International Wealth Management Forum
Speakers
CHAIRPERSON
Daniel Goldstein
Senior Managing Director
MANCHESTER CAPITAL MANAGEMENT
DAY ONE – Monday, April 20th, 2015
9:30 KEYNOTE PRESENTATION
Joe Calabrese
CEO
GELLER FAMILY OFFICE SERVICES, LLC
10:15 PRESENTATION
Linda C. Mack
Founder and President
MACK INTERNATIONAL, LLC
2:00 PANEL DISCUSSION
Moderator: Daniel Goldstein
Senior Managing Director
MANCHESTER CAPITAL MANAGEMENT
Mark Castelin
Director, Investment Advisory Services
CTC| myCFO
Robert Elsasser
Director of Fixed Income Research
CTC| myCFO
Mark Roberts
CIO
BILTMORE FAMILY OFFICE
2:45 KEYNOTE PRESENTATION
Charles A. Lowenhaupt
Chairman
LOWENHAUPT GLOBAL ADVISORS
5:45 KEYNOTE PRESENTATION
Tony Roth
CIO
WILMINGTON TRUST
6:30 ROUNDTABLE DISCUSSION GROUP
John Clark
Managing Director
PERFORMANCE EQUITY MANAGEMENT LLC
6:30 ROUNDTABLE DISCUSSION GROUP
John L. Pouschine
Managing Director and Co Founder
POUSCHINE COOK CAPITAL MANAGEMENT, LLC
6:30 ROUNDTABLE DISCUSSION GROUP
Michael Taglich
Co-Founder, President and Chairman
TAGLICH BROTHER, INC.
DAY TWO – Tuesday, April 21, 2015
8:00 ROUNDTABLE DISCUSSION GROUP
David J. Dunn
President and Founder
KINGSBRIDGE WEALTH MANAGEMENT, INC.
8:00 ROUNDTABLE DISCUSSION GROUP
Cliff Oberlin
Founder, Chairman and CEO
OBERLIN WEALTH PARTNERS
8:00 ROUNDTABLE DISCUSSION GROUP
Leonardo Wengrover
CEO
W ADVISORS (Brazil)
8:45 KEYNOTE DUAL PRESENTATION
Maria Elena Lagomasino
Managing Partner and CEO
WE FAMILY OFFICES
Michael Zeuner
Managing Partner
WE FAMILY OFFICES
11:15 PRESENTATION
Andy Hart
Managing Partner
DELEGATE ADVISORS
12:00 PRESENTATION
Karim HK Ahamed, CFA
Partner
HPM PARTNERS LLC
1:45 DUAL PRESENTATION
Michael J. Kiley
Founder and CEO
CHAMBERLAIN GROUP
Clive Fleissig
President and Co-Founder
ROCHESTER ADVISORS
3:45 KEYNOTE PRESENTATION
Pat Soldano
Founder
POLICY AND TAXATION GROUP
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