We would like to thank all of those who attended the Geneva Consulting Group Naples Family Office & Wealth Management Symposium in Naples, Fl from May 17 - 18 2022. Together we made the conference a phenomenal success. Many of you were able to network and learn about a myriad of topics from our amazing panelists.
Invited guests from Commerce Street Capital, Great Lakes Advisors, A1 Capital Denver, Alt Sourced Solutions, Alpha Prime Capital, Merrill Lynch, Marquette Associates, The Family Business Consulting Group, Gateway Partners, Halstatt Real Estate & Investment Advisory, Strategic Initiatives, Great Lakes Advisors, CAIM LLC, QWERX, Newtek, Mercer Investments, Aceana Group, Oldfield Partners, Chilton Trust, Invesco Capital Management, Sotheby's International, Absolute Global Partners and Spurwink River Consulting provided excellent panels with a wealth of insight throughout the two-day conference.
Attendees learned about Global Markets, Best Practices in Family Office & Wealth Management, Environmental, Sustainability & Governance, Global Supply Chain Logistics, Cyber Risks and Opportunities for Wealth Investors and Advisors, International & Emerging Markets, Real Estate Markets, Crypto Currencies, and Marketing Strategies for the Family Office.
Geneva Consulting would also like to extend gratitude to our sponsors, The Green Coffee Company, a Legacy Group portfolio company, for providing some of the best coffee in the world throughout the event.
Geneva Consulting Group is pleased to invite you to our 2022 Family Office & Wealth Management Symposium to be held at the Naples Hilton in Naples Florida May 17, 2022 - May 18, 2022 . Please plan on joining fellow investment advisors, financial planners, wealthy investors, family offices, national speakers and sponsors.
May 17 | |
| 7:30 am - 8:00 am | EndedExhibit set up |
| 8:00 am - 8:15 am | EndedRegistration / Information Desk Opens |
| 8:15 am - 9:00 am | EndedNetworking Continental BreakfastCoffee sponsored by
The Green Coffee Company, a Legacy Group portfolio company
|
| 9:00 am - 9:15 am | EndedOpening RemarksBob Hudon, Managing Director Geneva Consulting Group, LLC |
| 9:15 am - 10:00 am | EndedUS & Global Markets ReviewPanel: Dory A. Wiley, President & CEO of Commerce Street Capital, Dallas TX Jason Turner, Chief Investment Strategist Great Lakes Advisors, Chicago, IL |
| 10:00 am - 11:00 am | EndedAlternative InvestmentsModerator: Neville Teagarden CIO of A1 Capital Denver, CO Panel: Melissa Wilson of AltSourced Solutions, Naples, FL William Smythe CFA, AlphaPrimeCapital, Miami Fl Sam P. Semaan, AWMA, RAFA, CRPS, Strategic Wealth Group, Wealth Advisor, Merrill Lynch, Mercato - Naples FL |
| 11:00 am - 12:00 pm | EndedBest Practices in Family Office & Wealth ManagementModerator: Sam P. Semaan, AWMA, RAFA, CRPS, Strategic Wealth Group, Wealth Advisor, Merrill Lynch, Mercato - Naples FL Panel: Aimee O’Connor CFP, Senior Consultant Marquette Associates, Chicago IL Daniel Bowman, The Family Business Consulting Group, Miami Fl Katie Sproul, CEO & CIO Halstatt Real Estate & Investment Advisory, Naples FL |
| 12:00 pm - 1:00 pm | EndedSymposium Networking LunchSponsored By: Geneva Consulting Group Naples Fl Strategic Initiatives |
| 1:00 pm - 2:00 pm | EndedBitcoin & Crypto Currency Product OverviewModerator: Greg Foss, Strategic Initiatives Toronto Canada Panel: Steve Lubka, Swan Bitcoin, Miami FL Matty Ice of Consensus Protocol, Naples FL |
| 2:00 pm - 3:00 pm | EndedESG – Environmental, Sustainability & GovernanceModerator: Richard Dahab CFA, Founder and CEO Dahab & Associates, Long Island NY Panel: Catherine Avery, CFA CAIM LLC, Sarasota FL Jon Quigley, CFA & Chief Investment Officer of Great Lakes Advisors, Chicago, IL |
| 3:00 pm - 3:45 pm | EndedRefreshment Break Sponsored By:Newtek Corporation The Green Coffee Company, a Legacy Group portfolio company |
| 3:45 pm - 4:00 pm | EndedRefreshment BreakSponsored By: Newtek Corporation The Green Coffee Company, a Legacy Group portfolio company |
| 4:00 pm - 5:00 pm | EndedGlobal Supply Chain LogisticsSpeaker: Jeff Austin of CEA Group/Frontier Gateway Partners |
| 5:00 pm - 6:30 pm | EndedSymposium Cocktail Reception Sponsored By: Commerce Street Investment Advisors |
May 18 | |
| 7:30 am - 8:30 am | EndedExhibits Open |
| 8:30 am - 9:00 am | EndedContinental BreakfastSponsored By : Geneva Consulting Group LLC |
| 9:00 am - 10:00 am | EndedCyber Risks and Opportunities for Wealth Investors and AdvisorsPanel: Greg Cullison, Founder & CEO QWERX, Washington D.C. John Bromfield, Sr. Vice President NEWTEK, New York, NY |
| 10:00 am - 10:30 am | EndedInternational & Emerging Markets ReviewModerator: Beth Johnson, CFA CAIA Managing Director Mercer Investments Panel: Russell J. Deakin, Managing Partner of Aceana Group, Key Biscayne, Fl David Gallagher Head US Relationship Management & Partner, Oldfield Partners, London UK |
| 10:30 am - 11:00 am | EndedReal Estate Market OverviewModerator: Melissa Wilson of AltSourced Solutions, Naples, FL Speakers: Thomas L. Walsh, Jr., CFA, Chilton Trust, Naples FL John Anzalone, CFA Invesco Capital Management, Atlanta GA Diane Mato, MBA Sotheby's International |
| 11:00 am - 11:15 am | EndedRefreshment BreakSponsored by: Newtek Corporation The Green Coffee Company, a Legacy Group portfolio company |
| 11:15 am - 12:15 pm | EndedSuccessful Marketing Strategies for the Family Office & Wealth Management IndustryModerator: Duke Meythaler, JD Commerce Street Capital, Dallas TX Speakers: Aimee O'Connor, CFP Managing Partner & Director of Wealth Management Marquette Associates, Chicago IL Tom Herman Absolute Global Partners, Inc, Fort Myers, FL Brian O'Connell Managing Director Spurwink River Consulting, Portland ME |
| 12:15 pm - 1:15 pm | EndedClosing Remarks |
Geneva Consulting Group LLC is an independent, privately owned firm located in Naples, Florida. Bob Hudon is the Managing Partner and works closely with industry experts and associates to conduct projects and client consulting.
Geneva Consulting Group LLC specializes in developing strategic consulting and marketing projects for Institutional Asset Managers, Bank & Trust organizations and National Consulting Firms. These projects develop product and sales strategies, improve presentation skills and develop aggressive and successful sales plans.
Bob and his team have extensive experience as senior sales and marketing executives at such firms as SEI, ABN-AMRO, Putnam, Rogers Casey, IBM, FMA-Chicago and Mercer.
Bob graduated from Western Illinois University and attended Graduate school at Pepperdine. He is a retired Marine Corps Colonel, having served 35 years on both active and reserve duty, with service in Vietnam, the Far East, Gulf War and Operation Iraqi Freedom.
| Date | Registrant Type | Fee |
| Individual Investors, True End Only Family Offices, Non-Disretionary Consultants, Endowments, Pension Plan Sponsors, Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) | *Free | |
| Early Registration By Friday, April 15, 2022: | Attorneys,Bank & Trust Organizations, Financial Planners, Investment Managers, Insurance Companies, Real Estate Firms, Retail Brokers, Service Providers | 1200.00 |
| Standard Registration Fee: | Attorneys,Bank & Trust Organizations, Financial Planners, Investment Managers, Insurance Companies, Real Estate Firms, Retail Brokers, Service Providers | 1500.00 |
| Spoonosr Level | Fee | Benefits |
| Bronze | $7,500.00 | 2 conference tickets, company introduction in opening remarks, recognition on the conference website, signage, and program. |
| Silver | $10,000.00 | Same as bronze plus speak on a panel, listing as a luncheon or reception sponsor, and vendor table space. |
| Gold | $15,000.00 | Same as silver plus lead a one-hour individual session, 2 additional conference tickets, prominent recognition on the conference website, signage, and program. |
