Family Wealth Report Summit 2014

About


Agenda

 

8:00am – 9:00am Registration and breakfast
9:00am – 10:00am The digital client experience
The panel will address issues relevant to social media and digital communications for clients, not from the technology perspective but from the business perspective. Topics will include:What are client needs How to meet and measure expectations How to enhance the client experience
10:00am – 10:20am Morning Break
10:20am – 11:20am Technology and Operations Q&A
The panel will be address topics around some of the biggest challenges wealth managers and family offices including perspectives from consultants, providers and end users on the following areas:Outsourcing and efficiency The revolution in digital channels Reporting and data accuracy – key elements of client experience Regulatory onslaught as a driver of change
11:25am – 12:25pm What keeps family offices awake at night? Key questions to be addressed in 2014 by senior family office executives
The panel comprised of family office executives and those working closely with them will address a range of issues including:Succession planning and wealth transfer Next generation and family dynamics Reporting and risk management Regulation and compliance Investment, trust and asset protection

Logistics

Date and Time

Date: Thursday 13th March • 2014
Time: 8:00 am – 1:00 pm

Venue

Metropolitan Club

Address: One East Sixtieth Street, New York, NY 10022-1054, USA


Speakers

Cath Tillotson

Managing Partner

Scorpio Partnership

Catherine Tillotson oversees the research activities of Scorpio Partnership and the development of strategic recommendations for client projects. In addition, she leads both Scorpio Partnership's annual Global Private Banking KPI Benchmark and the Futurewealth project.

The Global Private Banking KPI Benchmark identifies and tracks the performance of 224 wealth management firms around the world that together manage an estimated 82 per cent of global managed wealth. Meanwhile, Futurewealth is the largest online survey of global wealth trends with end-HNW consumers.

Dan Watt

Head of Program and Project Management

Royal Bank of Canada

Dan is head of Program and Project Management for RBC Wealth Management, responsible for delivering the business benefits related to the portfolio of projects across wealth management.

Dan has 25 years of technology, project management and execution experience in financial services; 3 years with RBC. Past roles have included senior positions with a focus on leading large, complex and global initiatives frequently involving technology as an enabler.

Dan has an entrepreneurial approach to technology and what it can bring to business which stems from leading a software company prior to entering Financial Services

David Chong

President of Portcullis Group

President of Singapore Trustees Association

David Chong is the Founder and President of the Portcullis Group.

He is also the Executive Chairman of Fusang – the Asian Family Office, owned by his family. Fusang offers its services through Fusang Family Office and Fusang Investment Office. Fusang Investment Office Pte Ltd is a Registered Fund Management Company regulated by the Monetary Authority of Singapore.

David is a director of David Chong Law Corporation, Singapore. David qualified as a Barrister-at-Law, Lincoln’s Inn; Advocate & Solicitor, Singapore, Malaya and Brunei; Barrister & Solicitor, British Virgin Islands; Solicitor, NSW and Queensland, Australia; Barrister & Solicitor, Australian Capital Territory and Victoria, Australia.

David is the President of the Singapore Trustees Association (STA). He served as the Founding President of Society of Trust & Estate Practitioners (STEP) Singapore Branch and was the Founding President of the Singapore Fund Administrators Association (SFAA). He is a Fellow of Harris Manchester College, University of Oxford.

David has a Master’s Degree in Law and a Master’s Degree in Business.

David Hoggard

Vice President, Sales

db corporate social platforms

David is VP of Sales at db corporate social platforms, a developer of proprietary social media platforms for wealth management firms.

David has thirty years of experience in the IT and tech space, working with a diverse range of technology propositions across many vertical markets in the UK, Europe and US. He specialises in helping organisations apply new technologies to achieve business efficiencies and increase client engagement.

David is a passionate advocate for the strategic use of social media in wealth management – for prospecting for new business, maintaining relationships and the day-to-day servicing of clients. db’s other business lines, conferencing platforms and second-screen television viewing, mean that he is also able to speak extensively on broader social media trends and its commercial use across sectors.

Glenn Bolstad

General Manager, North America

Appway

Glenn Bolstad develops and executes Appway's expansion strategy throughout North America. With over 18 years of experience in the financial services industry, Bolstad has held various senior sales positions on Wall Street. He holds a bachelor’s degree in Finance and an MBA in International Business.

Jon Carroll

Executive Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an executive director in the Ernst & Young US Americas Family Office Ad­visory practice. His primary focus is advising family members, family business owners, trustees, and family office executives on how to grow and govern their single-family office.

Jon has extensive experience of advising families on the set-up and structure of their family office, strategic planning and imple­mentation, business and operational risk assessment, and family office systems and technology search, selection, implementa­tion and integration. Jon has over 22 years experience serving UHNW families, including seven years working in a family office as chief operating officer. Before joining Ernst & Young, Jon was president and CEO of Family Office Metrics.

Kathy Engle

Head, Thought Leadership

Royal Bank of Canada

Kathy is Head of Thought Leadership for RBC Wealth Management, responsible for driving RBC's global profile as a leading source of ideas, insight and analysis on key issues of interest for High Net Worth individuals and the global wealth management industry.

Kathy has 20 years of wealth management experience and 14 years with RBC. Prior to assuming her current mandate, Kathy held a variety of senior roles across wealth management in global strategy, private banking, asset management and marketing, as well as several years directly managing the wealth of high-net-worth individuals.

Michael A Woocher

Head of Client Development

GenSpring Family Offices

Michael Woocher is head of client development at GenSpring, a role that carries responsibility for firm-wide client development, sales, marketing and public relations activities. He is also a member of the executive committee. Before this Michael was a member of the firm’s senior leadership team from 2008 to 2011 when he served as president of the Atlanta - Buckhead family office. He later had responsibility for GenSpring’s business development efforts throughout SunTrust Bank.

Michael held increasingly responsible roles within SunTrust Private Wealth Management, where he advised wealthy families on a wide range of investment and wealth planning issues from 1997-2007 before joining GenSpring. He returned to SunTrust Private Wealth Management as a managing director in 2011. Michael is an attorney and certified financial planner.

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US busi­ness. A management consultant by training, Michael has considerable experience as a leader in the wealth management indus­try. This included a leadership position at GenSpring Family Offices where he was a member of the firm’s operating committee and senior executive partner responsible for its local family offices across the US.

Before this Michael was managing director and global head of wealth solutions at JP Morgan Private Bank, having been head of strategy and marketing worldwide at Chase Manhattan Private Bank prior to its merger with JP Morgan in 2002. Michael is also a board member and co-founder of the Institute for the Fiduciary Standard.

Rebecca A Meyer

Managing Director of Client Strategy

Pitcairn

Rebecca Meyer is managing director of client strategy at Pitcairn, a recognized global leader in the family office marketplace. A key member of the leadership team, she brings her background in family systems and over 20 years experience as an investment professional to the strategic planning solutions developed for families. As such, she is responsible for coordinating the development of comprehensive strategies designed to meet long-term goals for multi-generational families and is accountable for developing client deliverables and customized client education initiatives. Rebecca was one of the lead architects of Pitcairn’s open architecture investment process. She is also a member of Pitcairn’s planning team, investment policy and investment strategy committees.

Robert J. Fiore

CPA, President and CEO

Private Client Resources (PCR)

Mr. Fiore, who joined Private Client Resources (PCR) as Chief Financial Officer in 2005, and also held the title of Chief Operating Officer, was appointed President and Chief Executive Officer in 2011. Under Mr. Fiore’s leadership, assets on the firm’s platform increased from $20B to over $90 billion. This growth is attributed to the progressive growth of its family offices and private banks and the successful expansion of PCR into the RIA (Registered Investment Advisor) market. Mr. Fiore believes that private wealth businesses want a reporting and aggregation solution that provides indisputable advantages over software - an outsource solution that enables a private wealth business to achieve greater results.

Prior to joining PCR, Mr. Fiore was the chief financial and operating officer of Optima Group, Inc., a strategic marketing and management consulting firm serving Fortune 500 financial services firms.

Simon Turner

CTO

Equipos

He began his career as a developer in Australia working on Unix based accounting systems for a UK based firm called Tetra Ltd.Since then Simon has had a number of roles all of which have either been for software product or consulting companies. Despite a stint with Oracle (as a Microsoft evangelist) Simon has always been mainly focused on Microsoft technologies, in particular .Net and SharePoint.

Most recently and prior to joining Equipos Simon was Director of Consulting Services for Hitachi Consulting, a global technology consulting firm. Prior to Hitachi Simon work for Wipro as Senior Practice Manager for the Microsoft EMEA practice and before that for a UK based consulting firm called Conchango which later became EMC Consulting.

Before Conchango Simon had a number of roles including CTO and Group Development Director for a number a small and medium sized UK based software firms.

Simon has always been heavily focused on Microsoft as a technology platform and was a member of Microsoft Developer Advisor Council for the Office 14 development (Office/SharePoint 2010). He has a very strong development background with extensive experience in most .Net technologies including C#, Silverlight, Workflow, WCF and XNA.

Stacey Haefele

President & CEO

HNW

Stacey is a strategic marketer with over 20 years of professional services experience. A leading expert and frequent industry commentator on high net worth consumers and the brands, advisors and institutions who seek to serve them, Stacey has appeared on CNBC, Fox News, The Closing Bell and has been widely quoted in publications including The Wall Street Journal, The New York Times, AdAge, Financial Planning and Family Wealth Report, to name a few.

As President and CEO of HNW, Stacey is responsible for the firm's day to day operations, serves as an advisor to senior clients, and leads business development, investor relations and strategic communications. Prior to joining HNW is 2002, Stacey was Vice President, Director of Digital Strategy at Digitas. Stacey is a graduate of Wellesley College with a Masters degree from Columbia University.

William Sullivan

Global Head of Market Intelligence

Capgemini

Bill Sullivan has over 15 years of strategy and transformation consulting experience within the U.S., Europe, and Asia, including three years in Hyderabad, India. He is currently the Global Head of Capgemini's Financial Services Market Intelligence Group, which is responsible for developing Capgemini's Global Financial Services thought leadership, internal strategic analysis, and client market intelligence projects (including program management of the market leading World Wealth Reports and Asia-Pacific Wealth Reports since 2007).

Before running the Market Intelligence team, Bill oversaw the management of Capgemini's Global Wealth Management Center of Excellence. Previous positions include running Capgemini's Global Financial Services Lab in Paris, France and managing Capgemini's Americas' Strategic Research Group based in Cambridge, Massachusetts.


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