Invitation June 11th Online Virtual Family Office and Institutional Investor Luncheon

PLANTATION, Fla. - June 2, 2020 - PRLog -- The Ivy Family Office Network (IVYFON) has assembled a group of subject matter experts on healthcare and investing in downturns for an online family office and institutional investor luncheon on June 11th from 12 noon eastern time to 2:00 p.m eastern time.   There is no fee to participate.   We are limiting participation to 200 people and have more than 60 people are registered after a day of registration availability.

With demonstrated achievement in identifying and securing new business, implementing large-scale corporate services assignments, and developing a highly successful high-net-worth asset management practice, Roger has proven himself as an expert on relationship management, raising assets, financial modeling, valuation, and analysis for various investment opportunities and to support clients in meeting their financial goals.

Roger graduated from Marist College School of Management with a BS in business administration and international global studies and subsequently began what has become a long, multi-faceted career on Wall Street. During this time, Roger founded a new division in the financial services industry; corporate services, which deals with theadministration and trading of corporate equity plans.

As such, he could be considered the father figure for global equity administration, which is now a multibillion-dollar industry. a lifelong public servant and have devoted my life to philanthropic causes from families impacted by 9/11 and Roger maintained leadership over one hundred Fortune 500 clients through a comprehensive suite of corporate services and products, including global equity stock plan administration, trading, asset management, and financial analysis. He hired, coached, and grew a core team of experts and a national network of advisors, who developed and expanded an asset portfolio valued at +$26B, and established a robust client network of c-suite stakeholders to identify new service opportunities.

Casey Gard is the former managing partner of Calypso Capital Management.  He presently runs the Gard family office which is partially focused on litigation finance.

The agenda is here - https://ivyfon.com/jun11forum/agenda.html

You can register here - https://ivyfon.com/jun11forum/jun11register.html

We will follow up this luncheon with more information on down cycle investing we learned during the 2008 economic downturn.

About IvyFON:

IvyFON is a leading provider of forums for institutional investors and family offices. We have had more than 45,000 attendees at our events with more than 4,000 speakers since 2001.