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speaking engagements

graymatter speaks

Recent Speaking Engagements:

November 20 – 22, 2013: Marcus Evans Elite Summit, Montreux, Switzerland

October 23 – 25, 2013: Opal Family Office & Private Wealth Forum West, Napa Valley, CA

September 26 – 27, 2013: Opal Canadian Family Office West Forum, Vancouver, BC

September 17, 2013: CFA Society of Oklahoma, Oklahoma City and Tulsa

June 25 – 26, 2013: Private Asset Management (PAM) Centers of Influence Network, White Plains, NY

May 30 – June 1, 2012: Marcus Evans Elite Summit, Montreux, Switzerland, audience included global Multi-Family Office Executives as well as Advisors.

May 23, 2013: 2:00 – 3:00 p.m. ET, Opal Financial Group Webinar with Tom Handler of Handler Thayer LLP, “Relationship Development: what is it, how does it happen, and how do you become the advisor families and family offices choose?”

May 21, 2013: 2:00 – 3:00 p.m. ET, Opal Financial Group Webinar with Tom Handler of Handler Thayer LLP, “Relationship Risk: what is it, where is it, and how does it affect family sustainability?”

July 22 – 24, 2013:Opal Family Office & Private Wealth Management Forum, Newport, RI, Co-Chair and Facilitator for sessions on: “Family Governance and Sustainable Wealth Planning for the Next Generations”, “Structuring a Family Office”, “Trustee-Beneficiary Relationships” audience will include Families, Family Office Executives, and Advisors from around the world.

March 22, 2013: Private Asset Management (PAM) March Breakfast: Expert Panelist, “Legacy and the Impact of Wealth: Identifying Wealth Services,” New York, NY

March 4, 2013: Opal Family Office Winter Forum, NY, Expert Panelist
“Creating a Family Constitution….Where you Start Depends on Where You Are,”  Audience included Family Office Executives and Advisors

February 6, 2013: Financial Planning Association, “Wealth Transition and Servicing of High Net Worth Clients,” Richmond, VA

October 24-26, 2012: Opal Family Office & Private Wealth Management Forum, Napa Valley, CA, Co-Chair and Facilitator for private breakfast sessions on: “Family Governance and Sustainable Wealth Planning for the Next Generations”, “Structuring a Family Office”, “Writing a Family Constitution” audience included Families, Family Office Executives, and Advisors from around the world.

July 23-25, 2012: Opal Family Office & Private Wealth Management Forum, Newport, RI, Co-Chair and Facilitator for private breakfast sessions on: “Family Governance and Sustainable Wealth Planning for the Next Generations”, “Structuring a Family Office”, “Writing a Family Constitution” audience included Families, Family Office Executives, and Advisors from around the world.

May 7 – 8, 2012: 10th Anniversary Family Office Symposium, Financial Research Associates (FRA), “Trusts as Family Members: The Secret to Multi-Generational Wealth,” “Integrating the ‘Soft’ and ‘Hard’ Issues When Advising Families,” Fairmont Southhampton, Bermuda

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