2022 Content

The Power of Women Investors
Andrea Turner Moffitt, Amy Michaliszyn

Our opening keynote from the Inaugural Elevating Women in Wealth event was a hit among attendees. Andrea Turner Moffitt is a national thought leader on women investors. In this session Andrea discussed key findings from her book and research, how women around the world wield tremendous economic power that remains mostly untapped and her observations building an investment firm centered around intentional investing and engaging women investors.

Finding Purpose: Going Beyond 'Helping the Rich Get Richer'
Brian Portnoy, Shaping Wealth

Brian Portnoy, Ph.D, CFA, one of the world’s leading experts on the psychology of money, led a session that resonated with Fall Forum attendees. In his bestselling book, The Geometry of Wealth, Dr. Portnoy defines true wealth as “funded contentment,” or the ability to underwrite a meaningful life. Brian shared the dimensions of this "funded contentment" and how they can be applied to the search for purpose and fulfillment, both in our personal lives and at work.

Cultivating Female Leaders: How to Elevate & Retain Women in the Workplace
Linda Sanchez, David Hodnett, Jennifer Murtie, Lynne Born

We hear often that Alliance members are looking for ways to support women int heir firm and foster environments that are conducive to raising up female leaders. This session from Elevating Women in Family Wealth event showcased how different family offices executives are attracting, supporting, promoting, and retaining women on their teams.

Hearing Their Voice: A Panel of Young Professionals

Victor Abiamiri, Lauren Wood, Michael Clark, Abigail George

At the 2022 Fall Forum, we honored the tip 25 rising stars in the industry with the Alliance Young Professionals Award. For this session, we heard directly from some of those winners: why they are staying in their current roles, what keeps them motivated, what they value, how they find purpose at work, and what they plan to do as rising leaders to attract and retain future talent on their teams

The Lost Art of Connecting

Susan McPherson, Deb Wetherby

Susan McPherson - self proclaimed "serial connector" and author of The Lost Art of Connecting, explains in her book how we can make every relationship meaningful and rewarding. Connections and relationships are crucial in family wealth, so this session at the 2022 Summit resonated with the audience. 

Alliance Talks - Level Reverse Mentor Program
with Tolleson Wealth Management
Royce Ramey, Meredith Storey

Royce and Meredith from Tolleson Wealth Management share their firm's interesting approach to mentoring by "reversing the roles" - junior staff are mentoring the firm leadership. This initiative has had a positive impact on the individuals and the firm culture as a whole. A very interesting listen!

Alliance Talks - Cultivating a Culture of Leadership with Lord Abbett

Kristen Maple

Kristen Maple, Chief Impact Office at Lord Abbett joins Rachel in this Alliance Talks to discuss her firm's journey to creating an incredible culture of leadership development and purpose across their organization.

Alliance Talks - Insights from the Voice of the Client Survey with Clearwater Capital Partners
John Sleeting, Katie Berganske, Tyler Beachler 

In 2022 firms participating in our  industry-first Voice of the Client Survey began to see their results! Clearwater Capital Partners, an early adopter in this project shared not only their insights but their takeaways and tangible action items they are pursuing in light of this new data. 

Quarterly Conversations - Navigating Hard Conversations with Families
Amanda Koplin, Joanna Gordon Martin, Nicki Colosi-Trilling

This year we connected with members virtually through our quarterly webinar series. Our highest attended webinar was focused on difficult conversations - part and parcel of the business of working with people. This session highlights speakers with two different perspectives that come up while working with families - mental health care and advising with aging populations

Risk Management Spotlight - The P&C Marketplace and Your Options

Bob Donnelly, Steve Poux

In Q3 we dove into risk management and approached it from a few different perspectives. This interview highlights the current P&C marketplace and updates advisors on what they need to know.