Microsoft Cloud Authors: Jim Kaskade, Lori MacVittie, Janakiram MSV, Andreas Grabner, Pat Romanski

News Feed Item

Atlantic Trust Launches GenNext Initiative, Hosting Inaugural Multi-Generational Summit

Wealth creators and owners across multiple generations gathered to discuss their families' wealth, future leaders and legacy.

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.

(Logo: http://photos.prnewswire.com/prnh/20110131/MM39469LOGO-c )

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

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
Successful digital transformation requires new organizational competencies and capabilities. Research tells us that the biggest impediment to successful transformation is human; consequently, the biggest enabler is a properly skilled and empowered workforce. In the digital age, new individual and collective competencies are required. In his session at 19th Cloud Expo, Bob Newhouse, CEO and founder of Agilitiv, will draw together recent research and lessons learned from emerging and established ...
Enterprise IT has been in the era of Hybrid Cloud for some time now. But it seems most conversations about Hybrid are focused on integrating AWS, Microsoft Azure, or Google ECM into existing on-premises systems. Where is all the Private Cloud? What do technology providers need to do to make their offerings more compelling? How should enterprise IT executives and buyers define their focus, needs, and roadmap, and communicate that clearly to the providers?
One of biggest questions about Big Data is “How do we harness all that information for business use quickly and effectively?” Geographic Information Systems (GIS) or spatial technology is about more than making maps, but adding critical context and meaning to data of all types, coming from all different channels – even sensors. In his session at @ThingsExpo, William (Bill) Meehan, director of utility solutions for Esri, will take a closer look at the current state of spatial technology and ar...
SYS-CON Events announced today that Streamlyzer will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Streamlyzer is a powerful analytics for video streaming service that enables video streaming providers to monitor and analyze QoE (Quality-of-Experience) from end-user devices in real time.
You have great SaaS business app ideas. You want to turn your idea quickly into a functional and engaging proof of concept. You need to be able to modify it to meet customers' needs, and you need to deliver a complete and secure SaaS application. How could you achieve all the above and yet avoid unforeseen IT requirements that add unnecessary cost and complexity? You also want your app to be responsive in any device at any time. In his session at 19th Cloud Expo, Mark Allen, General Manager of...
SYS-CON Media announced today that @WebRTCSummit Blog, the largest WebRTC resource in the world, has been launched. @WebRTCSummit Blog offers top articles, news stories, and blog posts from the world's well-known experts and guarantees better exposure for its authors than any other publication. @WebRTCSummit Blog can be bookmarked ▸ Here @WebRTCSummit conference site can be bookmarked ▸ Here
Cloud based infrastructure deployment is becoming more and more appealing to customers, from Fortune 500 companies to SMEs due to its pay-as-you-go model. Enterprise storage vendors are able to reach out to these customers by integrating in cloud based deployments; this needs adaptability and interoperability of the products confirming to cloud standards such as OpenStack, CloudStack, or Azure. As compared to off the shelf commodity storage, enterprise storages by its reliability, high-availabil...
The IoT industry is now at a crossroads, between the fast-paced innovation of technologies and the pending mass adoption by global enterprises. The complexity of combining rapidly evolving technologies and the need to establish practices for market acceleration pose a strong challenge to global enterprises as well as IoT vendors. In his session at @ThingsExpo, Clark Smith, senior product manager for Numerex, will discuss how Numerex, as an experienced, established IoT provider, has embraced a ...
DevOps is being widely accepted (if not fully adopted) as essential in enterprise IT. But as Enterprise DevOps gains maturity, expands scope, and increases velocity, the need for data-driven decisions across teams becomes more acute. DevOps teams in any modern business must wrangle the ‘digital exhaust’ from the delivery toolchain, "pervasive" and "cognitive" computing, APIs and services, mobile devices and applications, the Internet of Things, and now even blockchain. In this power panel at @...
SYS-CON Events announced today that Super Micro Computer, Inc., a global leader in Embedded and IoT solutions, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 7-9, 2017, at the Javits Center in New York City, NY. Supermicro (NASDAQ: SMCI), the leading innovator in high-performance, high-efficiency server technology, is a premier provider of advanced server Building Block Solutions® for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, HPC and ...
SYS-CON Events announced today that SoftNet Solutions will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. SoftNet Solutions specializes in Enterprise Solutions for Hadoop and Big Data. It offers customers the most open, robust, and value-conscious portfolio of solutions, services, and tools for the shortest route to success with Big Data. The unique differentiator is the ability to architect and ...
In the next forty months – just over three years – businesses will undergo extraordinary changes. The exponential growth of digitization and machine learning will see a step function change in how businesses create value, satisfy customers, and outperform their competition. In the next forty months companies will take the actions that will see them get to the next level of the game called Capitalism. Or they won’t – game over. The winners of today and tomorrow think differently, follow different...
“Media Sponsor” of SYS-CON's 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. CloudBerry Backup is a leading cross-platform cloud backup and disaster recovery solution integrated with major public cloud services, such as Amazon Web Services, Microsoft Azure and Google Cloud Platform.
In past @ThingsExpo presentations, Joseph di Paolantonio has explored how various Internet of Things (IoT) and data management and analytics (DMA) solution spaces will come together as sensor analytics ecosystems. This year, in his session at @ThingsExpo, Joseph di Paolantonio from DataArchon, will be adding the numerous Transportation areas, from autonomous vehicles to “Uber for containers.” While IoT data in any one area of Transportation will have a huge impact in that area, combining sensor...
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 smar...
@ThingsExpo has been named the Top 5 Most Influential M2M Brand by Onalytica in the ‘Machine to Machine: Top 100 Influencers and Brands.' Onalytica analyzed the online debate on M2M by looking at over 85,000 tweets to provide the most influential individuals and brands that drive the discussion. According to Onalytica the "analysis showed a very engaged community with a lot of interactive tweets. The M2M discussion seems to be more fragmented and driven by some of the major brands present in the...
The best way to leverage your Cloud Expo presence as a sponsor and exhibitor is to plan your news announcements around our events. The press covering Cloud Expo and @ThingsExpo will have access to these releases and will amplify your news announcements. More than two dozen Cloud companies either set deals at our shows or have announced their mergers and acquisitions at Cloud Expo. Product announcements during our show provide your company with the most reach through our targeted audiences.
November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Penta Security is a leading vendor for data security solutions, including its encryption solution, D’Amo. By using FPE technology, D’Amo allows for the implementation of encryption technology to sensitive data fields without modification to schema in the database environment. With businesses having their data become increasingly more complicated in their mission-critical applications (such as ERP, CRM, HRM), continued ...
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at @ThingsExpo, James Kirkland, Red Hat's Chief Arch...
SYS-CON Events announced today that Enzu will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Enzu’s mission is to be the leading provider of enterprise cloud solutions worldwide. Enzu enables online businesses to use its IT infrastructure to their competitive advantage. By offering a suite of proven hosting and management services, Enzu wants companies to focus on the core of their online busine...