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CEO Bob Jesenik will be speaking on “Opportunities in Credit and Fixed Income”

We'd like to make you aware that Aequitas and its CEO Bob Jesenik will be in Newport, Rhode Island on July 23-25, 2012, for the annual Family Office & Private Wealth Management Forum, hosted by Opal. With over 1000 participants expected to attend, including some of the most well established and senior family offices and private investors, this is the largest family office event of its kind.

This year, our CEO Bob Jesenik will be delivering a panel discussion on "Opportunities in Credit and Fixed Income.” This topic is near and dear to Aequitas, as we've been in the business of creating unique, income producing alternatives within the niche and underserved credit space, for nearly 20 years.

The event will explore the challenges and opportunities associated with investing in alternative investments among other asset classes. Also, It will address many of the softer issues related to the family office such as asset protection, philanthropy, and more. 

The event is part of the Private Wealth Series and the Family Office/Private Wealth Management Forum is Opal's premier conference and the preeminent event in North America for high net worth individuals and family offices from around the world. The event promises three days of engaging discussions on the latest investment trends and soft issues surrounding this and future generations of families.  Opal plans to kick off the event with its Piaget Regatta Cup, where attendees will have the opportunity to work alongside a professional sailing charter crew while competing against industry peers.

The event is free for Family Offices, Non Discretionary Consultants or Endowments and Foundations, so if you have the opportunity, we would strongly urge you to attend the event and join in the panel discussion (you can register here). If you are planning on attending the event, we would love the opportunity to schedule a time to meet one on one and talk about some of the strategies we are employing around income producing niche alternative investments. 

If you're not able to make the event, provide us your contact information and we will be sure to send a copy of Bob's presentation on "Opportunities in Credit and Fixed Income" following the event. 

We’re looking forward to the event.