63rd Annual Trust & Investment Conference

September 15-17, 2009

The Otesaga Hotel - Cooperstown, New York

 

 

Click on links below to access information
Program Flyer
Registration Form / Hotel Form
Golf Form / Co-Host Form
Background on Conference Speakers

Program Highlights

Attitudes of Investors on Surviving the Economic Crisis
George H. Walper, Jr., President, Spectrem Group

Planning for the Unknown in 2010 and Beyond
Charles D. Fox IV, Partner, McGuire Woods LLP

New York's New Power of Attorney Law: Issues for Trust Departments
Kathryn Grant Madigan, Partner, Levene, Gouldin & Thompson LLP

Snap Judgment: Why Your Instincts Can Be Your #1 Enemy and Other Topics in Behavioral Economics
David E. Adler, Author, Snap Judgment

Fiduciary Investing in a Challenging Environment: Has the Game  Changed?
Gail E. Cohen, Moderator; Executive Vice President, General Trust Counsel & Head of Global Wealth Management, Fiduciary Trust Company International
Paula M. Baker, Managing Director, JP Morgan Chase Bank, NA
Benjamin A. Pace, Managing Director & Chief Investment Officer, Deutsche Bank Private Wealth Management
John J. Voltaggio, Managing Director, The Northern Trust Company

 

Fiduciary Liability and Litigation
John D. Dadakis, Esq., Schiff Hardin, LLP
Raymond C. Radigan, Fiduciary Business Development, US Trust Bank of America Private Wealth Management

Legislative & Regulatory Environment: Current Issues and the Outlook for 2010
William J. Bosies, Senior Vice President, New York Bankers Association
Joseph F. Denara, Chair, NYBA Trust & Estate Tax Committee; Managing Director, Tax Consultant, JP Morgan Chase Bank, NA
Victor D. Xistris, Chair, NYBA Trust Legislative & Regulatory Committee; Managing Director, New York Private Bank & Trust

Can’t find what you’re looking for?

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Elisa R. Legg    Senior Vice President, Professional Development    (212) 297-1679    elegg@nyba.com

Mary K. Robb Senior Vice President, Meetings (212) 297-1662 mrobb@nyba.com