December 7, 2011
Frederic Siegel lectured to the Investment Management Institute’s Wealthy Family’s Forum on Pre-Nuptial and Post-Nuptial Agreements at the Hyatt Regency in Greenwich, Connecticut.
The Investment Management Institute (IMI) is a leading research and education organization for institutional investors and wealthy families around the world. Established in Greenwich, Connecticut in 1981, IMI has acquired an extensive network of over 25,000 institutional investor connections. This includes a strong affiliation with senior investment officers at leading endowments and foundations, corporate and public pension funds, nuclear decommissioning trusts (NDTs), asset consultants, faith-based organizations, funds of funds, and family offices. These relationships, coupled with our association with countless money managers operating in the $25 trillion asset management industry, has proven IMI more than capable of shedding light in these somewhat bleaker times.
The one day Wealthy Family’s Forum is complimentary to wealthy individuals and family office representatives. It is IMI’s way of giving back to those who have been so supportive of our programs. The program covered areas of enormous value in determining the optimal financial solutions for family needs including insurance, legal guidance and investment strategies.
OPTIMIZING FAMILY ASSETS
INVESTING IN PRIVATE ASSETS & ENTERPRISES
TRADITIONAL INVESTING VERSUS ALTERNATIVES
SELECTIVE OUTSOURCING WITH FAMILIES
DIVERSIFYING PORTFOLIOS WITH GLOBAL INVESTMENT
LONG TERM FAMILY CHALLENGES/OPPORTUNITIES
THE EXPANDING ROLE OF MULTI-FAMILY OFFICES
SOPHISTICATED PHILANTHROPY: CHARITABLE STRATEGIES
THE ANATOMY (ADVANCED) OF ESTATE PLANNING
SEEKING ALPHA IN PRIVATE EQUITY
EDUCATING THE NEXT GENERATION
FAMILIES PARTICIPATING IN SPORTS FRANCHISES
Please visit The Investment Management Institute website.