The wealthy have a healthy asset portfolio with real estate, stocks, art, watches and jewelry, cars, jets and yachts. How will they manage their wealth in the years ahead amid geopolitical upheaval and economic uncertainty?
A Gramercy Wealth Management Production Supported by Luxury Roundtable
Wealth creation is at an unprecedented high globally, whether through real estate, stocks, art, jewelry and other assets and investments. Add to that the imminent transfer of wealth from one generation to the next. The coming decade with require deft and astute financial planning and awareness. It will also mean reorienting to the thinking of younger generations whose notions of wealth creation and enhancement differ from those before them.
Join us at our Global Wealth Conference Nov. 13, focused on the trends and interests of wealthy individuals and families globally. This intimate gathering will bring together like-minded individuals with similar backgrounds to engage in insightful, thought-provoking topics and idea sharing.
As your host and Luxury Roundtable partner, Gramercy Wealth Management is a private wealth management team within the international division of UBS, the world’s largest wealth manager. The group is focused on ultra-high-net-worth families across the globe, and looks to bring together clients, wealth planning specialists, investment strategists, luxury experts and passionate investors. In this event, we will explore apropos and timely topics that are of most interest to you, your families and your social circles.
Please join us for this intimate and curated conversation among colleagues, people in the know and intriguing personalities. During your time with us, we hope that you can connect with peers, expand your network and learn from one another. Please note that our conference is a non-solicitation and no-press affair.
Venue: UBS, 11 Madison Avenue 10th Floor 10 West Great Hall New York, NY 10010 (24th Street entrance)
Date and time: Wednesday, Nov. 13, 2 p.m. to 7:30 p.m.
AGENDA
2 p.m. – 2:10 p.m.
Opening Remarks
Eric P. Berger, senior vice president of wealth management, Gramercy Wealth Management, UBS Financial Services
2:10 p.m. – 3:30 p.m.
Trends in Wealth
High-net-worth clients are increasingly global and look to optimize their personal and family wealth profiles both in the United States and abroad. Additionally, clients look for more integrated advice across broad-based portfolios, including art, collectibles, private placements and other alternatives. Topics under discussion will include how to think about different and rising demographics in wealth? Also, with economic prosperity, we see diversified wealth profiles of different demographics. This is a promising mark of a growing economy, but does it change what those in wealth management should offer?
Joshua Heimann, head of sales and business development, UBS International
Stephanie Guild, head of investment strategy, Robin Hood
Wale Ogunleye, head of sports and entertainment client segment, UBS Financial Services
In conversation with Eric P. Berger, senior vice president of wealth management, Gramercy Wealth Management, UBS Financial Services
2:50 p.m. – 3:30 p.m.
Advanced Planning Topics: Tax, Trust and Estate Planning
Wealth transference is complicated when we factor in growth and appreciation of assets over time. Clients wish to transfer assets during life, intergenerationally and philanthropically. We also see political pressure on wealth transfer in Western democracies, as debt and deficit levels reach all-time highs. How should clients be thinking in terms of structuring their wealth for today’s challenges?
Edward A. Vergara, partner, Dungey Dougherty
Barbara Lynn Pedersen, partner for trusts and estates, Katsky Korins
In conversation with Andrea Santos-Morales, head of wealth planning, UBS International
3:30 p.m. – 4:05 p.m.
Art and Finance: How to Value, Finance and Transfer
Art is a significant and growing part of client portfolios. As an alternative asset, how do we think about art from financing and valuation standpoints? How do we build out an art portfolio? What are the market dynamics that one should think about when it comes to art versus other asset classes? In thinking about transfer of art intergenerationally, how is this approached?
Lisa Koenigsberg, president, Initiatives in Art and Culture
Alanna Fabbri Butera, president and head of appraisals and advisory, Butera Art Advisory and Management
In conversation with Michael A. Guild, senior vice president of wealth management, Gramercy Wealth Management Group, UBS Financial Services
4:05 p.m. – 4:15 p.m.
Networking Break
Mingle and network with fellow delegates.
4:15 p.m. – 4:45 p.m.
Market Overview: Post-Election UBS Outlook
With the election of the new president, what is the outlook for the market in the year ahead?
David Lefkowitz, head of equities – Americas, UBS Global Wealth Management
4:45 p.m. – 5:15 p.m.
Philanthropy: Design, Execution and Sustainability
Philanthropic design is empowering at a family level and is a good tool to create adherence and camaraderie within families and among generations. During our discussion, we will explore family meetings and organizing around philanthropic mission. What are the values of the family? Are our beneficiary organizations targeted thematically or broad-based? Should we have restrictions? How do we think about evolving our mission over time? When thinking through philanthropic endeavors, we should consider timeline. Will philanthropic funds be exhausted over a certain timeline or be spread out over multiple years?
Julie A. Binder, executive director and senior strategist – east division family advisory and philanthropy services, UBS Financial Services
Chris Cormier Maggiano, president, Cormier & Company
In conversation with Cristina DeBrito, financial advisor, Gramercy Wealth Management, UBS Financial Services
5:15 p.m. – 5:45 p.m.
Broadway: The Business Behind the Art
Last year, Broadway contributed more than $15 billion to the New York economy, drawing 12-plus million visitors to its theaters and supporting nearly 100,000 local jobs. However, historically only 20 to 30 percent of shows recoup investors’ capital. To spark our thinking about investment considerations in this space, we will hear from a successful Broadway producer and Broadway director.
Marc Bruni, Broadway director, Beautiful: The Carole King Story and The Great Gatsby
Jeffrey Finn, Broadway producer and vice president and executive producer of theater, The John F. Kennedy Center for the Performing Arts, Washington, DC
In conversation with Stanley Zareff, CEO, Zareff Consulting
5:45 p.m. – 7:30 p.m.
Networking Cocktail Reception
Network and exchange contacts and notes with fellow delegates.