Bridgeford Trust Company is proud to be a sponsor and speaker at the upcoming Private Wealth East Spring Forum, hosted by Markets Group and taking place on Wednesday, June 22 in New York. This 6th annual forum was developed as an education-focused one day event for allocators and asset managers with a purpose to facilitate the dissemination of actionable investor content, coupled with supporting the continued development of the private wealth investment industry in the East. The program’s agenda has been specifically designed to provide relevant and topical educational content for people who manage, advise, allocate to, or oversee private capital and will provide the latest information and insight on the future of fixed income, equities, private debt, infrastructure, technology, allocation plans, and real assets investing.
Our team will be attending the event, and David A. Warren – Co-Founder and Chairman of Bridgeford Trust Company – will be hosting a roundtable discussion at 12:00pm that will discuss the power of U.S. modern trust law for global families. Then in the afternoon at 2:55pm, David will participate in a panel discussion on “The Future of Wealth Management.” This panel will discuss the challenges ahead for advisors and family offices aiming to ensure wealth preservation during generational shifts; what the current trends are, and what services and products are attracting the most interest; and how ESG has worked out in long-term estate and trust planning.
If you are planning to be there next week, we hope to see you at the sessions that David will be presenting at, and be sure to stop by our booth to say hello!
