Mark the Dates!
September 10-12, 2008 • Renaissance Boston Waterfront Hotel
www.WealthManagementCongress.com
Register before May 26, 2008 to receive $300 discount |
Call 1-888-482-6012 or book online
Questions about the conference?
Email us at wmc@wbresearch.com
The Wealth Management Congress, a senior level discussion forum for Private Banks, National Trusts, Global Wealth Management Firms and Boutique Firms, has been designed to help you define your wealth management initiatives to best serve your clientele and stay ahead of the competition through:
- Hiring, training and retaining top talent for your client-facing financial advisors
- Differentiation of your business through a holistic customer-centric strategy and better investment products
- Establishing an integrated wealth management operational platform to optimize your relationships with every customer
Here are some reasons why you can’t miss the Wealth Management Congress:
1. Over 31 different topics to give you a holistic view of the market place to help you strengthen your business both internally and externally
2. Special focus day on executive recruitment and training in wealth management to attract and retain the best and brightest
3. Networking and roundtable formats to give you the opportunity to share challenges and receive feedback and insight on how others are tackling the same issues
4. Customized conference experience: Separate tracks on service strategies and integrated technology platforms to deliver comprehensive wealth management strategies and solutions to address your #1 challenge
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Already Confirmed Speakers Include:
- Edward J. Orazem, Managing Director, Family Office, Citigroup Inc.
- Tracey Warson, Managing Director/ Head of the Western Region, U.S. Trust
- Chris Baker, SVP, Client Experience Executive, Wachovia Wealth Management
- Jamie McLaughlin, Managing Director, Convergent Wealth Advisors
- Francine R. Lee, SVP, Head of Family Wealth Advisory, HSBC Private Bank
- Kelly Harper, Director, Private Client Group Marketing and Client Strategy, BMO Financial Group
- John Robbins, CFA, Managing Director, Chief Compliance Officer, Deutsche Investment Management Americas Inc
- Steven C Semple, First Vice President / Director of Investment + Products, JP Morgan Chase Bank
- Richard Franchella, Sr Managing Director, Private Client Group, RBC Dain Rauscher
- And many more! Click here to see the full speaker list
For speakeing opportunities, please contact Beth Kuntz at 646-200-7549 or email her at beth.kuntz@wbresearch.com
For sponsorship opportunities, please contact Rob Bucchino at 646-502-3250 or email him at Robert.Bucchino@wbresearch.com
For marketing opportunities, please contact Delnaz Bhopti at 646-502-3246 or email her at Delnaz.Bhopti@wbresearch.com |
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