|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
Things are changing so quickly in IoT that it would take a wizard to predict which ecosystem will gain the most traction. In order for IoT to reach its potential, smart devices must be able to work together. Today, there are a slew of interoperability standards being promoted by big names to make this happen: HomeKit, Brillo and Alljoyn. In his session at @ThingsExpo, Adam Justice, vice president and general manager of Grid Connect, will review what happens when smart devices don’t work togethe...
Jan. 21, 2017 02:30 PM EST Reads: 716
"There's a growing demand from users for things to be faster. When you think about all the transactions or interactions users will have with your product and everything that is between those transactions and interactions - what drives us at Catchpoint Systems is the idea to measure that and to analyze it," explained Leo Vasiliou, Director of Web Performance Engineering at Catchpoint Systems, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York Ci...
Jan. 21, 2017 01:45 PM EST Reads: 5,785
The 20th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held June 6-8, 2017, at the Javits Center in New York City, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Containers, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal ...
Jan. 21, 2017 01:45 PM EST Reads: 5,280
20th Cloud Expo, taking place June 6-8, 2017, at the Javits Center in New York City, NY, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy.
Jan. 21, 2017 12:45 PM EST Reads: 4,382
Internet of @ThingsExpo, taking place June 6-8, 2017 at the Javits Center in New York City, New York, is co-located with the 20th International Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. @ThingsExpo New York Call for Papers is now open.
Jan. 21, 2017 12:15 PM EST Reads: 3,744
In the next five to ten years, millions, if not billions of things will become smarter. This smartness goes beyond connected things in our homes like the fridge, thermostat and fancy lighting, and into heavily regulated industries including aerospace, pharmaceutical/medical devices and energy. “Smartness” will embed itself within individual products that are part of our daily lives. We will engage with smart products - learning from them, informing them, and communicating with them. Smart produc...
Jan. 21, 2017 12:15 PM EST Reads: 1,780
SYS-CON Events announced today that Catchpoint, a leading digital experience intelligence company, has been named “Silver Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Catchpoint Systems is a leading Digital Performance Analytics company that provides unparalleled insight into your customer-critical services to help you consistently deliver an amazing customer experience. Designed for digital business, C...
Jan. 21, 2017 11:45 AM EST Reads: 1,852
More and more brands have jumped on the IoT bandwagon. We have an excess of wearables – activity trackers, smartwatches, smart glasses and sneakers, and more that track seemingly endless datapoints. However, most consumers have no idea what “IoT” means. Creating more wearables that track data shouldn't be the aim of brands; delivering meaningful, tangible relevance to their users should be. We're in a period in which the IoT pendulum is still swinging. Initially, it swung toward "smart for smart...
Jan. 21, 2017 11:30 AM EST Reads: 2,817
WebRTC sits at the intersection between VoIP and the Web. As such, it poses some interesting challenges for those developing services on top of it, but also for those who need to test and monitor these services. In his session at WebRTC Summit, Tsahi Levent-Levi, co-founder of testRTC, reviewed the various challenges posed by WebRTC when it comes to testing and monitoring and on ways to overcome them.
Jan. 21, 2017 11:15 AM EST Reads: 6,132
The emerging Internet of Everything creates tremendous new opportunities for customer engagement and business model innovation. However, enterprises must overcome a number of critical challenges to bring these new solutions to market. In his session at @ThingsExpo, Michael Martin, CTO/CIO at nfrastructure, outlined these key challenges and recommended approaches for overcoming them to achieve speed and agility in the design, development and implementation of Internet of Everything solutions with...
Jan. 21, 2017 10:00 AM EST Reads: 5,682
Every successful software product evolves from an idea to an enterprise system. Notably, the same way is passed by the product owner's company. In his session at 20th Cloud Expo, Oleg Lola, CEO of MobiDev, will provide a generalized overview of the evolution of a software product, the product owner, the needs that arise at various stages of this process, and the value brought by a software development partner to the product owner as a response to these needs.
Jan. 21, 2017 07:30 AM EST Reads: 1,324
In 2014, Amazon announced a new form of compute called Lambda. We didn't know it at the time, but this represented a fundamental shift in what we expect from cloud computing. Now, all of the major cloud computing vendors want to take part in this disruptive technology. In his session at 20th Cloud Expo, John Jelinek IV, a web developer at Linux Academy, will discuss why major players like AWS, Microsoft Azure, IBM Bluemix, and Google Cloud Platform are all trying to sidestep VMs and containers...
Jan. 21, 2017 07:15 AM EST Reads: 960
SYS-CON Events announced today that MobiDev, a client-oriented software development company, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MobiDev is a software company that develops and delivers turn-key mobile apps, websites, web services, and complex softw...
Jan. 21, 2017 06:45 AM EST Reads: 1,968
Smart Cities are here to stay, but for their promise to be delivered, the data they produce must not be put in new siloes. In his session at @ThingsExpo, Mathias Herberts, Co-founder and CTO of Cityzen Data, discussed the best practices that will ensure a successful smart city journey.
Jan. 21, 2017 06:00 AM EST Reads: 2,114
Technology vendors and analysts are eager to paint a rosy picture of how wonderful IoT is and why your deployment will be great with the use of their products and services. While it is easy to showcase successful IoT solutions, identifying IoT systems that missed the mark or failed can often provide more in the way of key lessons learned. In his session at @ThingsExpo, Peter Vanderminden, Principal Industry Analyst for IoT & Digital Supply Chain to Flatiron Strategies, will focus on how IoT depl...
Jan. 21, 2017 03:45 AM EST Reads: 2,008
Big Data, cloud, analytics, contextual information, wearable tech, sensors, mobility, and WebRTC: together, these advances have created a perfect storm of technologies that are disrupting and transforming classic communications models and ecosystems. In his session at @ThingsExpo, Erik Perotti, Senior Manager of New Ventures on Plantronics’ Innovation team, provided an overview of this technological shift, including associated business and consumer communications impacts, and opportunities it m...
Jan. 21, 2017 02:00 AM EST Reads: 5,840
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, discussed how leveraging the Industrial Internet and...
Jan. 21, 2017 01:30 AM EST Reads: 6,585
There will be new vendors providing applications, middleware, and connected devices to support the thriving IoT ecosystem. This essentially means that electronic device manufacturers will also be in the software business. Many will be new to building embedded software or robust software. This creates an increased importance on software quality, particularly within the Industrial Internet of Things where business-critical applications are becoming dependent on products controlled by software. Qua...
Jan. 21, 2017 01:15 AM EST Reads: 5,078
Fact is, enterprises have significant legacy voice infrastructure that’s costly to replace with pure IP solutions. How can we bring this analog infrastructure into our shiny new cloud applications? There are proven methods to bind both legacy voice applications and traditional PSTN audio into cloud-based applications and services at a carrier scale. Some of the most successful implementations leverage WebRTC, WebSockets, SIP and other open source technologies. In his session at @ThingsExpo, Da...
Jan. 21, 2017 01:15 AM EST Reads: 2,904
"Tintri was started in 2008 with the express purpose of building a storage appliance that is ideal for virtualized environments. We support a lot of different hypervisor platforms from VMware to OpenStack to Hyper-V," explained Dan Florea, Director of Product Management at Tintri, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jan. 21, 2017 01:15 AM EST Reads: 4,945