2016-05-17T00:00:00-0400

2016-05-17T00:00:00-0400

PRIVATE WEALTH NEW ENGLAND FORUM

Boston, Massachusetts | May 17, 2016
REQUEST AGENDA

OVERVIEW

A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire and Maine.  The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary. 

FEATURED KEYNOTE

Stephen Pagliuca, Managing Director, Bain Capital

Steve Pagliuca is Co-Chairman of Bain Capital, a leading global investment firm based in Boston with over US$75 billion in assets under management. Mr. Pagliuca founded the Information Partners Venture Capital Fund for Bain Capital in 1989. Prior to that, he worked as a consultant for Bain & Company. He has been an active investor in the media, technology, financial services and healthcare industries.

Mr. Pagliuca is a Managing General Partner and co-owns the World Champion Boston Celtics. Mr. Pagliuca is President of the Boston Celtics Shamrock Foundation, Chairman of the Massachusetts Society for the Prevention of Cruelty to Children (MSPCC) and is a Trustee of Bain Capital Children's Charity.

He is a member of the HBS Board of Dean’s Advisors, the Harvard University Board of Overseers’ Committee on University Resources (COUR) and the HBS Healthcare Initiative Advisory Board. Mr. Pagliuca is a member of the Duke University Board of Trustees, Duke University Campaign Steering Committee and also serves on the MGH President’s Council.

Mr. Pagliuca has been active in the area of public policy and is a former candidate for the U.S. Senate. He is a frequent contributor on television, radio and print media to provide commentary focusing on global economic issues.

In 2005, Mr. Pagliuca received the Bright Star Award in recognition of his charitable activities; and in 2010, he received the American Dream Award from Habitat for Humanity for outstanding contributions to enhancing the Greater Boston Community.

Mr. Pagliuca received a B.A. from Duke University and an M.B.A. from the Harvard Business School.

EDUCATIONAL PARTNERS

WHY ATTEND

Network with the heads of the largest private banks and most prominent RIAs in Massachusetts, Maine, New Hampshire, Vermont, Connecticut and Rhode Island.

Gain exclusive insight into the evolving world of asset management, alternative investments, fixed income options, real estate, and impact investing.

Access the growing community of Family Offices based in New England with targeted one-on-one meetings and speaking opportunities.

REGISTRATION

Key Discussion Topics Include:

  • Asset Protection - How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
  • Succession Planning - Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
  • Asset Allocation - Diversifying, growing returns, and understanding risk tolerance among private client investors.
  • Alternative Investments - Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
  • Family Governance - How do family offices clarify and coordinate governance – is good governance different for family firms?
  • Philanthropic Planning - Developing a charitable expertise, from the family to the high end advisor.

PRICING

Super Early Bird $1000 01/15/16
Early Bird $1250 02/19/16
Early Bird II $1350 03/18/16
Pre-Event $1450 04/15/16
Standard $1650 05/06/16
Event Registration $2000 05/17/16

VENUE


The State Room
60 State St
33rd Floor
Boston, MA

United States 02109

CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF US PRIVATE WEALTH GROUP

Paul Hamann

Head of US Private Wealth Group

347-308-7792

Paul.Hamann@marketsgroup.org

MEDIA & MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org