Speaking Engagements
UPCOMING EVENTS
10th Annual New England Institutional Forum
Addressing Inflation Pressures in 2023
October 3, 2023
Previous Speaking Engagements
Private Wealth Management Summit
March 6-8, 2023 at the Fairmont Del Mar in San Diego, CA
The Maine Nonprofit CFO Luncheon Forum, 2022
Thursday, May 26th 11AM – 2PM
“Alternate Investing Summit”
Mount Dana, CA | December 8-11, 2021
“Finding Fixed Income Yield and Income Now that Rates have Plateaued/Stalled/Peaked”
Family Office & Private Wealth Forum in Newport, RI | July 20, 2021
https://opalgroup.net/conference/family-office-private-wealth-management-forum-2021/
“International & Emerging Market Strategies: Where Should You Be Looking and What to be on the Lookout for in the Future?”
Family Office Winter Forum 2021 | March 23-24, 2021
https://opalgroup.net/conference/family-office-winter-forum-2021/
“AISNE Governance: Structure and Best Practices for Endowments” | Dec 8, 2020
The 2020 Endowment and Foundation Forum | October 1, 2020
“Sourcing Opportunities, Portfolio Risk & Due Diligence in Today’s Market” | July 29, 2020
At the 2020 Direct Investment Forum
7th Annual New England Institutional Forum | Harvard Club of Back Bay | October 17th, 2019
https://www.marketsgroup.org/forums/new-england-institutional-forum-2019
Endowment & Foundation Forum 2019 | The Westin Copley Place | Boston, MA | November 7, 2019 – November 8, 2019
https://opalgroup.net/conference/endowment-foundation-forum-2019/
Family Office & Private Wealth Management Forum 2019, |Gurney’s Newport Resort & Marina | Newport, RI | July 22, 2019 – July 24, 2019
https://opalgroup.net/conference/family-office-private-wealth-management-forum-2019/
National 4-H Leadership Meeting | Hilton St. Petersburg Bayfront | St. Petersburg, FL | February 25, 2019 – February 27, 2019
https://4-h.org/national-4-h-leadership-meeting/
MANP 2018 Finance Conference | Holiday Inn By the Bay | Portland, ME |December 4, 2018
6th Annual New England Institutional Forum | Boston, MA | October 10, 2018
https://www.marketsgroup.org/forums/new-england-institutional-forum-2018
New England Museum Association's 2017 Conference | Truth & Trust: Museums in a Polarized Society | Falmouth, MA | October 25-27, 2017
https://nemanet.org/conference-events/conference/2017-nema-conference/main/
ISANNE New England Town Academy Conference | York Harbor, Maine| October 4-5, 2016
https://www.isanne.org/event/isanne-new-england-town-academy-conference-0
Maine Chapter of the Society of Chartered Casualty Underwriters (CPCU) | Portland, Maine | November 15, 2015