2015 | Ballentine Partners

Christopher C. Chandler, asset allocation

Speaking Engagement: marcus evans Private Wealth Management Summit on Asset Allocation

12/15/2015

Chris Chandler, Senior Investment Advisor, was a featured panelist at the marcus evans Private Wealth Management Summit on December 10, 2015. He spoke on the panel “Exploring Asset Allocation Strategies for Dynamic Market Conditions”.

Will Braman, Real Assets Adviser, Wall Street Journal, WSJ, Stocks

Real Assets Adviser Magazine Features Will Braman for the December 2015 Cover Story

12/04/2015

Will Braman, CIO at Ballentine Partners, was interviewed for the cover story of Real Assets Adviser magazine’s December 2015 issue. The full interview was featured on Real Asset Adviser’s website in a podcast, and now the article, “It’s the People”, is available online and in print.

Inside the Edition with Will Braman, CIO, Ballentine Partners

11/18/2015

Will Braman, CIO at Ballentine Partners, spoke with Real Assets Adviser for their December cover story on how our talented employees drive the success of the firm.

Coventry Edwards-Pitt, CFA, CFP®, Grandchildren, finance, lead, family office forum

Speaking Engagement: Harvard Business School Finance Conference 2015

11/01/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, spoke at the Finance Conference at Harvard Business School on October 24th, 2015. Covie spoke on the “Women in Finance” panel, where the group discussed what role gender plays in the financial sector and the potential challenges women face in the field.

Speaking Engagement: More Than Just Money

10/29/2015

Jennifer Dowling Dougherty, Senior Investment Advisor at Ballentine Partners, moderated a panel on entrepreneurs and investing at HUBweek Boston on October 7th. The panel discussed the ways female investors can increase the percentage of women-owned businesses.

Austin Poirier, MSFP, CFA, volatility, others

Financial Advisor IQ interviews Austin Poirier on the effect of volatility on MLPs

10/21/2015

Austin Poirier, Senior Investment Advisor at Ballentine Partners, was interviewed for Financial Advisor IQ’s article, “Volatility Hits Some MLPs Harder Than Others These Days”.

Speaking Engagement: Learning to Lead: Developing Leaders & Partners

10/17/2015

Coventry Edwards-Pitt was a featured panelist during the Keynote Presentation of Bob Veres’ Insider’s Forum on September 29, 2015.

Speaking Engagement: Investing in Private Debt

10/15/2015

Michael Chimento, CFA, Investment Advisor for Ballentine Partners, was featured as a panelist at the Private Debt Investor Conference.

Speaking Engagement: Southeastern Family Office Forum

09/30/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, gave the keynote address at the Southeastern Family Office Forum in Atlanta, Georgia on September 16th, 2015. The conference featured deep, meaningful sessions designed to provide attendees practical information to take away.

Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Speaking Engagement: New England Women in Family Office Half Day Conference

09/23/2015

Coventry Edwards-Pitt, Chief Wealth Advisory Officer, recently spoke at the Fidelity New England Women in Family Office Half Day Conference. There she facilitated a discussion with attendees on how children develop a sense of self, and how parents can use this knowledge to help instill values.