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Union League Club, New York City
September 15-16, 2008
*** The Premier Educational & Networking Gathering for Private Investors, High-Net-Worth Portfolio Managers & Family Offices ***
Institutional Investor's Integrated Wealth Management Forum, now in its sixth year, is renowned within the high-net-worth wealth management
community for its excellence in educational content and high caliber speaking faculty. Chaired by industry guru and Editor of the
Journal of Wealth Management, Jean L.P. Brunel, the forum is widely regarded as the once-a-year learning and networking opportunity in the
private wealth management event calendar.
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Breakfast and Q&A with JAY HUGHES! Join philosopher of the family James (Jay) E. Hughes, Jr, Esq, author of Family Wealth: Keeping It in the Family, and more recently, Family – The Compact Among Generations for an interactive Q&A session over breakfast. |
Past Testimonials
"I go to many conferences. This is by far the best in terms of sophisticated educational content! Bravo!"
- Juan Meyer, GenSpring Family Offices, formerly Asset Management Advisors
"I found it extremely interesting....The speakers....were fabulous and right on target with the essence of the meeting."
- Darcy Bhatia, Highmount Capital LLC
"This is the most substantive and useful conference I have attended. The best conference by far in the field of integrated wealth management."
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Ann Kaplan, Circle Financial Group
"It was one the of the best high quality events I have been to" - Stefanie Apicella, Old Hill Partners, Inc.
| 7th Annual High-Net-Worth Awards |
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