James (Jay) E. Hughes, Jr., Esq. to Speak at 5th Annual Integrated Wealth Management Forum in New York City

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Institutional Investor Events announces James (Jay) E. Hughes, Jr., Esq. will be speaking at the 5th Annual Integrated Wealth Management Forum on September 10th - 12th at the Union League Club in New York City. The Forum is the premier educational and networking gathering for private investors, high-net-worth portfolio managers & family offices.

Institutional Investor Events is proud to announce James (Jay) E. Hughes, Jr., Esq. will be speaking at the 5th Annual Integrated Wealth Management Forum on September 10th - 12th at the Union League Club in New York City.

The Forum is hosted by industry guru Jean L. P. Brunel, editor of The Journal of Wealth Management, and produced in association with Private Asset Management. The Forum is the premier educational and networking gathering for private investors, high-net-worth portfolio managers & family offices.

Hughes is the author of Family Wealth: Keeping It in the Family, and has written a new book entitled Family - The Compact Among Generations, both published by Bloomberg Press. He is renowned for his work and writings on intergenerational planning and succession and his industry-changing insights on sustaining family wealth for the long-term defy the shirt sleeves to shirt sleeves proverb so often heard in the wealth community.

Other Speakers Include:

Nobel Laureate Daniel Kahneman, PhD, Princeton University, best known for his work on the psychology of judgment and decision making, as well as the development of behavioral finance. He will present Leading Edge Findings on the Interaction Between Behavioral Finance and Modern Portfolio Theory.

Charlotte Beyer, Founder & CEO, Institute for Private Investors (IPI), will describe how the wealth
management industry is now moving into its "adolescence," and outlining the repercussions and opportunities for advisors.

John Benevides, President, Family Office Exchange (FOX) will present on multi-family offices, laying out FOX's latest research on five key areas that will underlie the most successful and profitable providers in this market over the next 3 to 5 years.

This year's sessions also include:

  •     Real Estate: Assessing the Risks and Opportunities and Integrating Real Estate Investment Vehicles into High-Net-Worth Portfolios, featuring Anthony E. Malkin, W&M Properties.
  •     Jean L. P. Brunel: A New Angle on Hedge Fund Replication
  •     130/30 Strategies, Alternative Beta and Structured Products and Derivatives for HNW Portfolios
  •     The Challenges of Family Businesses with Laird Koldyke, The Laird Norton Company and Llloyd Shefsky, Kellogg School of Management
  •     Exclusive Closed-Door Session for Single Family Offices, Family Businesses and Foundations

For more information on this event please visit http://www.iievents.com. If you would like to feature the summit in your publication and attend as press, please contact Cristin Riffle Lash, criffle@iievents.com, Tel: 212-224-3969.

About II Events:
Institutional Investor Events produces awards events and high quality conferences and seminars that leverage the content of Institutional Investor News' 17 financial newsletter titles. Like the Institutional Investor newsletters, the conferences deliver critical intelligence across the entire field of financial services, providing leading edge information on tomorrow's trends. http://www.iievents.com

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