Wealth Transfer to Next-Gen Clients: Will They Stay or Will They Go?
How do you communicate and engage the next generation of investors? What will your future client base look like? Firms and advisors that proactively seek to manage the next generation’s wealth will have an advantage going forward. We will be discussing practice management tools, resources and research to help achieve and deliver exceptional multi-generational family planning along with engaging the next generation of investors.
Mary Owen | Mary Owen is an accomplished business leader and strategic planning professional, who—in addition to her role as a Life Trustee with the Ralph C. Wilson, Jr. Foundation—has held a number of leadership-level positions with the NFL and the Buffalo Bills. Such positions include appointments to the league’s Super Bowl Advisory Committee, International Committee and the NFL Foundation Board, as well as active involvement with the National Advisory Board for the Pro Football Hall of Fame. During her executive tenure with the NFL, Ms. Owen also helped lead and oversee community relations initiatives for the Buffalo Bills, and is a former president of the team’s Youth Foundation.
Ms. Owen is a graduate of the McIntire School of Commerce at the University of Virginia, and is an active Trustee for the Jefferson Trust and longstanding Regional Selection Chair for the Jefferson Scholars Foundation. She also holds an MBA from Walsh College. Back To Top ^^
Ned Dane, CAIA | Ned Dane is Senior Vice President and head of Oppenheimer Funds’ Private Client Group. He joined the firm in 2014 and is leading the effort to expand and strengthen the channel’s industry presence in the private bank, single family office, and bank trust channels. Ned has been the executive sponsor for the last two years of UHNW Millennials study and in partnership with Legacy Capitals to offer training on how to conduct a multi-generational family meeting. Both topics touch on the issue of wealth transfer. Ned has been a speaker on this topic at multiple events such as the ABA Wealth Conference and on Dollars and Sense at Wharton. Back To Top ^^
Brie P. Williams | Brie Williams is Vice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business. She manages an award-wining team dedicated to the evolving needs of wealth management firms and financial advisors; developing business-specific insights to facilitate growth and efficiency beyond asset management.
Brie’s team has done a lot of research on the importance of family succession planning and how advisors can use strategic philanthropy as a way to communicate and engage with the next generation of clients. Brie is a highly regarded speaker at industry conferences and is the author of several articles related to wealth management practices. Back To Top ^^
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CFA Society of Los Angeles, 520 S. Grand Ave, Suite 655, Los Angeles CA 90071.
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Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Terence Balagia, CFA, CPA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|