64th Annual Trust & Investment
Conference
October 5-7, 2010 -
DoubleTree Hotel, Tarrytown, New York
Program / Registration Form
Co-Host Information
Golf Form
Hotel Reservations - Call 800-474-4260. Mention Group/Conference Code TRU to receive the group rate of $159/night.
Reservation cut-off date: September 15, 2010. To register
online, go to:
www.tarrytown.doubletree.com; use Group/Conference Code TRU.
Program Highlights
A View from the Surrogate's Court -
Hon. John M. Czygier, Jr., Judge, Suffolk County Surrogate's
Court
A View from the Attorney General's Office - Carl L. Distefano,
Assistant Attorney General and Trusts & Estates Section Chief,
Charities Bureau, Office of the State Attorney General
Washington Regulatory & Legislative Update - Impact on Wealth Management -
Sarah A. Miller, Senior Vice President, Center For
Securities, Trust & Investments, American Bankers
Association
Best Practices in Documenting Fiduciary and
Investment Decisions - Hon.
C. Raymond Radigan, Former Judge, Nassau County Surrogate's
Court; Peter G. Pangis, Managing Director, Regional Trust
Executive, US Trust, Bank of America Private Wealth Management; Joseph M. Samulski, Managing Director & Chief Fiduciary
Officer, BNY Mellon Wealth Management
Positioning Fiduciary Status as a Competitive
Advantage - Melinda Sartori, Moderator; Executive
Vice President, Chemung Canal Trust Company; Doris Meister, Regional President,
BNY Mellon Wealth Management; Thomas F. Scaturro, Senior Vice
President & National Sales Director, Wells Fargo Private
Bank; Loraine B. Tsavaris, Managing Director,
Rockefeller & Co.
Challenges and Opportunities in Fiduciary Investing -
Kenneth J. Entenmann, Moderator; Senior Vice President &
Director, Alliance Bank, NA;
Paula M. Baker, Managing Director & Chief Fiduciary Executive,
JPMorgan Chase Bank, NA; Benjamin A. Pace, Managing Director &
Chief Investment Officer, Deutsche Bank Private Wealth Management
Economic Outlook - 2010 and Beyond - Robert T. McGee,
Managing Director & Director of Macro Strategy & Research, US
Trust, Bank of America Private Wealth Management
State Legislative Update and Outlook - Joseph F. Denara,
Managing Director, JPMorgan Chase Bank, NA; Timothy M. Paul,
Chief Trust Officer, Goldman Sachs Trust Company, NA; William J. Bosies,
Senior Vice President, New York Bankers Association
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