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Mid-Atlantic Chapter Event - "Private Wealth Conference"
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Mid-Atlantic Chapter Event -

A Collaborative Private Wealth Conference with FFI-MAC, the Chartered Financial Analyst Society of Philadelphia (CFA) & the Philadelphia Society of Clinical Psychology PSCP).

11/28/2012
When: Wednesday, November 28th
From 8:00 AM until 4:00 PM
Where: The Hub at Cira Center
2929 Arch Street
Philadelphia, PA  19104
United States
Contact: Mid-Atlantic Chapter of FFI

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A Collaborative Private Wealth Conference with FFI-MAC, the Chartered Financial Analyst Society of Philadelphia (CFA) & the Philadelphia Society of Clinical Psychology PSCP).

Mark your calendar for an unprecedented collaboration. The Chartered Financial Analyst Society of Philadelphia has built a track record of running a very successful private wealth conference attracting some of the best and brightest speakers and panelists across a range of topics related to the management of private wealth. This year, FFI-MAC and the PSCP will join forces with CFA Philadelphia to explore themes across the full spectrum of how we act and think in relation to money, wealth and investing, whether from a lay, clinical or professional investor perspective.

*Breakfast and Lunch will be provided*

                                                                                                                                                                  

About the Presenters:

Maggie Baker, Ph.D. (Keynote Speaker)

Maggie Baker is an expert in understanding the dynamics of how people relate to money and the impact their attitudes, emotions and beliefs have on their money behavior, be they saving, spending and/or investing. These effects are often out of our awareness, which can make them doubly dangerous. Maggie’s recently published book, Crazy About Money: How Emotions Confuse Our Money Choices and What To Do About It, articulates common money conflicts, money avoidance and high-risk money behavior. Crazy About Money describes how adult maladaptive money behavior results from childhood half-truths and misinformation about money. A major clinical goal for Maggie is to help clinicians break the money taboo in clinical practice. She also works with money professionals to help them talk honestly and effectively to their clients about how emotions can negatively impact their money decisions.

G. Scott Budge, Ph.D. (Moderator)

Scott Budge is an expert in the dynamics of wealthy families, having worked directly with dozens of entrepreneurs, corporate executives and their families. He has also worked extensively as a developer and educator of wealth advisors, which is the focus of his book, The New Financial Advisor: Strategies for Successful Family Wealth Management. (John Wiley & Sons).

David Herritt, Family Wealth Advisor, GenSpring

David Herritt joined GenSpring Family Offices in 2006 as a Family Wealth Advisor and is responsible for the introduction and implementation GenSpring's Wealth Management process. Prior to joining GenSpring, David worked for a number of trust companies including Bankers Trust, Deutsche Bank Trust and U. S. Trust. David spent much of his 20 plus year career in Trust and Estate Administration. He speaks and writes regularly for professional and client groups on a myriad of topics including family governance, family dynamics, next generation education and planning for closely held businesses.

Larry Hirshhorn, Ph.D., Principal and Founding Member of CFAR

Larry Hirshhorn is a principal and founding member of CFAR a management-consulting firm in Philadelphia. He has a PhD in economics from MIT. He is also a founding member and past president of the International Society for the Psychoanalytic Study of Organizations. He recently presented a paper at its annual meeting, based on publicly available sources, on the organization dynamics of Bridgewater Associates, a major hedge fund. He writes a blog http:// learningfromexperiencelarryhirschhorn.blogspot.com/, which explores the linkages between business and psychology. He has written several blog posts on the relationship between behavioral economics and psychoanalysis and is the author of five books, including; The Workplace Within: Psychodynamics of Organizational life, Reworking Authority, and Managing in the New Team Environment. He teaches part time at Fielding Graduate University and in the Organization Dynamics program at the University of Pennsylvania.

Susan Stuber, Ph.D., Psychologist

Susan Stuber is a psychologist in private practice in Wayne, PA.. She has special training in family and couples therapy, and has worked on research focused on women taking care of elderly parents or in-laws in their homes. She is the parent of four children, one being a 9-year old girl with Down Syndrome.

Edward Monte, Ph.D., MBA, Founding Principal in Family Solutions Group

Edward Monte is a founding principal in Family Solutions Group – a family business / family office consulting firm specializing in helping families and their advisors more effectively navigate the emotional complexities often associated with significant wealth. He and his partners also work with individuals and families on the underlying personal issues and values clarifications tied to philanthropy. A particular focus in his consulting, research and writing is the complex dynamics between fathers and sons in business together. He is on faculty in the Next Generation Leadership Institute at the Loyola University Chicago Family Business Center. In addition, Edward is a practicing psychotherapist specializing in couple and family therapy. In practice for over thirty years, he is the Clinical Director of Centra, PC – a multi-disciplinary psychotherapy and psychiatric practice group. For eleven years prior to founding Centra, Edward was a senior staff clinician and supervisor with a couple and family therapy clinic in the Department of Psychiatry, at the University of Pennsylvania’s School of Medicine. He is currently on the graduate adjunct faculty of the Department of Social Policy and Procedure at the University of Pennsylvania. Edward is a clinical member and approved supervisor with the American Association of Marriage and Family Therapy (AAMFT).

Nina B. Stryker, Esq., Partner, Obermayer Rebmann Maxwell & Hippel LLP

Nina B. Stryker is Chair of the firm’s Trusts & Estates Department. Ms. Stryker’s practice is devoted exclusively to estate and trust law, with an emphasis on estate related litigation. Ms. Stryker received her Bachelor of Arts degree in history and social studies from Ursinus College, Collegeville, PA, and her Juris Doctor from Villanova University School of Law, Villanova, PA. She also holds an Estates and Trusts Specialist Certificate from the Institute for Paralegal Studies in Philadelphia. Ms. Stryker has been selected as one of "Pennsylvania Super Lawyers” as listed in both Philadelphia magazine (June 2006-2012) and the Thomson Reuters, Legal magazine, "Pennsylvania Super Lawyers" 2006 through 2012 editions and Top 50 Women Lawyers in Pennsylvania 2008-2009. She also was included in the Best Lawyers in America 25th anniversary edition and Best Lawyers in America (2009-2013).

Sue West, Director, SEI Private Wealth Management 

Sue West is Director, SEI Private Wealth Management, a business unit of SEI that provides private wealth management services to ultra high net worth families, family offices and non-profit organizations. She is responsible for research and development of solutions to meet the needs of individual consumers and for customized advice and investment strategies and for business development. Ms. West has over 25 years of experience in investment management and wealth management, focusing on the needs of institutions as well as ultra-high-net-worth investors.Before joining SEI in 1991, she worked at Towers Perrin for eight years as an actuarial specialist, and was focused on providing actuarial valuations and asset/liability analysis to institutional clients. Ms. West graduated with a degree in mathematics from Shippensburg University. She has spoken at numerous conferences for advisors and banks in theU.S. and internationally on a variety of topics.

Edward P. Hickey, CFA Senior Portfolio Manager, BNY Mellon Wealth Management.

As a senior portfolio manager, Ed works directly with BNY Mellon Wealth Management clients and their advisors in addressing their unique relationship needs, including portfolio management and wealth planning strategies. Relying on his over 25 years of successful high net worth and institutional investment management experience, Ed works closely with private bankers and other in-house experts in tailoring BNY Mellon Wealth Management’s broad expertise and set of solutions to each individual client’s unique set of circumstances. Prior to joining the firm in 2009, Ed worked for Columbia Management in Boston, where he was the lead portfolio manager for the large cap growth discipline, managing numerous client portfolios, co-managing a mutual fund, and analyzing the healthcare, consumer staples, and other industries. Before that, he was instrumental in the growth of Bainco International Investors, a high net worth investment management firm in Boston, where he managed complex client portfolios and directed the firm’s research effort. Ed received his Bachelor of Science degree in finance from Towson University and his Master of Science degree in finance from Bentley College. Ed is a member of the CFA Institute and is a board member of the CFA Society of Philadelphia.


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