|By PR Newswire||
|December 18, 2012 11:33 AM EST||
ATLANTA, Dec.18, 2012 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), hosted its inaugural Invest for the Future and GenNext Summit in Boston on December 6-7, 2012. This event engaged multiple generations of the firm's client families, with more than 75 family members from 42 cities across 15 states in attendance. Sessions ran concurrently for:
- Primary and second generation wealth creators and owners, those with established families and careers, who participated in the Invest for the Future sessions, and
- Next generation wealth owners and young leaders in their 20's and 30's, who participated in the GenNext sessions.
Atlantic Trust assembled speakers across an array of disciplines—bringing together 19 external investment managers and family wealth experts, along with 20 internal experts—to present compelling, timely insights. Invest for the Future session topics ranged from investment risks and opportunities in developed and emerging economies, enhanced yield, energy and the life sciences to wealth transfer and family legacy planning. The GenNext session offered an interactive, intellectually stimulating curriculum, engaging next generation wealth owners in financial and leadership education—the kind that addressed their specific needs and interests.
"A remarkable wealth transition is occurring, with an estimated $30 trillion changing hands from one generation to the next over the coming 30 years*," said Chairman and CEO Jack Markwalter. "This conference officially launched Atlantic Trust's GenNext initiative, through which the firm will partner with client families to help prepare the next generation to steward, contribute to and carry on the family's wealth, heritage, values and legacy."
Invest for the Future and GenNext Summit Featured Speakers
Hosted by Atlantic Trust Chairman and CEO Jack Markwalter, Chief Investment Officer David Donabedian and Chief Fiduciary Officer Linda Beerman, the Summit featured:
- Paul Appleby, CFA, Managing Director and Head of Fixed Income's Leveraged Finance Team, Prudential Fixed Income
- Patricia Bannan, CFA, Managing Director and Co-Manager, Disciplined Equity Strategy, Atlantic Trust
- Cathy Becker, CFA, Vice President and Senior Investment Analyst, Mid-Cap Growth Equity Strategy, Atlantic Trust
- Edward Bunn, Managing Director and Senior Relationship Manager, Atlantic Trust
- Scott Burg, CFA, CAIA, Multi-Manager Investment Program Senior Analyst, Atlantic Trust
- Charles de Vaulx, Chief Investment Officer and Portfolio Manager, International Value Advisers
- Timothy Delaney, Senior Vice President and Senior Relationship Manager, Atlantic Trust
- Vilas Dhar, Partner, Dhar Law LLP
- Juan Enriquez, Managing Director, Excel Venture Management
- Martina Frangis, Managing Director and Senior Relationship Manager, Atlantic Trust
- Ric Fulop, General Partner, North Bridge Venture Partners
- Sharna Goldseker, Managing Director, 21/64
- James Grubman, PhD, FamilyWealth Consulting
- John Hillen, PhD, President and CEO, Sotera Defense Solutions, Inc.
- Kevin Kenny, Founder and Chief Investment Officer, Emerging Sovereign Group
- Douglas Kimmelman, Senior Partner, Energy Capital Partners
- Alexander Kozhemiakin, PhD, CFA, Managing Director of Emerging Markets Strategies, Standish Mellon Asset Management
- Christopher Lanouette, CFA, Managing Director and Fixed Income Trader, Atlantic Trust
- Andrew Laperriere, CFA, Senior Managing Director, International Strategy and Investment Group
- Christine Lucero, CFP®, Senior Vice President and Wealth Strategist, Atlantic Trust
- Paul McPheeters, CFA, Managing Director and Portfolio Manager, MLP Strategies, Atlantic Trust
- Paulina Mejia, Managing Director and Senior Wealth Strategist, Atlantic Trust
- Peter Newell, Managing Director and Senior Portfolio Advisor, Vontobel Asset Management
- Howard Newman, President and CEO, Pine Brook Partners
- David O'Neil, Founder, Story Trust
- Jay Pearlstein, CFA, Managing Director and Co-Manager, Mid-Cap Growth Equity Strategy, Atlantic Trust
- Jigar Patel, CFA, Senior Vice President and Multi-Manager Investment Program Hedge Fund Senior Analyst, Atlantic Trust
- Gary Pzegeo, CFA, Managing Director and Head of Fixed Income, Atlantic Trust
- Bryan Reilly, Senior Vice President and Senior Investment Analyst, Atlantic Trust
- Ellen Remmer, President and CEO, The Philanthropic Initiative
- Eric Riak, CFP®, Managing Director and Senior Relationship Manager, Atlantic Trust
- Judith Saxe, Managing Director and Senior Wealth Strategist, Atlantic Trust
- David Scott Sloan, Partner, Holland & Knight
- Bas Solleveld, Vice President, Atlantic Trust
- Philip Tasho, CFA, CEO and Chief Investment Officer, TAMRO Capital Partners
- Julia Travers, GenNext Consultant
*Accenture, "The 'Greater' Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth," 2012.
About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment strategies and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 12 full-service locations throughout the U.S. With $20.0 billion in AUM (as of November 30, 2012), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit www.atlantictrust.com.
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
SOURCE Atlantic Trust
Increasing IoT connectivity is forcing enterprises to find elegant solutions to organize and visualize all incoming data from these connected devices with re-configurable dashboard widgets to effectively allow rapid decision-making for everything from immediate actions in tactical situations to strategic analysis and reporting. In his session at 18th Cloud Expo, Shikhir Singh, Senior Developer Relations Manager at Sencha, will discuss how to create HTML5 dashboards that interact with IoT devic...
May. 3, 2016 04:00 PM EDT Reads: 1,260
The increasing popularity of the Internet of Things necessitates that our physical and cognitive relationship with wearable technology will change rapidly in the near future. This advent means logging has become a thing of the past. Before, it was on us to track our own data, but now that data is automatically available. What does this mean for mHealth and the "connected" body? In her session at @ThingsExpo, Lisa Calkins, CEO and co-founder of Amadeus Consulting, will discuss the impact of wea...
May. 3, 2016 04:00 PM EDT Reads: 967
trust and privacy in their ecosystem. Assurance and protection of device identity, secure data encryption and authentication are the key security challenges organizations are trying to address when integrating IoT devices. This holds true for IoT applications in a wide range of industries, for example, healthcare, consumer devices, and manufacturing. In his session at @ThingsExpo, Lancen LaChance, vice president of product management, IoT solutions at GlobalSign, will teach IoT developers how t...
May. 3, 2016 03:58 PM EDT
There is an ever-growing explosion of new devices that are connected to the Internet using “cloud” solutions. This rapid growth is creating a massive new demand for efficient access to data. And it’s not just about connecting to that data anymore. This new demand is bringing new issues and challenges and it is important for companies to scale for the coming growth. And with that scaling comes the need for greater security, gathering and data analysis, storage, connectivity and, of course, the...
May. 3, 2016 03:45 PM EDT Reads: 1,048
We’ve worked with dozens of early adopters across numerous industries and will debunk common misperceptions, which starts with understanding that many of the connected products we’ll use over the next 5 years are already products, they’re just not yet connected. With an IoT product, time-in-market provides much more essential feedback than ever before. Innovation comes from what you do with the data that the connected product provides in order to enhance the customer experience and optimize busi...
May. 3, 2016 03:30 PM EDT Reads: 1,157
A critical component of any IoT project is the back-end systems that capture data from remote IoT devices and structure it in a way to answer useful questions. Traditional data warehouse and analytical systems are mature technologies that can be used to handle large data sets, but they are not well suited to many IoT-scale products and the need for real-time insights. At Fuze, we have developed a backend platform as part of our mobility-oriented cloud service that uses Big Data-based approache...
May. 3, 2016 03:23 PM EDT Reads: 115
Artificial Intelligence has the potential to massively disrupt IoT. In his session at 18th Cloud Expo, AJ Abdallat, CEO of Beyond AI, will discuss what the five main drivers are in Artificial Intelligence that could shape the future of the Internet of Things. AJ Abdallat is CEO of Beyond AI. He has over 20 years of management experience in the fields of artificial intelligence, sensors, instruments, devices and software for telecommunications, life sciences, environmental monitoring, process...
May. 3, 2016 03:15 PM EDT Reads: 1,138
In his session at @ThingsExpo, Chris Klein, CEO and Co-founder of Rachio, will discuss next generation communities that are using IoT to create more sustainable, intelligent communities. One example is Sterling Ranch, a 10,000 home development that – with the help of Siemens – will integrate IoT technology into the community to provide residents with energy and water savings as well as intelligent security. Everything from stop lights to sprinkler systems to building infrastructures will run ef...
May. 3, 2016 03:15 PM EDT Reads: 1,136
The IoTs will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, will demonstrate how to move beyond today's coding paradigm and share the must-have mindsets for removing complexity from the development proc...
May. 3, 2016 03:15 PM EDT Reads: 641
The IETF draft standard for M2M certificates is a security solution specifically designed for the demanding needs of IoT/M2M applications. In his session at @ThingsExpo, Brian Romansky, VP of Strategic Technology at TrustPoint Innovation, will explain how M2M certificates can efficiently enable confidentiality, integrity, and authenticity on highly constrained devices.
May. 3, 2016 03:15 PM EDT Reads: 1,039
SYS-CON Events announced today that Ericsson has been named “Gold Sponsor” of SYS-CON's @ThingsExpo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. Ericsson is a world leader in the rapidly changing environment of communications technology – providing equipment, software and services to enable transformation through mobility. Some 40 percent of global mobile traffic runs through networks we have supplied. More than 1 billion subscribers around the world re...
May. 3, 2016 02:45 PM EDT Reads: 1,235
Digital payments using wearable devices such as smart watches, fitness trackers, and payment wristbands are an increasing area of focus for industry participants, and consumer acceptance from early trials and deployments has encouraged some of the biggest names in technology and banking to continue their push to drive growth in this nascent market. Wearable payment systems may utilize near field communication (NFC), radio frequency identification (RFID), or quick response (QR) codes and barcodes...
May. 3, 2016 02:30 PM EDT Reads: 928
Manufacturers are embracing the Industrial Internet the same way consumers are leveraging Fitbits – to improve overall health and wellness. Both can provide consistent measurement, visibility, and suggest performance improvements customized to help reach goals. Fitbit users can view real-time data and make adjustments to increase their activity. In his session at @ThingsExpo, Mark Bernardo Professional Services Leader, Americas, at GE Digital, will discuss how leveraging the Industrial Interne...
May. 3, 2016 02:00 PM EDT Reads: 1,176
Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
May. 3, 2016 12:30 PM EDT Reads: 1,158
You deployed your app with the Bluemix PaaS and it's gaining some serious traction, so it's time to make some tweaks. Did you design your application in a way that it can scale in the cloud? Were you even thinking about the cloud when you built the app? If not, chances are your app is going to break. Check out this webcast to learn various techniques for designing applications that will scale successfully in Bluemix, for the confidence you need to take your apps to the next level and beyond.
May. 3, 2016 12:15 PM EDT Reads: 1,582
SYS-CON Events announced today that Peak 10, Inc., a national IT infrastructure and cloud services provider, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Peak 10 provides reliable, tailored data center and network services, cloud and managed services. Its solutions are designed to scale and adapt to customers’ changing business needs, enabling them to lower costs, improve performance and focus inter...
May. 3, 2016 12:00 PM EDT Reads: 1,350
So, you bought into the current machine learning craze and went on to collect millions/billions of records from this promising new data source. Now, what do you do with them? Too often, the abundance of data quickly turns into an abundance of problems. How do you extract that "magic essence" from your data without falling into the common pitfalls? In her session at @ThingsExpo, Natalia Ponomareva, Software Engineer at Google, will provide tips on how to be successful in large scale machine lear...
May. 3, 2016 09:45 AM EDT Reads: 1,419
You think you know what’s in your data. But do you? Most organizations are now aware of the business intelligence represented by their data. Data science stands to take this to a level you never thought of – literally. The techniques of data science, when used with the capabilities of Big Data technologies, can make connections you had not yet imagined, helping you discover new insights and ask new questions of your data. In his session at @ThingsExpo, Sarbjit Sarkaria, data science team lead ...
May. 3, 2016 07:00 AM EDT Reads: 1,075
SYS-CON Events announced today that Fusion, a leading provider of cloud services, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Fusion, a leading provider of integrated cloud solutions to small, medium and large businesses, is the industry's single source for the cloud. Fusion's advanced, proprietary cloud service platform enables the integration of leading edge solutions in the cloud, including cloud...
May. 2, 2016 10:00 AM EDT Reads: 2,681
SYS-CON Events announced today that DatacenterDynamics has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY. DatacenterDynamics is a brand of DCD Group, a global B2B media and publishing company that develops products to help senior professionals in the world's most ICT dependent organizations make risk-based infrastructure and capacity decisions.
May. 2, 2016 06:30 AM EDT Reads: 2,570