2019

March:

• MarketCurrents; New York, NY

September:

• Southeastern Family Office Forum (SEFOF) Chair Elect; Atlanta, GA

2018

March:

• 19th: Kellogg School of Management; Chicago, IL

May:

• 8th: The Forum Group, Nashville, TN

June:

• 11th - 12th: BNY Mellon, Boston, MA

September:

• 24th - 26th: Southeastern Family Office Forum (SEFOF); Atlanta, GA

November:

• 7th - 9th: Transitions West, Marina del Rey, CA

2017  

March:

• 30th - YPO; NY, NY

April:

• 12th - RDV Corporation; Lifelong Family Learning Committee, Grand Rapids, MI

May:

• 24th - Crestone Capital Management; Denver, CO

September

• 12th - Brown Brothers Harriman; Women & Wealth, Chicago, IL

• 25th - 27th - South Eastern Family Office Forum (SEFOF); Atlanta, GA

November

• 28th - 29th - Campden North American Conference; Boston, MA

2016 

January:

• 22nd - 21/64; GrandStreet, New York, NY

February:

• 2nd - Family Office Exchange; Executive Counsel, Jupiter FL

• 8th - Wetherby; New York, NY

March:

• 31st/April 1st - Dignitas; NextGen Chicago, Chicago, IL

April:

• 25th/26th - Glen Eagles Group; The 50, Atlanta, GA

September:

• 29th - DC Finance; New York, NY

Please contact me directly if you are interested in booking a speaking engagement.