[LP] – Symposium – 2023 Registration Page
2023 Symposium
The Evolution of UHNW Wealth Management:
At the Crossroads of Collaboration, Integration and Transformation
November 13-14, 2023 | New York City
Through one of the Institute’s key initiatives, Integrated Wealth Management (IWM), we’ll explore what the industry could look like when we unleash the power of collaboration and integration. Event sessions will examine the evolution of the wealth management industry, focusing on experiences from the past, trends and practice settings of the present, and imminent changes that will shape the future of wealth advising.
This event is for UHNW Institute Members only. If you are not a member, we invite you to visit our membership page.
Schedule of Events
Monday, Nov. 13 – Denton’s New York
5:30 – 8 p.m.
Welcome Reception
November 13
5:30-8 p.m.
Dentons New York
1221 Avenue of the Americas, Floor 24
New York, NY 10020
Tuesday, Nov. 14 – Bernstein Private Wealth
9:00 – 9:30 a.m.
Registration, Breakfast and Networking
9:30 – 9:55 a.m.
Welcome and Introduction
9:55 – 10:30 A.m.
An Inflection Point. The Evolution of UHNW Wealth Management: At the Crossroads of Collaboration, Integration, and Transformation
10:30 – 11:15 A.m.
Industry Trends: Client Demand and Practitioner Response
11:15 A.M. – 11:30 a.m.
Break
11:30 A.M. – 12:30 P.M.
Integrated Wealth Management
12:30 – 12:45 P.M.
Break
12:45 – 1:30 P.M.
Working Lunch – Beyond the Noise: Impacts of AI & Its Applicability to The Wealth Management Industry
1:30 – 1:40 P.M.
Break
1:40 – 2:30 P.M.
Macro/Systemic & Strategic Considerations for Integrated Wealth Management
2:30 – 3:15 P.M.
Micro/Client Facing Requirements for IWM
3:15 – 4:00 P.M.
Breakout Groups
4:00 – 4:15 P.M.
Break
4:15 – 5:00 P.M.
Breakout Group Synthesis and Takeaways
5:00 – 5:20 P.M.
Concluding Remarks
5:30 – 6:30 P.M.
Cocktails
7 – 9 P.M.
Dinners
Speakers and Panelists
Stephen Harris – Emcee
CEO
ClearView Financial Media
Joe Calabrese
Chief Operating Officer
Wealth Management, KeyBank
Read Bio
Amy Hart Clyne
Chief Knowledge & Learning Officer at Pitcairn
Read Bio
Katherine Dunlevie
President & CEO
The Family Office at Synovus
Betsy Erickson
Head of Family and
Individual Services
John Froese
Director, Head of Banking & Wealth
Management – Google Cloud
Abhinav Goel
EY Americas Wealth and Asset Management AI Leader
Jim Grubman
Owner
Family Wealth Consulting
Wally Head
Founder & Principal
Personal Fiduciary Advisors, LLC
Dennis Jaffe
Senior Research Fellow
Banyan Global
Richard Joyner
Independent
Consultant
Kristin Keffeler
Chief Learning Officer
Johnson Financial Group
Angelique LeDoux
Managing Editor
The UHNW Institute
Kathy Lintz
Partner & Managing Member
Matter Family Office
Sean Markert
Account Manager Quiantiphi
Read Bio
Tom McCullough
Chairman & CEO
Northwood Family Office
Jamie McLaughlin
Founder and CEO
J. H. McLaughlin & Co., LLC
Thom Melcher
Director of Private Wealth
Managing Director
Susan Mucciarone
Wealth And Investment Management Industry Leader
David Novick
Managing Director, Private Family Enterprises at PwC
Read Bio
Nicole Perkins
Director of Client Experience & Development, Gresham
Read Bio
Stephen Prostano
Chairman of Board
The UHNW Institute
Laurent Roux
Independent Director
Willow Street
Danielle Vlakner
Partner, US Family Office Leader
at PwC
Randy Webb
Senior Advisor
Family Office Solutions
Christopher Zander
President and CEO
Evercore Wealth Management and Evercore Trust Company
Read Bio
Michael Zeuner
Managing Partner
WE Family Offices
Welcome Reception
1221 Avenue of the Americas, Floor 24
New York, NY 10020
Symposium Venue
1345 Avenue of The Americas, Floor 41,
New York, NY 10105
Hotel Recommendations
Sheraton New York
Times Square
Sponsors
Request Sponsorship Information
About The UHNW Institute
As a nonprofit think tank and learning exchange,
The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next. If you are interested in learning more about membership, please visit our membership page.