Wealth Management Conference (Registration Required)

THE FJMC HEALTH, WEALTH AND RETIREMENT CONFERENCE

 

Registration fee of $40 for men or $25 for spouses covers continental breakfast, conference and box lunch.  

 

Sponsored by – The Retirement Corporation of America (RCA) and Merrill Lynch

Purpose: To provide men and women with the necessary tools to be better understand personal wealth building at any age and wealth level.

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FJMC would like to thank our Title Sponsors, Retirement Corporation of America (RCA) and Merrill Lynch for their generosity in sponsoring this year’s Wealth Management Conference and Western Florida Golf Outing.

Our Presenters include:

Christopher F. Kiley CFP ®, CRPS®,   Senior VP of Advisory Services at Retirement Corporation of America

Chris Kiley is a Certified Financial Planner (CFP ®) and a Chartered Retirement Plans Specialist (CRPS®), and is the Senior Vice President of Advisory Services at Retirement Corporation of America.  Chris joined Retirement Corporation of America in 1997, and leads the advisory team in providing financial guidance and investment management to the firm’s clients.  In addition, Chris is an executive member of RCA’s Investment Policy Committee, which provides ongoing strategic guidance to the firm’s Portfolio Management Team.  RCA offers a wide range of Managed Investment Accounts, in addition to a web offering that provides professional management to smaller investors.

Roy Cook, Senior Vice-President - Wealth Management at Merrill Lynch in Boca Raton, Florida

Roy is a Certified Financial Planner"tm" certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc. Roy has more than twenty five years of hands on experience, in the real world of wealth management.  Roy is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. 

Maury Harris, Managing Director and Chief Economist for the Americas for UBS.

Maury was named among the 2012 Bloomberg 50 Most Influential people in global finance.  Maury has just published a new book “Inside the Crystal Ball: How to Make and Use Forecasts”.  Maury was a keynoter at the 2013 WMC.   His book will be available for purchase and signing. Maury Harris has been named numerous times to the Institutional Investor All-America Research Team over the past two decades. Dr. Harris is a past President of the Forecaster’s Club of New York. In the January, 2012 issue of the Bloomberg News monthly magazine, Maury and his team of economists were judged to be the most accurate US economic forecasters in 2011 and 2010. Prior to the UBS AG acquisition of PaineWebber Incorporated, he was the Chief Economist for PaineWebber. Before that, Dr. Harris worked for the Federal Reserve Bank of New York and The Bank for International Settlements. Dr. Harris holds a PhD in economics from Columbia University, an MA in economics from Columbia University, and a BA in economics from University of Texas, where he graduated Phi Beta Kappa. Maury is married with two children and a member of Park Avenue Synagogue Men’s Club.

Lyon Lenny Roth, Financial Advisor at UBS Financial Services in Aventura, Florida.

Lyon is Senior Vice President at UBS Financial Services in Aventura, Florida, a member of the Israeli Consulate’s Speakers Bureau and the Chairman of Israel Bonds Southeast Florida. Lyon is a member of AIPAC's national Congressional Club and also co-chairs the Florida Congressional Committee PAC which supports pro-Israel senators and congressmen on a bi-partisan basis. Lyon speaks frequently on topics relating to Israel, the political and economic climate in the Middle East, energy security, and environmental sustainability. Prior to joining UBS, Lyon was a private wealth manager at Merrill Lynch and Sanford Bernstein. Lyon began his professional career as a mergers and acquisitions attorney with Wachtell, Lipton, Rosen & Katz in New York and then spent six years as a senior executive at Koor Industries in Tel-Aviv, Israel. 

Lyon is a graduate of McGill University and Harvard Law School.  Following law school, Lyon served as a law clerk to Madame Justice Claire L’Heureux-Dube of the Supreme Court of Canada. Lyon is an adjunct professor of Business Law and Ethics at Nova Southeastern University in Fort Lauderdale and at Ben Gurion University (BGU) of the Negev. He is also a governor of BGU and chairman of the university’s investment committee in the U.S. Lyon is fluent in English, French, and Hebrew.

Lauren Rudd, President of Rudd International, a registered investment advisory firm and President of Savannah Capital Management
 
Mr. Rudd is a 40 year Wall Street veteran. His experience encompasses portfolio management, investment research and analysis, investor relations and communications.  He is a nationally recognized Wall Street newspaper columnist, public speaker, educator, television commentator and publisher of The Rudd Report.
 
Jonathan Medved, serial entrepreneur and venture capitalist.
 
Jonathan Medved is, according to the Washington Post, ”one of Israel’s leading high tech venture capitalists”. In the September, 2008 NY Times Supplement “Israel at 60” Medved was named one of the top 10 most influential Americans who have impacted Israel. Medved has invested in over 100 Israeli startup companies, helping 12 of them to get to valuations in excess of $100 Million dollars. Medved was the co-founder and until recently the CEO of Vringo, a leader in mobile social applications which went public in June 2010. (NASDAQ: VRNG).  Medved is co-founder and CEO of Ourcrowd which is an equity-crowdfunding platform for accredited investors and angels focused on investing in Israeli and global startups.
 
Bruce Schoenfeld - Director of Research, Bluestar Global Investors
 
Bruce Schoenfeld serves as BlueStar’s Director of Research, leading the firm’s development of efficient Israel-focused investment strategies and cutting-edge research. He joined BlueStar in December 2013 from Delaware Investments, where he was a Senior Analyst helping to manage more than $7 billion in emerging markets equity investments. He has more than 17 years of investment experience, primarily in emerging markets, including 15 years of direct responsibility for equity investments in Israel. 
 
Lawrence Glazer – Managing Partner, Mayflower Advisors, LLC & Chairman of the Massachusetts Jump$tart Coalition for Personal Financial Literacy
 
As Co-Founder and Managing Partner of Mayflower Advisors, Larry provides independent, full-service financial consulting and comprehensive, customized wealth management solutions to individuals, companies and non-profit organizations.  Larry has been recognized as an industry and community leader, being named as Financial Planning Magazine’s “Pro Bono Planner of the Year” and Worth Magazine’s “Top 250 Wealth Advisors.”  He also serves as the volunteer Chairman of the Massachusetts Jump$tart Coalition for Personal Financial Literacy a national coalition comprised of organizations dedicated to improving financial literacy for kindergarten through college-aged youth by providing advocacy, research, standards and educational resources.  He regularly shares his expertise on national news television shows, such as CNBC, CNN and Fox News and has been heard in over 800 radio broadcasts and his ideas are featured in publications such as The Wall Street Journal, USA Today, The New York Times, CNN Money, and Bloomberg Business Week.
 
Howard Safer - CEO, Argent Trust Company, Nashville, TN
 
Howard’s organization is the advisor for the FJMC Foundation for Jewish Life.  Howard joined Argent Trust of Tennessee in April 2012 as CEO. As CEO, he serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining Argent, he has served as President of a 900 million trust company, the Managing Partner for a 90 person CPA and consulting firm, a Chief Financial Officer for a substantial private company and a Controller for a NYSE public company.  Research magazine has honored Argent Trust as one of 5 advisor teams inducted into the 2012 Advisor Hall of Fame.  In the magazine article, Howard Safer is quoted as saying, “We are passionate advocates for them [clients], their heirs and their charities. We’re energized when they are happier in achieving their goals. We’re fulfilled when their families live in harmony with positive values.”
 
Abe "Jamie" Garcia, Partner, QUALIFIED Employee Benefits, Inc. 
 
After 13 years of training and experience in the insurance and securities industry Abe setup his agency in 2013 to focus on relationships rather than transactions. The needs of the business-owner revolve around effective planning, execution and annual reviews.  Guarantees are critical and “for that reason” everyone needs to consider the value of insurance in their portfolios. Abe has an MBA from Zicklin School of Business at Bernard M. Baruch College/ CUNY has 2 children and is planning on writing a book on how to create and maintain financial literacy in children starting in kindergarten.  Member of non-profit boards in Brooklyn, NY.
 
Fred Gesten, Vice President, Investments, Wells Fargo Advisors, Aventura, Florida
 
As a Financial Advisor, Fred is dedicated to helping his clients meet their financial needs whether planning for retirement, saving for your children’s or grandchildren’s education or looking to preserve your wealth.  Fred graduated from the University of Pittsburgh with a degree in Economics.  Throughout his career he has endeavored to meet his client's needs and to provide them the full range of services available at a large investment firm.  Fred is active in his South Florida community and is currently involved with Junior Achievement and Habitat for Humanity. 
 
Ken Cunningham, CLU®, LUTCF,  Insurance Planning Consultant for Diversified Individual Brokerage LLC.
 
With specialized experience in the small business market, Ken's focus is to assist financial advisors in growing their practices with high-net worth clients and business owners. For his clients, Ken serves as a resource for customized insurance solutions related to business and estate planning strategies. With forty-one years of experience in the insurance industry, Ken understands the needs of business owners, particularly in a challenging and ever-changing environment. He brings multiple-carrier access and a comprehensive needs approach.  Ken was born in Lawrenceville, Illinois. He worked for Prudential Financial for thirty years, serving the last twenty as an agency manager working with clients and training agents in the advanced concepts of life insurance.

Agenda

Wednesday, July 8th
8-8:20 AM
Registration

8:20-8:30 – Richard and Gary welcome and recognize our Title Sponsors

 

Keynote – Economic Overview

8:30-9:10 - Introduction by Gary Smith
Chris Kiley - Economic overview Future investment themes and long term trends - RCA

 

Finance across the Generations

9:10-9:55 - Richard Gray - Moderator

Roy Cook – Multi-generational financial education - Merrill Lynch

Lenny Roth - Intergenerational wealth issues - UBS

 

Break

9:55 to 10:10 - Break

 

Investment Tools from the Professionals

10:10-11:05 – Les Agisim  - Moderator

  • Maury Harris - Economic Forecasting - UBS
  • Lauren Rudd - assessing individual stock risk and reward – Rudd International
  • Howard Safer – assessing mutual fund and ETF risk and reward- Argent

Insurance as a framework for borader financial decisions pre- and post-retirement

11:05-11:50 – Lenny Roth - Moderator

Abe Garcia - Planning your insurance needs for your pre-retirement years

Fredric Gesten & Ken Cunningham - Planning your insurance needs for your retirement years
 

Israel as World’s Leading Innovator and your Opportunities

11:50-12:30 - Closing Sessions over box lunch - Israel as World’s Leading Innovator

  • Larry Glazer - Moderator - Mayflower Advisors, LLC
  • Jonathan Medved - Israeli innovation and startups rule - Ourcrowd.com Venture Capital
  • Bruce Schoenfeld - Israel Companies as part of your and your synagogue’s portfolio - Bluestar Global Investors

Individual Financial Reviews                     

12:30-2:00 PM - Attendees can make ½  hour appointments to have an individual chat with our wealth management speakers about their own personal wealth management needs or that of organizations they are associated with.  A one to one chat appointment must be made in advance so we can set up the rooms and assign each individual to a wealth management professional.  

Wednesday private conversations with a select group of our speakers who have generously offered their time.   More details to follow.