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 Time

Date: Tuesday 20th September - 2016
Time: 8:15 am – 11:00 am


The University Club – New York

Address: The University Club of New York, One West 54th Street, New York, NY 10019

About our Sponsors



Bob Miller

CEO and Vice Chairman of the Board

Private Client Resources (PCR)

Bob became CEO of PCR in 2016 after a year as Vice Chairman and strategic advisor.  A founder of 5 financial technology companies in which he was both technical architect […]

Christopher Zander

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 […]

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 […]

Gemma Leddy

Partner-in-Charge, PKF O’Connor Davies Family Office

PKF O’Connor Davies Family Office

Gemma Leddy, CPA is the founder and Partner-in-Charge of the award-winning PKF O’Connor Davies Family Office practice.  She is also managing director of PKF Funds and Family Office, headquartered in […]

Stephen Harris


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 […]

Tom Burroughes

Group Editor

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 […]