WE’s Head of Research Jim Ulseth a Panelist at CEO Power Breakfast

December 11, 2017

WE Family Offices’ Head of Research Jim Ulseth was recently a panelist at the CEO Power Breakfast event, hosted by the Miami Finance Forum. He joined five other Miami-area industry leaders on the panel to discuss private equity from the limited partner perspective.

The Miami Finance Form’s CEO Power Breakfast brings together local industry leaders for breakfast panel discussions with major C-level and other senior-level executives in the region. The panel conversations cover a broad array of diverse topics that are relevant to our changing economic landscape. Past panels have focused on private equity, biotechnology, hedge funds, venture funding, international taxation, real estate investment and corporate due diligence.

Power Breakfast Panel “Bringing a global perspective to Florida investors is a goal of the Miami Finance Forum’s events, and we were honored to share our perspective and be a part of this dynamic group,” says Ulseth.

About the Miami Finance Forum

The Miami Finance Forum is a not-for-profit membership organization comprised of professionals and executives from the world of finance, investment management, banking, capital markets, private equity, venture capital, legal, accounting and related fields. The organization’s main objective is to provide a conduit for its members to meet on a regular basis in order to establish meaningful and relevant business relationships. Through its events, the Miami Finance Forum aims to promote networking and contact among industry professionals, provide its members with educational and career development opportunities, and to create a forum for the general advancement of South Florida as a leading global financial marketplace.

Disclosure

This communication contains our current opinions and commentary, and does not represent a recommendation of any particular security, strategy, investment product or manager. The viewsexpressed here are subject to change without notice. This commentary is distributed for educational purposes only and should not be considered as investment advice or an offer of any security or service for sale. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. No part of this letter may be reproduced in any form, or referred to in any other publication, without WE’s written permission.