Tiburon Strategic Advisors, a market research and strategy consulting firm, will hold its 20th Tiburon CEO Summit April 13-14 at the Ritz Carlton Hotel, Battery Park in New York City. For more information go to www.tiburonadvisors.com or call (415) 789-2540.
The Socionomics Summit will be held on April 16 at the Georgia Tech Hotel and Conference Center in Atlanta, Ga., providing an exploration of the latest developments in socionomics-the study of how society's changes in mood motivate social actions in areas that include the economy and financial markets. For further information go to www.socionomics.net or call 770-536-0309.
The Casimir Capital Global Natural Resources Conference-featuring high-profile investors with top Australian mining and Canadian energy companies-will be held May 2-3 at the Waldorf-Astoria in New York City. Former U.S. Vice President Dick Cheney will be the keynote speaker. Go to www.casimirconference.com for further information.
The 2011 Global Women's Initiative: The Ripple Effect will be held September 30 at the Intercontinental Buckhead Hotel in Atlanta. The event sponsor, Womenetics, is a business platform providing substantive information for and about women. Go to www.womenetics.com for further information.
On The Move
Robert Elliott, who helped Bessemer Trust expand from a $1 billion family investment office to a $62 billion wealth manager over 35 years, will retire as senior managing director at the end of this month. Elliot will remain active in the firm as a senior advisor. No one person is expected to be named as successor, according to the New York-based company. Last year, Bessemer added 119 new clients with $3.2 billion in new assets as well as $1.7 billion of money from existing customers.
Baird has hired Dean Cottle, former manager at Morgan Stanley Smith Barney and predecessor firms Shearson Lehman Bros. and E.F. Hutton, as director of the firm's new wealth management office in Salt Lake City. Baird has added 181 financial advisors and branch managers to its Private Wealth Management group since the beginning of 2009. The company has or plans to have new offices in Sioux City, Iowa; Charlotte, N.C.; Winston-Salem, N. C.; Sacramento, Calif.; Raleigh, N.C.; and Portland, Ore.
The Altergris Companies, subsidiaries of Genworth Financial Inc. and providers of alternative investments, have appointed Shawn Wears as vice president, midwestern regional director, and Brandon Rosenbaum, vice president, pacific northwestern regional director. Wears previously worked at Rydex-SGI and Capital One; Rosenbaum was most recently at Sunamerica.
GenSpring Family Offices, based in Palm Beach Gardens, Fla., has hired Brett Scol, a former senior wealth planner with PNC Wealth Management, as a family wealth advisor in the firm's mid-Atlantic region. GenSpring, an affiliate of SunTrust Banks Inc., manages over $20 billion in assets for about 700 of the world's wealthiest families.
Baird Private Wealth Management has hired five advisors who collectively oversee more than $450 million in client assets out of the firm's Raleigh, N.C., and Fort Worth, Texas offices. Joining in Fort Worth are Clay Ryan and Harold Ryan, both senior vice presidents, and Wes Oliver, vice president; all three were previously with Wells Fargo. Andrew Barnett, previously with Wells Fargo, and Carolyn Leith, previously with Morgan Stanley Smith Barney, have joined as vice presidents in Raleigh.