Campden Families in Business Conference: New York, November 2008
Moderator: “Utilizing Non-Financial and Private Equity Investments”
MARHedge 13th Annual European Conference on Alternative Investments: Dublin, June 2008
Family Office Panel
GAIM Middle East: Dubai, UAE, November 2007
Moderator: “Building a Long-Term Relationship Between Investors, Hedge Fund Managers, and Private Banks to Gain Access to the Local Investor Base”
Lipper/HedgeWorld: Investor Outlook & Master Class
New York, October 2007
Moderator: “Portfolio Planning for 2008”
MARHedge 12th Annual European Conference on Alternative Investments: Geneva, February 2007
Moderator: “Working with Private Bank Third-Party Hedge Fund Platforms”
Institute for Private Investors: New York, December 2006
“Don’t Try This at Home: How far should the wealth management professional go to address family dynamics issues?”
Institute for Private Investors: New York, November 2006
“Marketing Veterans Share Their Secrets”
MARHedge World Wealth Summit: Bermuda, October 2006
Moderator: “The New Allocators”
Institutional Investor Fourth Annual Integrated Wealth Management Forum: New York, September 2006
“Transitioning from a Single Family Office to a Multi-Family Office”
MARHedge 11th Annual European Conference on Alternative Investments: Geneva, February 2006
Moderator: “Portfolio Plans of Leading Allocators”
New York Society of Security Analysts: New York, December 2003
“Achieving Profitable Relationships with HNW Clients”
Institute for International Research: New York, June 2003
“Marketing Your Hedge Fund: Performance is Not Enough”
Boston Security Analysts Society: Boston, January 2003
“New Ideas in Marketing and Client Service for Investment Counsel Firms”
New York Society of Security Analysts/Investment Counsel Association of America
Growth Strategies in Private Wealth Management: New York, October 2002
“Growth Strategies: Marketing & Strategic Positioning”
Investment Management Institute Roundtable: San Francisco, July 2000
“Wealth Changes Everything: Establishing Boundaries between Family Matters and Business Concerns”
Institute for International Research 10th Annual Family Office Forum:
Coral Gables, November 1998
“Examining the Changing Climate of the Wealth Management Industry”
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