Events

Previous Events

September 16, 2026 • New York, NY

Michael Chimento at Private Debt Investor New York Forum

Michael Chimento, Principal & Senior Investment Director, will speak at Private Debt Investor New York Forum. Michael will join fellow members of the PDI New York Advisory Board for “Market Sound-Off: Sifting Fact from Fiction in Private Credit,” a timely conversation focused on cutting through the headlines and examining where the private credit market stands […]

July 13, 2026 • Denver, CO

Alexa Carbone at FOX Family Office &Wealth Advisor Forum

Preparing the next generation to thoughtfully steward family wealth and embrace future leadership roles doesn’t happen by chance, it requires intentional planning, meaningful conversations, and trusted guidance. We’re proud to share that Alexa Carbone, Partner & Chief of Staff, will be speaking at the Family Office Exchange (FOX) Family Office & Wealth Advisor Forum in […]

April 28, 2026 • Palm Beach, FL

Christopher Chandler at Day Pitney Family Office Forum

Partner and Chief Investment Officer Christopher Chandler will serve as the keynote speaker at Day Pitney’s Palm Beach Family Office Forum, where he will be sharing his perspective on the economic outlook and the forces shaping the investment landscape ahead. During the session, he will explore the disconnect between economic sentiment and underlying fundamentals by […]

April 15, 2026 • New York, NY

Michael Chimento at LPGP Connect Private Debt New York

Michael Chimento, Principal & Senior Investment Director, will be speaking at LPGP Connect 12th Annual Private Debt New York in partnership with Women in Private Debt + Direct Lending Forum New York. Michael will serve as a panelist in the session, “Private Debt from the LP Seat: Allocation Strategy, Structure, and Long-Term Partnerships,” where he […]

March 10, 2026 • Scottsdale, AZ

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 […]

October 22, 2025 • Boston, MA

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 21, 2025 • New York, NY

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 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, […]

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.”

September 11, 2025 • Denver, CO

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, […]

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 […]

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.