Join Private Asset Management for our next New York Breakfast Briefing:
a free-to-attend member event featuring a panel-led discussion and informal networking, on Wednesday November 9 at the Lambs Club.

The topic of this month’s PAM briefing is: What does the result of the US presidential election mean for the US private wealth sector?

A panel of experts will discuss the following:

– Debate market reaction and investment opportunities and pitfalls
– Discuss the effect of the election on the wealth advisory community
– Identify key tax and regulatory changes

Speakers:

Carol Schleif, deputy CIO, Abbot Downing
Darren Wallace, partner, individual clients department, Day Pitney
Paulina Mejia, managing director and head of wealth strategies, Atlantic Trust Private Wealth Management

Additional speakers will be announced shortly.

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

If you are not a member, the Briefing is complimentary for your first attendance. Please register and a member of the team will contact you to arrange a free trial. If you have attended a Briefing previously and would like to join us for the November event, please contact: membership@fundintelligence.global