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


– 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.

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