Registration starts at 2:30 PM.
Conference: 3:00-5:00 PM
Networking/Social Hour. 5:00-6:00 PM
Format: 4 speakers 1/2 hour each. Speakers include Christian Newton, Dimensional Fund Advisors. Additional Speakers to be announced.
Bob Dannhauser, CFA Institute
The Future of Wealth Management
Investors' needs are changing and so are the tools and resources available to them. Bob Dannhauser, who directs the global private wealth management practice of CFA Institute, will review CFA research on how wealthy individuals and wealth management practitioners see the value of advice changing, and how their views diverge. Based in New York City, Dannhauser is responsible for content and programs that address the most relevant issues confronting private wealth practitioners and advocating for best practices that uphold fairness and integrity.
Christian Newton, Dimensional Fund Advisors
The Human Brain on Investing: Exploring How Emotions Influence Decision-Making
Investment returns are often thought of as a purely quantitative product of markets, risk, timing, or expertise. For investors, the emotional experience plays an equally important role. This presentation is a brief "user's manual" of the human brain on investing: exploring how emotions influence decision-making, how even objective ideas are subject to individual perception, and how money may influence cognition. Employing live audience-participation experiments, the presentation focuses on a behavioral view of how markets function and the role of the media. It can produce a new perspectives on the client experience, and in turn help us become better stewards of our own wealth and future.
Douglas Coté, CFA, Voya Investment Management
Douglas Coté, CFA, is the chief market strategist at Voya Investment Management. He is also the senior portfolio manager and founder of the Voya Global Perspectives Funds and separately managed accounts, a group of global tactical asset allocation strategies. Doug delivers hands-on interpretations of the forces driving capital markets and effective ways to respond. Doug is regularly featured on Fox Business' Mornings With Maria Bartiromo, Bloomberg TV's In the Loop with Betty Liu, CNBC Squawk Box, and other media outlets. A recognized authority on trading cost, impact and timing risk, he coined the term "Honest EPS" as a way of identifying high quality stocks. He holds the Chartered Financial Analyst® designation
Attorney Alfred Casella, Murtha Cullina LLP
Estate Plans and New Taxes
Attorney Alfred Casella from Murtha Cullina LLP will speak about Estate Planning Strategies and incorporate highlights from the new tax legislation. Alfred Casella's practice includes estate administration, probate litigation and sophisticated estate planning. Alfred Casella's practice includes estate administration, probate litigation and sophisticated estate planning. His practice also includes serving as a fiduciary, whether as executor, trustee or conservator, as well as serving as counsel for conservatorships. Education: New York University, University of Connecticut Law School and Trinity College.
$10 General Admission
Registration coming soon
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