Conference Agenda
**Times subject to change**
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8:30am – 9:00am |
Breakfast
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9:00am – 9:30am |
The Nature and Appeal of
Elite Wealth Management
Hannah Shaw Grove,
Executive Editor – PW Magazine
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Why are the very wealthy attracted to elite wealth management?
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What is the optimal service platform?
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What are the essential processes to make elite wealth management highly profitable?
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9:30am – 10:30am |
Investment Management
Joseph M. Hart – VP Institutional Sales, Realty Capital Securities
James Upham – Chief Investment Strategist, Empowered Investor, Inc.
Jeff Berry II, Financial Advisor
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A panel discussion highlighting leading edge thinking in the investment management field.
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10:30am – 10:45am |
Networking Break
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10:45am – 11:30am |
The Changing Role of Technology
Candyce Cohen, Business Solutions North America – Temenos
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A panel discussion explaining how technology is changing the ability of professionals to deliver elite wealth management expertise.
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11:30am – 12:15pm |
Insurance & Risk Management and Managing Personal Liability
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This session will focus on the use of life insurance in conjunction with the latest advanced planning strategies.
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A panel discussion addressing the latest strategies and products that are most effective in mitigating personal risks.
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12:15pm – 1:30pm |
Lunch
The Role of Concierge Medicine in an Elite Wealth Management Practice
Dr. Daniel Carlin – Founder, WorldClinic
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An explanation of the various types of concierge healthcare providers coupled with a way to evaluate which ones are best for which clients.
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1:30pm – 2:15pm |
Developing an Integrated Service Model
Hannah Shaw Grove,
Executive Editor – PW Magazine
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What are the best approaches to communicate your expertise?
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What are the most effective methodologies to holistically bring the various services and products together?
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How do elite wealth managers price their services and expertise?
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2:15pm – 3:00pm |
Conclusions and Questions
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