IAI Review.org » Entries tagged with "Marcus Evans"
Lord North Street: Getting Private Wealth Management Right
William Drake: Manager selection is the next important step. Once the portfolio has been designed, the question is how to execute it. We prefer to find talented fund managers who can add some value over the indices, but manager selection is not as critical as getting the risk profiling and asset allocation right. If we cannot find talented managers in a particular mandate, we use trackers to get exposure to the asset class until we do. … Read more »
In : Alternative Investments, Business Opportunities - Global Investments
European institutional investors to discover fresh approaches to alpha generation despite uncertainty in global financial markets.
marcus evans, the producer of high-level business events for the world’s leading business decision-makers, has announced the Alternative Investments Europe Summit, taking place from 4-5 October 2011 in the Fairmont Le Montreux Palace, Montreux, Switzerland. “Once again, a superbly organised summit offering first class speakers and unique networking opportunities” Motor Industry Pension Fund … Read more »
Pension executives come together in order to ensure their investment strategies deliver strong returns even in the most challenging financial markets.
marcus evans, the organiser of high-level business events for the world’s leading business decision-makers, hereby announces the UK Pension & Investments Summit, taking place from 6-7 October 2011 at the Wyndham Grand London Chelsea Harbour Hotel, London, UK. “Professionally organised event with high caliber speakers ” Telefonica O2 Offering much more than any conference, exhibition or trade show, the UK Pension & Investments Summit 2011 is a unique industry event bringing together the gate keepers of the … Read more »
In : Alternative Investments, Succession Planning and Family Business
Smoothing Transitions: Guiding Private Wealth Management Professionals into the Post-Crisis World of Finance
The eighth marcus evans Elite Summit, held in Montreux this past May, maintained its position as the cornerstone of cutting edge networking for the financial advisors of Europe’s wealthiest families and UHNWI. An unparalleled programme delivered best practices from superior PWM expertise and in-depth one-on-one networking with top asset/fund managers and service providers. It was kicked off by Chairman Gideon Rachman, of the Financial Times, with a concise global economic overview that unified all of the … Read more »
graymatter STRATEGIES, LCC: Family Dynamics in Private Wealth Management
Lisa Gray, a keynote speaker at the marcus evans Elite Summit 2011, discusses the role that family dynamics play in private wealth management. Interview with: Lisa Gray, Founder & Managing Member, graymatter STRATEGIES, LLC. “The biggest risks to family wealth emanate from the family itself. Market risks pale in comparison to the role that family dynamics can play,” says Lisa Gray, Founder & Managing Member, graymatter STRATEGIES, LLC. A keynote speaker at the marcus evans Elite Summit … Read more »
In : Alternative Investments, Family Office and Wealth Management
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