Events

Upcoming Events

July 16, 2025 • Boston, MA

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 […]

September 16, 2025 • New York, NY

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.”

October 6, 2025 • Chicago, IL

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, […]

Previous Events

June 19, 2025 • New York, NY

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 18, 2025 • Boston, MA

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.

March 25, 2025 • New York, NY

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 20, 2025 • Palm Springs, CA

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 […]

February 4, 2025 • Half Moon Bay, CA

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.”

November 13, 2024 • New York, NY

Kelly Lora Ewart serving as panelist at UHNW Institute Symposium

Head of Marketing Kelly Lora Ewart is serving as a panelist at the UHNW Institute Symposium in New York City. The panel, titled “The Evolving Needs & Key Trends of the UHNW Family: Why Providing Integrated Wealth Management for Families of Wealth is Mandatory for the Firm of the Future,” will explore how wealthy families […]

October 23, 2024 • New York, NY

Julie Pulda speaking on panel at Invest in Women Symposium

Senior Impact Investment Manager Julie Pulda will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.”

October 21, 2024 • Boston, MA

Pete Chiappinelli speaking on panel at Global ARC Boston

Partner and Chief Investment Officer Pete Chiappinelli will speak on a panel focusing on high-alpha strategies at Global ARC Boston. Click here to learn more.

October 18, 2024 • Mystic, CT

Elliot Rotstein to attend ACTEC Regional Meeting

Ballentine Partners is proud to sponsor the New England Regional Meeting of The American College of Trust and Estate Counsel (ACTEC) on October 18-20th in Mystic, CT. Partner and Senior Client Advisor Elliot Rotstein will attend.