Private Wealth Management

Family Wealth Dynamics

June 20, 2019 | 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.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.