Navigating the New Realities of Managing Wealth in a Volatile Global Environment
12:00-2:00pm The global Great Recession sparked changes across the investment and economic world. Governments and business may have struggled with issues, but many investors also recognized their role was altered and significant changes were needed. More specifically: Many investors recognized the need for an approach adapted to the new environment. Markets move in more rapid, intense and, at times, contradictory patterns. Historic investment models alone are not equipped for these changes. A challenging landscape faces investors – one that is costly, complex and more interconnected than ever before. Ongoing, seamless planning is a necessity – not an option. Roles and responsibilities of investors have changed. Investors need to be more engaged while advisors need to be more transparent.
So how are investors managing in this changed environment? Please join BNY Mellon Wealth Management CEO Larry Hughes and Executive Director Don Heberle for their insights on managing wealth in today's changed world. BNY Mellon spearheaded thought leadership intended to define and leverage this changed landscape. Entitled 2020 Vision: The Most Critical Decade , this evolving research has helped investors and advisors better understand and manage in today's world. Larry and Don will share the firm's considerable insights and welcome your discussion.
12:00pm Registration/Networking 12:25pm Lunch 1:10pm Remarks 2:00pm Close Hosted by the Financial Services Committee
Conrad Hong Kong Bowen Room (7/F) Pacific Place 88 Queensway Admiralty, Hong Kong