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Breakfast Panel: Client Expectations in a Post-Transparency World
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7/12/2018
When: Thursday, July 12, 2018
8:30 AM
Where: FIBA Training Center
80 SW 8th Street
Suite 2170
Miami, Florida  33130
United States
Contact: Tania Maysonet
305-539-3744


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Three senior industry leaders discuss the changing client needs in a post-transparency age from tax aware investing to shifting product needs and more evolved wealth planning.

 

Featured Panelists:

Paul Arango
Managing Director, Morgan Stanley

Miguel Cervoni
Managing Director, UBS

George Crosby
Managing Director, HSBC

 

MODERATED BY:

Sergio Alvarez-Mena
Partner, Jones Day