Ballentine Partners

Drew McMorrow at Family Wealth Alliance 2026 Summit

President & CEO Drew McMorrow is speaking on a panel titled “Unpacking Organic Growth” at the 2026 Alliance Summit: Visionary Leadership, hosted by Family Wealth Alliance. Organic growth may seem straightforward, but in practice, it quickly becomes more complex as firms balance innovation, evolving client needs, firm culture, and long-term strategy. This panel brings together […]

March 10, 2026

Michael Chimento at Private Credit Sourcing Conference

Principal & Senior Investment Director Michael P. Chimento will serve as a panelist at the Private Credit Sourcing Conference in New York City. His session, “LP Investor Perspective on Private Credit: Allocating to Private Debt Strategies,” will examine what institutional investors seek from private credit funds, how LPs approach portfolio construction and risk-return expectations, and […]

October 21, 2025

Pete Chiappinelli at Global ARC Boston

Pete Chiappinelli, Partner & Chief Investment Officer, will be joining the Global ARC panel focused exclusively on Family Office and Ultra High Net Worth issues. He will share his perspective on the wealth management industry’s ongoing transformation—a historic shift from traditional investment alpha to tax alpha. More than a century after the launch of the first […]

October 22, 2025

Ballentine Partners at Institute for Private Investors (IPI) Fall Forum

Pete Chiappinelli, Partner & Chief Investment Officer, will be presenting at the Institute for Private Investors Fall Investment Forum. His session, “Direct Indexing and Tax Alpha: It Took 101 Years, But Not a Minute Too Soon,” explores how the investment landscape has evolved since the launch of the first mutual fund in 1924. For decades, […]

September 11, 2025

Sheila Lawrence at CFP Board’s Connections Conference 2025

Partner & Senior Client Advisor Sheila C. Lawrence will serve as a panelist at the Connections Conference 2025 hosted by the CFP Board. The session, titled “Values Based Financial Planning: Navigating Wealth with Purpose,” will explore the multidimensional nature of legacy – from defining what it means for your clients to leave a meaningful mark, […]

October 6, 2025

Michael Chimento at Private Debt Investor New York Forum

Michael P. Chimento, Principal & Senior Investment Director, will attend the Private Debt Investor New York Forum. He will serve as a roundtable host on the topic of “How to include niche strategies in the portfolio,” and will also speak on a panel titled “Evolving landscape of fund structures in corporate credit.”

September 16, 2025

Dave Hanson speaking at Boston Private Markets Meeting

Dave Hanson, Senior Research Manager, will speak on the state of U.S. Real Estate at the Boston Private Markets Meeting in Boston, MA.

June 18, 2025

Coventry Edwards-Pitt and Alexys Febonio at the 2025 Family Wealth Alliance Summer Gathering

Covie Edwards-Pitt, our Chief Creative Officer & Founder and Director of The Center for Family Well-being, and Alexys Febonio, Wealth Planner & Associate Director of The Center for Family Well-being, will speak at the Family Wealth Alliance 2025 Summer Gathering: The New Face of Wealth in Boston, MA. During the session, titled “Best Practices for […]

July 16, 2025

Ballentine Partners at Institute for Private Investors (IPI) Mid-Year Forum

Partner & Head of Private Investments, Elisa Gruber Lustig, will serve as a moderator during a session titled “Private Equity Investment in Public Safety Technology” at the Institute for Private Investors (IPI) Mid-Year Forum in New York City. Nick Noone, Co-Founder and CEO of Peregrine, will share his insights on building a public safety technology […]

June 19, 2025

Coventry Edwards-Pitt Speaking at Columbia Business School

Coventry Edwards-Pitt, Founder and Director of The Ballentine Partners Center for Family Well-being, will lead a session on “Trust in Relationships” as part of Columbia Business School’s Global Family Enterprise Program. This program has grown to be a global leader in family enterprise education and research, fostering insights and collaboration on topics related to family […]

March 25, 2025

Ballentine Partners is Proud to Sponsor The ACTEC Annual Meeting

Our Partners Jennifer M. Eaton and Elliot Rotstein, will attend the American College of Trust and Estate Counsel (ACTEC) Annual Meeting this week in Palm Springs, California. ACTEC is an organization committed to maintaining excellence in the trust and estate legal field and to continually improving the practice of trust and estate law. During this […]

March 20, 2025

Julie Pulda serving as panelist at With Intelligence Women’s Venture Capital Summit

Senior Impact Investment Manager Julie Pulda is serving as a panelist at the With Intelligence Women’s Venture Capital Summit in Half Moon Bay, California. She will speak at the Emerging Manager Forum sharing “Unfiltered Truths from LPs.”

February 4, 2025