Events/Speaking engagements
Wealth Management Technology 2008
Speaker
San Francisco, CA
June 23-24, 2008
Wealth Management Congress
Panelist
Boston, MA
Sept 11-12, 2008
AES
Attendee
San Francisco, CA
Oct 2-5, 2008
Family Office Metrics - Tech OPS 9
Plenary Speaker
New York, NY
Nov 17-18, 2008
NAMM Show '09
Attendee
Anaheim, CA
Jan 15-18, 2009
Bank of New York / Mellon Wealth Management Risk Seminar
Panelist
New York City, NY
January 29, 2009
Deloitte Family Office Forum
Speaker
Beverly Hills, CA
May 21, 2009
IIR 16th Annual Family Office Forum
Speaker
Chicago, IL
June 8-10, 2009
Family Office Metrics TechOps 10
Speaker
New York City, NY
September 22-23, 2009
8th Annual Family Office Symposium
Speaker
Aventura, FL
September 24-25, 2009