Description

This interactive seminar will focus on a number of practical issues in managing private client portfolios. Topics discussed will include the use of human capital to determine an asset mix, the potential asset liquidity risk with the use of private equity and alternative investments and how to design the customized solutions to properly reflect the complexities of each private client. The seminar will be a format of discussion based on questions. Audience size will be limited to encourage an active dialogue with all seminar participants.

Pre-registration is required for these lunch sessions – seats are limited.

Speaker(s):

• Lauren Minch, CPA, CFA, CGMA, Director of Institutional Development, Wiley
• Thomas Trainor, CPA, CA, CFA, CFP, CLU, MBA, Managing Director, Hanover Private Client Corporation