Round table discussion led by Paul Kingsman (Ash Brokerage), Kaitlin Copenhaver (Ash Brokerage) and Ryan Buckley (First Eagle Investment Management) to discuss Connecting with Clients and Growing your Practice in a Virtual World.
International Wealth Planning and the Future of Philanthropy - Panel Discussion. The panelists are Gina M. Pereira (Meritus) and Luca Bonetto (G&P Group ) with the session moderated by VISTRA representatives Chris Marquis and Raúl Markos.
FPA of Miami Social: Leveraging Technology to Deepen Client Relationships. Led by FPA of Miami Director Cammy Smith. Session sponsored by our friends at Cirrus Capital - Bryan D. Franco, CFA and Will Hubbard.
Market Update with City National Rochdale. Informative discussion focused on a 2021 economic outlook and CNRs approach to guiding client portfolios in the current environment.
PTAM representatives Frederick Kohly (Senior Vice President) and Sean Dranfield (Principal and Managing Director) will present "Bonds - Why Duration is Flawed".
