2019 Annual Trust & Investment Conference

September 25-27, 2019 | The Saratoga Hilton | Saratoga Springs, NY

Registration | Exhibit/Co-Host Registration | Agenda | Golf


NYBA’s 2019 Annual Trust & Investment Conference: Keeping Pace With Change

Join leading experts and your New York colleagues to discuss ways to position your firm and advise clients during uncertain market and economic conditions.  Explore major trends impacting the future of the wealth management business and how best to meet new challenges.

The 73rd Annual Trust & Investment Conference will draw trust, investment and wealth management professionals from banks and trust companies throughout New York State, as well as industry vendors, attorneys and investment advisers.  We look forward to seeing you in Saratoga Springs!

Topics (more to be announced)

  • ABA Washington View: Tax Law Changes and more
  • New York State Legislative Update & the Political Environment
  • ESG Investing
  • Business Intelligence Panel: How Do We Find and Market to Our Future Clients?
  • International Clients
  • Meeting & Understanding the Nontraditional Needs of Trust Beneficiaries
  • The New Frontier of Cybersecurity  Newly added topic!
  • Financial Planning Panel
  • Investments: Multi-Factor Funds
  • Value Proposition for Trust Professionals of the Future
  • …and more!

Thank you to our Sponsors!

  • Broadridge Financial Solutions, Inc 
  • Federated 
  • Fi-Tek, LLC 
  • Orange Bank & Trust Company 
  • Vanguard


Click to access Hotel Information page


Kim Mendelsohn

Kerry Carney