Wealth Management

1:45–2:30 p.m.

Asset Allocation for Private Clients: Long-Term Planning in a Low Rate Environment

Adrian J. Cronje, CFA
CEO and Chief Investment Officer

Blair duQuesnay, CFA, Moderator
Investment Advisor Representative
Ritholtz Wealth Management
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3:00–3:45 p.m.

Managing the Global Legacy: Helping International Families Think about the United States in Their Planning

Andrew S. Auchincloss
Schlesinger Lazetera & Auchincloss LLP

Phillip Sundquist, CFA, Moderator
Managing Director
Sundquist Advisory LLC
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1:45–3:15 p.m.

Private Investments for Private Clients: A Practical Approach

Steve Balaban, CFA
Founder and Chief Investment Officer, Mink Capital Inc.
Award-Winning Lecturer, University of Waterloo

George Chen, CFA, CIPM, Moderator
Red Tortoise LLC
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