Having the right information is key to making good decisions – but how do you deliver information to clients in a way that is concise, relevant and usable?
How do you craft a reporting experience for clients that goes beyond the static quarterly report and provides them with data that is up-to-the-minute and available across different channels?
How do you bring different stakeholders and the next generation into the reporting process?
With clients able to access information about any topic immediately, wherever they are, the pressure on wealth managers to provide accurate data in a way that supports the client’s decision-making process is growing. Meeting that challenge requires thinking about reporting through the client’s lens: when do they want information, how and why?
This Breakfast Briefing event will see the launch of a new research report, Client Reporting: or is it Client Communications, in which experts from the wealth management and fintech industries reveal the latest thinking on reporting and the client experience.
08.15 – 09.00 Registration and refreshments
09.00 – 10.30 Panel session and Q&A
10.30 – 11.00 Networking
Date and TimeDate: Tuesday 20th September • 2016
Time: 8:15 am – 11:00 am
The University Club - New York
Address: 1 W 54th St, New York, NY 10019, United States
Private Client Resources (PCR)
Bob Miller is the vice chairman of Private Client Resources. He is a strategic advisor to numerous technology firms, and the founder and former chief executive of four fintech companies focused in the investment and wealth management space. He is considered and expert in data consolidation, reporting and providing managed services to large financial firms. His most recent company, CorrectNet, which was sold in 2013, was a venture capital-backed provider of aggregation and reporting for institutional asset managers, prime brokers and hedge fund administrators.
Partner, Chief Wealth & Fiduciary Advisor
Evercore Wealth Management
Chris is a Partner and the Chief Wealth and Fiduciary Advisor at Evercore Wealth Management, responsible for setting the firm’s national strategy in providing comprehensive, goals-based wealth planning advice to clients across all aspects of their financial lives. Chris oversees the Wealth and Fiduciary Advisor teams in New York and works directly with the firm’s clients nationwide. He is a member of the Asset Allocation Committee and serves as Chief Wealth and Fiduciary Advisor of Evercore Trust Company, N.A. Additionally, Chris serves as President and Chief Executive Officer of Evercore Trust Company of Delaware.
Prior to joining Evercore Wealth Management in 2008, Chris was a managing director and the head of U.S. Trust’s Multi-Family Office, serving ultra-high net worth families nationally. He has over 20 years of experience advising clients on strategic wealth planning, asset allocation, fiduciary and family wealth matters. He represents Evercore at industry and client events and is frequently quoted in national publications.
Chris received a Bachelor of Arts in Political Science from Columbia University and an M.B.A. in Finance from Fordham University. He serves on the executive committee for the American Bankers Association’s Trust Management Association and is also a member of the Northwell Health ’s Estate Planning Committee.
Ed M. Friedman
Director, Eastern Division
Dynasty Financial Partners
Mr. Friedman and the relationship management team are responsible for the ongoing partnerships with the Dynasty Network advisors. A securities industry veteran for nearly 30 years, he formerly was Managing Director of Business Development and Managing Director of Advisor Development at Hightower Advisors. Prior, he held various positions at Morgan Stanley, including Director of the Wealth Advisor Program. In that role, his group providing training and support to the firm’s top advisors. He also served on the Management Committee of the private client business and was a guest speaker on development and compliance topics. Mr. Friedman holds a BA from Rutgers University and is a graduate of the Executive Education Program at the University of Pennsylvania, Wharton.
Mr. Friedman is an avid golfer and former tournament pool player.
PKF O'Connor Davies Family Office
Gemma Leddy, is the partner-in-charge of the PKF O’Connor Davies Family Office practice. Gemma has spent over 25 years working with high profile and UHNWIs, multi-generational families and closely held businesses. Gemma and her team of multi-disciplined experts provide comprehensive financial services including accounting and reporting, investment monitoring and oversight, tax planning and compliance, advanced planning and administrative and lifestyle services.
Prior to joining PKF O’Connor Davies, Gemma was a partner in a NYC CPA Firm and led their family office and business management division and was also the CFO of a NYC private family investment firm.
ClearView Financial Media
Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.
He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.
Taking his wealth management knowledge from behind his publications, Stephen is often at the centre a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.
Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.