Global Wealth Conference
Join us in New York on Wednesday, Nov. 13
A Gramercy Wealth Management production supported by Luxury Roundtable
Wealth creation is at an unprecedented high globally, whether through real estate, stocks, art, jewelry and other assets and investments. Add to that the imminent transfer of wealth from one generation to the next. The coming decade will require deft and astute financial planning and awareness. It will also mean reorienting to the thinking of younger generations whose notions of luxury consumption and wealth creation and enhancement differ from those before them.
Join us at our Global Wealth Conference Nov. 13, focused on the trends and interests of wealthy individuals and families globally. This intimate gathering will bring together likeminded individuals with similar backgrounds to engage in insightful, thought-provoking topics and idea sharing.
As your host and Luxury Roundtable partner, Gramercy Wealth Management is a private wealth management team within the international division of UBS, the world’s largest wealth manager. The group is focused on ultra-high-net-worth families across the globe, and looks to bring together clients, wealth planning specialists, investment strategists, luxury experts and passionate investors. In this event, we will explore timely topics that are of most interest to you, your families and your social circles.
Please join us for this intimate and curated conversation among colleagues, people in the know and intriguing personalities. During your time with us, we hope that you can connect with peers, expand your network and learn from one another. Please note that our conference is a non-solicitation and no-press affair.
Wealth creation is at an unprecedented high globally, whether through real estate, stocks, art, jewelry and other assets and investments. Add to that the imminent transfer of wealth from one generation to the next. The coming decade will require deft and astute financial planning and awareness. It will also mean reorienting to the thinking of younger generations whose notions of luxury consumption and wealth creation and enhancement differ from those before them.
Join us at our Global Wealth Conference Nov. 13, focused on the trends and interests of wealthy individuals and families globally. This intimate gathering will bring together likeminded individuals with similar backgrounds to engage in insightful, thought-provoking topics and idea sharing.
As your host and Luxury Roundtable partner, Gramercy Wealth Management is a private wealth management team within the international division of UBS, the world’s largest wealth manager. The group is focused on ultra-high-net-worth families across the globe, and looks to bring together clients, wealth planning specialists, investment strategists, luxury experts and passionate investors. In this event, we will explore timely topics that are of most interest to you, your families and your social circles.
Please join us for this intimate and curated conversation among colleagues, people in the know and intriguing personalities. During your time with us, we hope that you can connect with peers, expand your network and learn from one another. Please note that our conference is a non-solicitation and no-press affair.
Location
UBS
11 Madison Avenue 10th Floor 10 West Great Hall New York, NY 10010 (24th Street entrance)
11 Madison Avenue 10th Floor 10 West Great Hall New York, NY 10010 (24th Street entrance)
Date & Time
November 13, 2024, 2:00 PM - 7:30 PM
Schedule
| 2:00 pm
Welcome
Eric P. Berger, senior vice president of wealth management, Gramercy Wealth Management, UBS Financial Services
| 2:10 pm
Trends in Wealth
High-net-worth clients are increasingly global and look to optimize their personal and family wealth profiles both in the United States and abroad. Additionally, clients look for more integrated advice across broad-based portfolios, including art, collectibles, private placements and other alternatives. Topics under discussion will include how to think about different and rising demographics in wealth? Also, with economic prosperity, we see diversified wealth profiles of different demographics. This is a promising mark of a growing economy, but does it change what those in wealth management should offer?
Joshua Heimann, head of sales and business development, UBS International
Stephanie Guild, senior director of investment strategy, Robinhood Financial
Wale Ogunleye, head of sports and entertainment client segment, UBS Financial Services
In conversation with Eric P. Berger, senior vice president of wealth management, Gramercy Wealth Management, UBS Financial Services
Joshua Heimann, head of sales and business development, UBS International
Stephanie Guild, senior director of investment strategy, Robinhood Financial
Wale Ogunleye, head of sports and entertainment client segment, UBS Financial Services
In conversation with Eric P. Berger, senior vice president of wealth management, Gramercy Wealth Management, UBS Financial Services
| 2:50 pm
Advanced Planning Topics: Tax, Trust and Estate Planning
Wealth transference is complicated when we factor in growth and appreciation of assets over time. Clients wish to transfer assets during life, intergenerationally and philanthropically. We also see political pressure on wealth transfer in Western democracies, as debt and deficit levels reach all-time highs. How should clients be thinking in terms of structuring their wealth for today’s challenges?
Edward A. Vergara, partner, Dungey Dougherty
Barbara Lynn Pedersen, partner for trusts and estates, Katsky Korins
In conversation with Andrea Santos-Morales, head of wealth planning Americas International, UBS Wealth Management
Edward A. Vergara, partner, Dungey Dougherty
Barbara Lynn Pedersen, partner for trusts and estates, Katsky Korins
In conversation with Andrea Santos-Morales, head of wealth planning Americas International, UBS Wealth Management
| 3:30 pm
Art and Finance: How to Value, Finance and Transfer
Art is a significant and growing part of client portfolios. As an alternative asset, how do we think about art from financing and valuation standpoints? How do we build out an art portfolio? What are the market dynamics that one should think about when it comes to art versus other asset classes? In thinking about transfer of art intergenerationally, how is this approached?
Lisa Koenigsberg, president, Initiatives in Art and Culture
Alanna Fabbri Butera, president and head of appraisals and advisory, Butera Art Advisory and Management
In conversation with Michael A. Guild, senior vice president of wealth management, Gramercy Wealth Management Group, UBS Financial Services
Lisa Koenigsberg, president, Initiatives in Art and Culture
Alanna Fabbri Butera, president and head of appraisals and advisory, Butera Art Advisory and Management
In conversation with Michael A. Guild, senior vice president of wealth management, Gramercy Wealth Management Group, UBS Financial Services
| 4:05 pm
Networking Break
Mingle and network with fellow delegates.
| 4:15 pm
Market Overview: Post-Election UBS Outlook
With the election of the new president, what is the outlook for the market in the year ahead?
David Lefkowitz, head of equities – Americas, UBS Global Wealth Management
In conversation with Seth Rutman, senior vice president, UBS Financial Services
David Lefkowitz, head of equities – Americas, UBS Global Wealth Management
In conversation with Seth Rutman, senior vice president, UBS Financial Services
| 4:45 pm
Philanthropy: Design, Execution and Sustainability
Philanthropic design is empowering at a family level and is a good tool to create adherence and camaraderie within families and among generations. During our discussion, we will explore family meetings and organizing around philanthropic mission. What are the values of the family? Are our beneficiary organizations targeted thematically or broad-based? Should we have restrictions? How do we think about evolving our mission over time? When thinking through philanthropic endeavors, we should consider timeline. Will philanthropic funds be exhausted over a certain timeline or be spread out over multiple years?
Julie A. Binder, executive director and senior – east division family advisory and philanthropy services, UBS Financial Services
Chris Cormier Maggiano, president, Cormier & Company
In conversation with Cristina DeBrito, financial advisor, Gramercy Wealth Management, UBS Financial Services
Julie A. Binder, executive director and senior – east division family advisory and philanthropy services, UBS Financial Services
Chris Cormier Maggiano, president, Cormier & Company
In conversation with Cristina DeBrito, financial advisor, Gramercy Wealth Management, UBS Financial Services
| 5:15 pm
Broadway: The Business Behind the Art
Last year, Broadway contributed more than $15 billion to the New York economy, drawing 12-plus million visitors to its theaters and supporting nearly 100,000 local jobs. However, historically only 20 to 30 percent of shows recoup investors’ capital. To spark our thinking about investment considerations in this space, we will hear from a successful Broadway producer and a Broadway director.
Marc Bruni, Broadway director, Beautiful: The Carole King Story and The Great Gatsby
Jeffrey Finn, Broadway producer and vice president and executive producer of theater, The John F. Kennedy Center for the Performing Arts, Washington, DC
In conversation with Stanley Zareff, CEO, Zareff Consulting
Marc Bruni, Broadway director, Beautiful: The Carole King Story and The Great Gatsby
Jeffrey Finn, Broadway producer and vice president and executive producer of theater, The John F. Kennedy Center for the Performing Arts, Washington, DC
In conversation with Stanley Zareff, CEO, Zareff Consulting
| 5:45 pm
Networking Cocktail Reception
Compare notes after a day of learning, and network and build relationships with speakers and delegates.
Speakers
Our speakers are topnotch experts in wealth management and custodians of HNW and UHNW finances
Eric P. Berger
Senior Vice President of Wealth Management
UBS Financial Services
UBS Financial Services
Eric P. Berger is senior vice president of wealth management and financial advisor at UBS Financial Services. He was previously in private banking at Credit Suisse.
Alanna Fabbri Butera
president and head of appraisals and advisory
Butera Art Advisory and Management
Butera Art Advisory and Management
Alanna Fabbri Butera is president and head of appraisals and advisory at Butera Art Advisory and Management. She was previously
director for valuations, trusts and estates at Bonhams.
director for valuations, trusts and estates at Bonhams.
Chris Cormier Maggiano
Founder/PresidenT
Cormier & Company
Cormier & Company
Chris Cormier Maggiano is founder/president of Cormier & Company. He previously was principal at The Raben Group.
Julie A. Binder
Executive Director and
Senior Strategist, East Division
Family Advisory and Philanthropy Services
UBS Financial Services
Senior Strategist, East Division
Family Advisory and Philanthropy Services
UBS Financial Services
Julie A. Binder is executive director and senior strategist – east division family advisory and philanthropy services at UBS Financial Services. She was previously director of strategic alliances at Foundation Source.
Andrea Santos-Morales
head of wealth planning Americas International
UBS Wealth Management
UBS Wealth Management
Andrea Santos-Morales is head of wealth planning Americas International at UBS Wealth Management. She was previously director at BNY Mellon Wealth Management.
Stephanie Guild
Senior director of Investment Strategy
RobinHood Financial
RobinHood Financial
Stephanie Guild is senior director of investment strategy at Robinhood Financial. She was previously global investment specialist and managing director at J. P. Morgan.
Lisa Koenigsberg
Founder/PresidenT
Initiatives in Art and CUlture
Initiatives in Art and CUlture
Lisa Koenigsberg is founder/president of Initiatives in Art and Culture. She is president of the Morris-Jumel Mansion Museum and board member at Glessner House.
Jeffrey Finn
Broadway producer and vice president and executive producer of theater
The John F. Kennedy Center for the Performing Arts
The John F. Kennedy Center for the Performing Arts
Jeffrey Finn is a Broadway producer and vice president and executive producer of theater at The John F. Kennedy Center for the Performing Arts, Washington, DC. He is also president of Jeffrey Finn Productions and Hot On Broadway.