See where EMM Wealth's experts are scheduled to speak next as well as our latest news and updates:
March 13, 2018
Gilda's Club Westchester
Our Head of Financial Planning, Stevon Forrester, JD., LL.M., CFP®, ChFC, will give a presentation on charitable planning with retirement assets.
Feb 1, 2018
American Bar Association
Randy Kaufman will be joined by Moses & Singer attorney, Carole M. Bass and executive coach, Donna LeBlanc, M.Ed, NYMHC, to present It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad.
December 7, 2017
Hedge Fund Due Diligence Panel
EMM's Head or Research and SVP, Sal Russo, will participate on a panel of allocators and industry experts hosted by Triad Securities titled Hedge Fund Operational Due Diligence: What Managers Need to Know.
November 6, 2017
Family Office Association New York City Summit 2017
EMM's Susan Hartley Moss and Randy Kaufman present Brawl in the Family: Avoiding Family Conflict to industry peers and family office attendees of FOA's NYC Summit.
October 19, 2017
NYC Sustainable Investment Conference
Don't miss Randy Kaufman at this year's NYC Sustainable Investment Conference! She'll be participating in an afternoon panel on strategies of ESG focused advisors.
October 11, 2017
Impact Summit: From Values to Value Creation
Family Wealth Report is hosting their annual investment summit for family offices and their advisors. Randy Kaufman will be participating on the Inter-Generational Conversation Panel. The topic: Combining Returns with Purpose.
September 27, 2017
Dorsey Private Funds Symposium
Salvatore Russo, SVP and Head of Research at EMM, will take part in the Investor's Perspective panel Dorsey's annual Private Funds Symposium in New York.
September 19, 2017
Estate Planning Council Evening Program and Dinner
EMM's Senior Vice President and Senior Wealth Advisor/Relationship Manager Susan Hartley Moss will present at the Estate Planning Council's first evening and dinner program of the year.
August 10, 2017
Family Office Association Summer Retreat
EMM's Randy Kaufman will speak with Andy Greenspan of DocYOUmentary on "Preserving Family Stories of Determination and Success to Rising Generations of Family Members."
July 19, 2017
Impact Capitalism Summit
Missed Randy Kaufman's session at the Impact Capitalism Summit? Watch "The Minds They Are a Changin': Decision Making Styles Across Gender and Generation" below:
EMM Featured in Modern Trader Magazine
EMM's Research Team shares due diligence red flags in the annual hedge fund issue of Modern Trader.
May 24, 2017
EMM Welcomes Susan Hartley Moss, CTFA
As a member of the EMM team, Susan will broaden the range of services provided to EMM's clients, especially in the family office practice, including issues around governance, complex trusts and other fiduciary matters. Read the full announcement.
April 25, 2017
Family Office Association's Spring Global Summit
EMM is proud to have two breakout sessions featured at this conference. Salvatore Russo and Christopher Burrows of EMM's Research Team will present "Smoking Guns and Hidden Skeletons: How to Discern Luck from Skill When Vetting Investment Managers." Randy Kaufman will speak the same day on "Deconstructing Conflict in the Family and the Family Office."
March 14, 2017
Wall Street Green Trading Summit
EMM’s impact investing guru and SVP, Randy Kaufman, is scheduled to speak.
EMM Featured in Wealth & Finance International
Read the article, "A Bespoke, Multigenerational Approach to Wealth Management."
November 15, 2016
Private Wealth Tri-State Forum
David Aaron, EMM's Co-CEO and CIO will participate on the Advanced Asset Allocation panel.
October 21, 2016
EMM’s Head of Research and SVP, Salvatore Russo, speaks on the panel “Adding Value in Long/Short Equity.”
October 18, 2016
High Water Women’s Investing for Impact 2016 Symposium
EMM was proud to sponsor this conference.
Family Office Association Video Series: Successful Families and Philanthropy
EMM’s Randy Kaufman joins fellow expert panelists to discuss the role of philanthropy in successful families.
EMM employees’ involvement at certain events or activities may be restricted to the attendance of Investment Professionals only, and therefore event materials and presentations may not be made available for the general public. The attendance of an EMM employee at an event or activity is not and does not imply an endorsement, approval, or affiliation of an event nor is it intended to be an endorsement or solicitation of any specific financial, legal or tax strategy or advice that is discussed. Please review EMM’s “Important Disclosures” found at the bottom of this webpage for further information. .