62nd Annual Trust & Investment Conference
October 1-3, 2008
The Sagamore
Bolton Landing, New York
Program
Registration
Co-Host Information
Hotel Reservation /
Golf Registration
The NYBA
Annual Trust & Investment Conference is the industry's premier in-state
forum for trust and investment executives, offering an
exceptional opportunity to discuss: the changing environment for trust
and investment services, efforts to enhance the competitiveness and
growth of New York's trust industry, and the latest fiduciary and
regulatory developments. The conference is also your chance to
network with industry colleagues, meet one-on-one with service providers
and seek solutions to today's challenges. Highlights include:
-
Robert H. Sitkoff, Professor of Law, Harvard Law School -
discussing Trust Investment Law, Portfolio Allocation and Total Return
Damages...and the Jurisdictional Competition for Trust Funds
-
The Legislative Environment: A
Review and Outlook for New York's Trust & Investment Community
-
Current Legal and Regulatory Issues in Wealth
Management - Eugene F. Maloney, Chief Counsel, Federated Investors -
a focus on litigation risks, Regulation R, and the provision of
investment advice under ERISA
-
Best Practices for Integrating Advice into the
Client Experience - David Irwin, Senior Director, Financial
Services, Corporate Executive Board
-
Investment Diversification and the Hyde Case -
Christopher M. Houlian, Esq., Putney Twombly Hall & Hirson LLP
-
Recruiting and Attracting a Talented Workforce -
Allan R. Starkie,
Knightsbridge Advisors, Inc.
-
Managing for Efficiency through Technology
Solutions
Schedule: The conference opens with the
Chairman's Reception at 7:00 pm on Wednesday, October 1 and concludes at
12:00 noon on Friday, October 3. An optional golf outing will be
held Wednesday afternoon at the Donald Ross Championship Golf Course at
The Sagamore.
For more information, please contact:
