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TRUST, ESTATES AND ALTERNATIVES AGENDA
March 8th, 2011
On Tuesday, March 8th, we will host a seminar on Trends in Trusts and Estates. This event is oriented towards persons in the
Trusts and Estates industries working primarily for high net worth consumers of such products.
We will spend five hours reviewing Trusts, Estates and Alternatives with leading experts on the subject matter.
This event is for people who are involved in Trusts and Estates planning, high net worths and other related persons.
To get through security, you must register.
The event starts at 12:30 p.m. and ends at 5:00 p.m. A reception will follow.
AGENDA
12:30 - 1:00 p.m. , lunch
1:00 - 1:50 p.m. , Organizing Existing and New Trusts Around Private Investments & Sustainable Long Term Family Control
Robin Coady Smith, Managing Partner - Our Family, Our Wealth
Kristopher Carney, Former CIO - Dillon Trust Company
Amy Renkert Thomas, President - Fisher Renkert LLC
2:00 - 2:50 p.m. , Multi-Generational Wealth Planning
Ed Renn, Partner, Withers Bergman
Todd Angkatavanich, Partner, Withers Bergman
Timothy Speiss, Partner, EisnerAmper LLP
Neil Axler, Vice President, FMV Opinions Real Estate Group
2:50 - 3:05 p.m. Break
3:05 - 4:00 p.m. , Understanding Fund Non-Correlated Returns and New Alternatives
Robert Gendelman, Chairman - RG Advisors
Justin Frankel, Portfolio Manager - Wavecrest Partners
Abigail Laufer, Managing Partner & Portfolio Manager - Virid Capital
Moderator - JC Kane, Managing Partner - Lighthouse Point Marketing
4:00 - 5:00 p.m. , Opportunities in the Real Estate Market for 2011
Vincent Amari, Director - Parkmont Capital Management.
Vince Curran, CFO - Evest Capital.
Eric Kaufman, Chief Financial Officer - Plaza Capital.
Kristen Ford, Founder - Shaman Financial.
5:00 p.m. , RECEPTION
DATE:
Tuesday, March 8th, 2011
TIME:
* 12:30 PM to 5:00 PM
* Reception, administrative preceding presentation
VENUE:
THERE IS NO WALK IN REGISTRATION.
*
* New York, NY
*
*
THERE IS NO WALK IN REGISTRATION.
COST: EARLY BIRD REGISTRATION
March 8th, 2011
For more information contact us