Designed by
Russ Prince

Russ Alan Prince
is one of the leading
authorities within the private wealth industry. He regularly consults to the rich and Super-Rich concerning the mindset and behaviors that translate into extreme
personal wealth creation.

Directed by
Hannah Grove

Hannah Shaw Grove is an
expert on the demographics, psychographics and financial behavior of high-net-worth individuals and their advisors.


Conference Agenda
**Times subject to change**


8:30am – 9:00am Breakfast
9:00am – 9:30am The Nature and Appeal of
Elite Wealth Management

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