth clients!
Featuring:
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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.
Download PDF.
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Media
Sponsors
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For sponsorship
opportunities contact
David Beck at 203-930-9797.
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Who should
attend:
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• High net worth investors
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Wealth managers
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Private bankers
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Investment advisors
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Portfolio managers
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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:
Two–Day, November 5–6, 2009
Members $850 | Nonmembers $1150
One–Day, November 5, 2009
Members $550 | Nonmembers $750
One–Day, November 6, 2009
Members $300 | Nonmembers $400
*Bring your
client at half the price—$425 for both days! Enter
code WSCLIENT to take advantage of this special pricing. (you must fax
in registration form)
REGISTRATION DEADLINE:
Tuesday, November 3, 2009
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
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Featuring:
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