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.


2012 Sponsors

300 North Global Macro Fund The 300 North Global Macro Fund is a variable biased, global macro product that invests in equities (indices), fixed income, commodities and currencies.   The fund combines fundamental research with systematic business cycle analysis to produce consistent returns.  We believe that our strategy of analyzing secular and cyclical economic conditions along with central bank activity can create significant alpha and positive performance regardless of market direction.  Once we determine likely market direction we then use sentiment, valuation and risk management to help determine strategic entry and exit points for our tactical positions.   300 North Capital is an institutional investment manager specializing  in both global macro investing as well as long only US growth equity strategies.   The firm is majority owned by Old Mutual (US) Holdings.

ACE Private Risk Services ACE Private Risk Services helps individuals and families enjoy the success they have achieved by enhancing their security and protecting their assets with custom-fit insurance and risk management programs. Offering extraordinary protection and flexibility, our ACE Platinum Portfolio can often satisfy clients' needs for home, auto, valuable collections, watercraft, and umbrella liability insurance in one precisely tailored package policy. ACE Private Risk Services is part of the ACE Group, one of the world's largest multiline property and casualty insurers.

 Cozen O’Connor Established in 1970 and ranked among the 100 largest law firms in the United States, Cozen O’Connor has 575 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and ambitious middle market companies, Cozen O’Connor serves its clients’ needs through 21 offices across two continents.

Ericson Ericson Insurance Advisors is an independent insurance firm, with 75 years of experience in meeting the complex and unique needs of our clients. Equipped to assist clients in all 50 states, we are particularly well suited to serving clients with multiple properties in diverse locations, whether personal or commercial or both. With many different insurance companies available to us, we have greater flexibility in tailoring a program to the specific needs of each client, while at the same time offering highly competitive pricing.

M Financial With more than 135 Member Firms, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

 State Street State Street is one of the world’s leading providers of financial services to institutional investors, with US$22.8 trillion in assets under custody and administration, and US$2.1 trillion in assets under management* as of June 30, 2011.
Our dedicated Wealth Manager Services group delivers comprehensive tools for registered investment advisors and wealth managers, trust companies and wealth banks, private wealth management firms, and single- and multi-family offices. Backed by the support of a highly skilled and experienced service team, our solutions help clients control technology and infrastructure costs, manage and distribute operational risk, and align resources more effectively.
To learn more about State Street’s solutions for wealth managers, please visit www.statestreet.com.  To read State Street’s Vision paper focused on outsourcing in the wealth management market, go to www.statestreet.com/vision