Wealth Advisor Briefing - New York - June 21, 2012

Overview

Thursday, June 21, 2012 - 1:30pm to 3:00pm

Join us for a lively exchange of information and ideas with your peers and a family office insider.

Attendance is included with membership, but advance registration is required.

Location

180 Maiden Lane
31st floor Boardroom
New York  New York  10038
United States
  • Agenda
  • Speakers
  • FOX Facilitators

8:30 a.m. - 9:00 a.m.

Breakfast Reception

9:00 a.m. - 9:15 a.m. 

FOX Welcome and Content

9:00 a.m. - 10:00 a.m.

Peer Discussion with Robert Barletta, Antaeus Enterprise, Inc.

 

Robert Barletta, Antaeus Enterprises, Inc.

Robert J. Barletta has been in the family office industry for the past 30 years, and is currently CFO of Antaeus Enterprises, Inc.  Antaeus serves as an umbrella organization for the Beinecke family, coordinating investment management and asset allocation, accounting and reporting, financial planning, tax planning and compliance, estate planning and wealth transfer, risk management, and administration.  Antaeus invests in an array of fixed income and equity investments that are both publicly traded and privately held, as well as investment partnerships participating in oil & gas, venture capital, leveraged buyouts and alternative strategies.  Before joining Antaeus, Robert was associated with the Whitehead investment office in Greenwich, CT, and prior to that with the Rockefeller family office in NYC.

  Robert J. Barletta has been in the family office industry for the past 30 years, and is currently CFO of Antaeus Enterprises, Inc.  Antaeus serves as an umbrella organization for the Beinecke family, coordinating investment management and asset allocation, accounting and reporting, financial planning, tax planning and compliance, estate planning and wealth transfer, risk management, and administration.  Antaeus invests in an array of fixed income and equity investments that are both publicly traded and privately held, as well as investment partnerships participating in oil & gas, venture capital, leveraged buyouts and alternative strategies.  Before joining Antaeus, Robert was associated with the Whitehead investment office in Greenwich, CT, and prior to that with the Rockefeller family office in NYC.

Heather Asher, Senior Relationship Manager

Heather provides a variety of member services and works to increase membership within the business-owning market. Recently, she took on a new role in member development and is responsible for generating new member acquisitions by engaging prospective family office and advisor members to determine their needs and priorities. She also works on FOX’s NextGen Network by engaging younger family members with education and networking.

David Lincoln, Managing Director of Research

David spends the bulk of his time reading, writing, and speaking about all aspects of wealth management, and has developed deep issue expertise in matters relating to all aspects of single and multi-family office operations. David is frequently invited to participate in strategic planning sessions with member organizations as a commentator on industry trends, sounding board, and advisor to industry management teams.