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8th Annual Wealth Management Seminar
May 8, 2009
featuring
Assistant Dean of the A. B. Freeman School of Business and Economist
Peter Ricchiuti
Mr. Peter Ricchiuti will be the keynote speaker at
the 8th Annual Tulane Family Business Wealth Management Seminar. Peter will
discuss the current economic conditions and what investors, individuals, and
businesses can anticipate throughout 2009 and 2010.
Peter started his career with the investment firm of Kidder Peabody and
later managed over three billion dollars as the assistant treasurer for the
State of Louisiana. In 1993, he founded Tulane’s highly acclaimed BURKENROAD
REPORTS stock research program. He
has been featured on CNN and CNBC as well as in The New
York Times, BARRON’S, The Washington Post and The Wall Street
Journal. Peter has presented to a wide variety of audiences throughout
the world.
This exciting Wealth Management Seminar will begin with
the presentation:
Ten Minute Briefing on New Orleans' Recovery by
Allison Plyer, Co-Director of Greater New Orleans Community Data
Center. The topic will focus on population, housing,
economy and the city's infrastructure post Katrina. In addition, Ms. Plyer
will examine the scale of the
Katrina rebuilding effort compared with the economic stimulus bill, and the
importance of a White House level federal coordinator for Gulf
Coast recovery.
The event will be held Friday, May 8th, 12:30 - 6:00 p.m., at the Westin New Orleans at Canal Place, 100 Rue Iberville, New Orleans LA.
Registration to begin at 12:30 p.m. with light refreshments. The
awards gala and reception, honoring the Rhodes Family of Businesses, will begin at 5:00 p.m. For full program schedule
see below.
Register Early
via email or call (504) 862-8482.
2009 Outstanding Family Enterprise Award
Rhodes Family of Businesses
2009 Wealth Management Schedule
Registration begins at
12:30 p.m. – Light refreshments served.
1:00 p.m. – 1:30 p.m.
- The program begins at 1p.m. with moderator Dr. John B. Elstrott, Director
of the Tulane Family Business Center, followed with video
presentation by Allison Plyer of the Greater N.O. Community Data Center.
The video is titled, “Ten Minute Briefing on New Orleans Recovery.”
1:30 p.m. – 2:15 p.m. –
Peter Ricchiuti, Economist and Associate Dean of the A. B. Freeman School of
Business at Tulane University, will speak about the current financial market
and short and long term investment strategies.
2:15 p.m. - 2:30 p.m. -
Break
2:30 p.m. - 3: 30 p.m. -
Panel Discussion (Part 1)/ “Achieving Success with Your Succession
Strategy.”
3:30 p.m. - 3:45 p.m.
-
Break
3:45p.m - 4:45 p.m. -
Panel Discussion (Part II)/ “Achieving Success with Your Succession Strategy.”
4:45 p.m. - 5:15 p.m.
- 2009 Outstanding Family Enterprise Award presentation to Rhodes Family
of Businesses.
5:15 p.m.- 6:30 p.m.
- Cocktails and hors d’oeuvres.
Register early by calling (504)
862-8482 or email familybiz@tulane.edu
ABOUT OUR SPONSORS
J. P. Morgan
Chase -
is
Louisiana's largest bank. It provides a full-range of services to consumers,
small businesses, medium-sized companies and large corporations.
Jones Walker
- is a
full-service law firm offering the highest degree of professionalism and
dedication to client needs.
Chaffe &
Associates
-
is an investment banking firm that provides independent valuation and
corporate finance services to businesses and financial institutions.
Clients include publicly traded companies & family-owned businesses in a
variety of industries and banks and other financial institutions.
Laporte Sehrt
Romig Hand -
established
in 1946, is one of the largest independent accounting and
business-consulting firms in southeast Louisiana with offices in Metairie,
Covington and Baton Rouge. LSRH has developed a reputation as the local
firm with national capabilities.
The Greater
New Orleans Foundation
- a
501(c)(3) public charity, is a community foundation serving donors in
Southeast Louisiana.
Zehnder Communications
-
is a full-service advertising agency and public relations firm.
ACG
(Association of Corporate Growth) -
a regional chapter of ACG Global, a non-profit organization created to
facilitate the networking of business professionals in Louisiana and the
surrounding areas.
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