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COMPANY > NEWS AND EVENTS > SALENTICA WEALTH MANAGEMENT SYMPOSIUM - NOVEMBER 12.09 - TORONTOPreparing for Recovery
After a challenging year, wealth management firms and investors are seeing strengths in the market and looking to the future. What will the new recovery be like from a client management perspective for firms that manage wealthy clients? What will be the impact on how wealthly clients deal with their wealth management firms? How will changes in technology and client expectations change the way wealth firms manage their clients? Salentica's Wealth Management Symposium will provide insights and ideas to help plan for the recovery.
WHY ATTEND
Salentica's Wealth Management Symposium is an opportunity to listen, learn and trade ideas. The Symposium is by invitation and there is no cost for attendance. The session will be geared to the information needs of senior managers and partners of Wealth Management and Family Office firms. To request an invitation, email synergy@salentica.com or call Anke Buhay at 416-366-3456 x238. Our panel discussion will provide insights and ideas from professionals with extensive experience in working with wealth management firms. We look forward to an interactive session for attendees and panel members to exchange and discuss ideas.
We have also seen and heard that clients are trying to understand the impact and opportunities available through the growing use of Social Networks like Facebook and Twitter. Salentica is bringing in an outside expert who works with firms on leveraging and branding to provide insights into this new and growing area.
The second reason to attend is to exchange ideas with your peers. Being able to trade ideas on what works and doesn't can more than justify the user conference.
Tania Neild, President of Infograte - Dr. Tania H. Neild has spent more than 10 years in financial services, including providing strategic planning services for wealth management and family office firms throughout the US. She is fully entrenched in the high net worth marketplace, from single- and multi-family offices to independent advisors and private banks. As the CTO and COO of Private Client Resources, she built the platform into a fully operational family office reporting system that tracked more than $6 billion in assets. While serving as the CTO and Managing Director of Envestnet Asset Management, Dr. Neild built the separately managed account platform that was recognized by Forbes as "Best of the Web" in 2001.
Gary Brent, Chairman, HighView Financial Group - Gary Brent brings over 30 years of experience in the Financial Services Sector. Prior to co-founding HighView Financial Group, Gary was Chairman and Chief Investment Officer of RBC Global Private Banking. Before joining RBC, he held the position of President and Chief Executive Officer of CT Investment Management Group, until Canada Trust's sale to TD Financial Group in 2000.
Tim Cestnick, President, The Waterstreet Group - Tim Cestnick enjoys a reputation as one of Canada's most respected experts and public speakers in the area of tax and personal finance. Tim's national speaking profile is confirmed by his position as tax columnist for the Globe & Mail's Report on Business, Canada's national newspaper. In addition to print media, Tim is a regular contributor and on-air personality on radio and television. He appears regularly on Canada AM, CBC Newsworld, BNN (formerly ROB TV), and the best-known money programs in the country.
SOCIAL NETWORKING - THE IMPACT AND OPPORTUNITY FOR WEALTH MANAGEMENT FIRMS
What is the impact of social networks like Twitter and Facebook? How does it affect your branding and interaction with clients. Many firms know there will be an impact, but are not sure what it will be and how to address. Andrew Cherwenka of Trapeze, a knowledgeable speaker on the area of Social Networking and how its impact on wealth management firms and clients will provide an information overview of this growing phenomena. Gain a be better understanding of the opportunities and challenges provided by Social Networking.
Salentica Wealth Management Symposium Agenda
Thursday, November 12, 2009
Time |
Topic |
Presenter |
9:15 - 9:30 |
Registration |
- |
9:30 - 10:15 |
Social Networking - |
Andrew Cherwenka, Trapeze |
10:15 - 10:30 |
Break; refreshments |
- |
10:30 - 11:45 |
Best Practices in Client Management |
Panel Discussion |
11:45 - noon |
Wrap-up |
Bill Rourke, Salentica |
