WE Family Offices Advisor to Speak at Landmark Holiday Investor Forum

December 11, 2018

WE Family Offices Advisor Richard Zimmerman will continue sharing his thought leadership by speaking at the Landmark Holiday Investor Forum on Thursday, December 13, at the Hyatt Regency in Old Greenwich, Connecticut.

Hosted by Landmark Angels, which is an angel investor group comprised of high net-worth investors and prominent family offices, the Landmark Holiday Forum will include various presentations and panel discussions on a variety of topics focusing on the theme of alternatives.

During the investor forum, Zimmerman will be featured on a panel entitled “Approaches and Strategies – Alternative Asset Allocations.” The discussion will cover the approaches and strategies necessary to construct a portfolio of Private Equity/Mergers and Acquisitions (M&A), Real Assets, Real Estate, and Venture alternative classes.

Zimmerman possesses more than two decades of experience working with wealthy families and holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations. His continued success of working with client families to provide advice and oversight regarding their overall wealth management needs has made him a valued speaker at many recent conferences and forums.

“I am honored to have the opportunity to share my insights on effective ways to approach alternative asset allocations with families and other family offices,” comments Zimmerman. “All of us at WE Family Offices make it a priority share our knowledge with others in our industry, and I welcome this chance to support our commitment to thought leadership. ”

More information about the Landmark Holiday Forum is available here.