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 Directed By Russ Alan Prince |
| There are more than 751,000 families worth a minimum of $20 million commanding more than $97 trillion. For many professionals - investment advisors, attorneys, life insurance agents, accountants, bankers - these are exceptional and highly desired clients. One of the most powerful and profitable business models available to professionals is elite wealth management. Elite wealth management is taking what is often talked about as wealth management and taking the concepts and processes to a significantly higher level. Moreover, it's about strongly operationalizing the approach resulting in significant revenues and profits.
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Present
Keynote Speakers
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| Richard Bernstein Chief Executive Officer Richard Bernstein Advisors LLC. |
James Grant Founder and Editor Grant's Interest Rate Observer. |
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| Meredith Whitney Chief Executive Officer Meredith Whitney Advisory Group, LLC |
Dr. Ed Yardeni President Yardeni Research, Inc. |
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Emulating the conference structure employed by global investment banking
firms, this conference will attract over 150 leading fiduciaries, for 2
days of presentations focused on the investment capabilities and
insights of up to 24 investment management firms and their selected
sub-advisors. The goal of the Summit is to streamline the traditional
due diligence path by enhancing access, insight and interaction in a
collegial educational setting and empower decision makers.
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