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Mark the Dates!

September 10-12, 2008 • Renaissance Boston Waterfront Hotel
www.WealthManagementCongress.com

Register before Sept 1, 2008 to receive $100 discount

Call 1-888-482-6012 or book online
Questions about the conference?
Email us at wmc@wbresearch.com

The Wealth Management Congress, a senior level discussion forum for Private Banks, National Trusts, Global Wealth Management Firms and Boutique Firms, has been designed to help you define your wealth management initiatives to best serve your clientele and stay ahead of the competition through:

  • Hiring, training and retaining top talent for your client-facing financial advisors
  • Differentiation of your business through a holistic customer-centric strategy and better investment products
  • Establishing an integrated wealth management operational platform to optimize your relationships with every customer

Here are some reasons why you can’t miss the Wealth Management Congress:

1. Learn from 29+ senior level industry executives’ best practices to improve your market share through client acquisition and retention tactics

2. Drill down to your specific challenges at the interactive ideas exchange through peer to peer small group discussions

3. Get specific answers at the special focus day on Advisor Hiring, Training And Retention to ensure you hire and retain top talent

4. CTO and COO panels addressing technology, integration and visibility challenges to provide you competitive intelligence on how senior management across leading banks aim to optimize their services

5. Focused tracks on customer experience and portfolio management strategies to ensure you customize your conference experience and gain insight on your particular challenges

Speaker Faculty Includes:

Stan Kelly
President of Wealth Management
Wachovia Corporation
Edward J. Orazem
Managing Director
Citi Family Office
Lee J. Woolley
President, Northern Trust Massachusetts
The Northern Trust Company
Richard Franchella
Senior Managing Director
Private Client Group
RBC Dain Rauscher
Rick Capozzi
Managing Director, National Sales
Manager, Global Wealth Management
Morgan Stanley
Kristine Porcaro
Chief Operating Officer
Lexington Wealth Management

For speaking opportunities, please contact Beth Kuntz at 646-200-7549 or email her at beth.kuntz@wbresearch.com

For marketing opportunities, please contact Delnaz Bhopti at 646-200-7445 or email her at Delnaz.Bhopti@wbresearch.com

For sponsorship opportunities, please contact David Fippinger at 646-200-7480 or email him at David.Fippinger@wbresearch.com

 



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