Joined by NewEdge Wealth’s Ghislain Gouraige and Robin Petty, the panelists discuss best practices for entrepreneurs looking to sell their business, real-life success stories and pitfalls, and what they can do to prepare for the deal process.
Webinars
Fireside Chat: Market Update with Lee Cooperman
Listen in as Rob Sechan, CEO and Co-Founder of NewEdge Wealth, and Lee Cooperman, Chairman and CEO of Omega Family Office, Inc., and Investment Advisory Board Member of NewEdge Wealth, discuss their general market thoughts and what the possible catalysts could be for a significant market decline.
The Ten Surprises of 2022
The definition of a “surprise” is an event that the average investment professional would assign a one-out-of-three chance of taking place, but these are events Blackstone believes are probable, having a better than 50% chance of occurring.
Fearless Women: Women in the Arts
Susan Kim, Vice President and Wealth Advisor at NewEdge Wealth leads a discussion with Amelia Manderscheid, Vice President and Senior Director in Contemporary Art of Bonhams, Lara A. Björk, Founder of Von Rudebeck Art Advisory, and Lori Hotz, Co-Founder and Co-CEO of Lobus.
2022 Market Outlook with Tom Lee
Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors and NewEdge Wealth’s CEO and Co-Founder, Rob Sechan discuss key economic and market themes which will likely impact investors in the coming year.
An Insider’s Look at China: What’s Really Happening on the Mainland
With all the noise out of China, we turned to a panel of seasoned Chinese investors to hear their insights and share with us how they’re investing.
Estate Planning Amid Uncertainty: What the Build Back Better Act Could Mean for You
Hosted by John Straus, Jr., panelists Marissa Dungey and Jim Dougherty, Founding Partners of Dungey Dougherty PLLC, discuss the proposed changes included in the Build Back Better Act and the impact it may have on you, your family and estate
Fearless Women: Luxury Edition
Both fearless women in their own right, Lindsey Boyd, Founder of Rondel Jewelry, and Sarah Flint, Founder of Sarah Flint shoes join our host, Susan Kim, CFA®, to share their visions, successes and challenges, and how they are building incredible luxury brands.
Preparing the Next Generation for Wealth: How Not to Be a Statistic
Parents frequently express concerns regarding passing wealth to the next generation, a concern backed by research — 70% of families lose their wealth by the second generation and ninety percent by the third.
Market Update on the World of Art, Watches and Collectible Cars
Hosted by Jeff Kobernick, the panelists reviewed the burgeoning non-fungible token (“NFT”) market, the “red-hot” market for new and used watches, and the world of new and used collectible cars.