Date: Wednesday, January 23rd, 2019
Time: 5:30-7:30 pm
Location: Pyramid Club – Mellon Bank Center, 52nd Floor, 1735 Market St, Philadelphia, PA 19103
Topic: Family Governance
Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors. He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research.
Beverages & hors d’oeuvres will be provided. Attire is business or business casual. Seating limited.