Briefings 24 Jan 2017

PAM Breakfast Briefing, New York

Going direct: How HNWIs can become bankers

Venue: The Lambs Club, 132 West 44th Street, New York City

Join Private Asset Management for our next New York Breakfast Briefing:
free-to-attend member event featuring a panel-led discussion and informal networking.

The topic of this month’s Private Asset Management Breakfast Briefing is: Direct Lending: How HNWIs can become bankers

A panel of experts will discuss the following:

– Fund opportunities within the space, including private and hedge funds
– How the class is emerging as ‘opportunistic fixed income’
– Various online platforms bridging investors with securitized and unsecuritized loans
– How changing interest rates could potentially impact the space

Moderator:

– Timothy Speiss, partner, Eisner Amper

Speaker panel:

– Meg O’Connor Zwick, senior vice president and director of alternative custody servicesMillennium Trust Company
– Jonathan Bergman, managing directorTAG Associates
– Bill Ullman, chief commercial officerOrchard Platform

Our morning event will start with breakfast at 08.30, followed by lively discussions and Q&A, drawing to a close at 10.15am.

Already a member? You can continue to enjoy unlimited access to our exclusive events.

If not, join our membership community today and receive a wealth of benefits including:

– Direct access to daily news updates, data & analysis.
– Invitations to our collection of events including awards, summits, dinners and webinars.
– Six specialist networks for the latest industry trends.
– Benchmarking data for flows, performance and product development.
And more.

Register now for your free trial and experience the full range of benefits available to you.

Related Events

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers