Private Wealth Magazine Invites David S. Friedman to Address Leading UHNW Advisors
Senior Executive Will Make Keynote Address on How to Cultivate the Super-Rich
NEW YORK, Oct. 4, 2011 /PRNewswire/ -- Co-Founder & Executive Vice-President of Strategic Development David S. Friedman has been invited as a keynote speaker to the Private Wealth Magazine Conference sponsored by Russ Alan Prince and Rothstein & Kass.
The conference, entitled "Cultivating the Super-Rich," is an informative two-day seminar aimed at describing the various market trends that impact the financial and personal welfare of the ultra-affluent community. Friedman will be discussing the global ultra-high-net-worth (UHNW) market, paradigm shifts in how to build a sustainable strategic business development pipeline in this market and the steps toward producing a "Future UHNW Client List." Friedman will also be speaking about using both client intelligence and a bespoke method to approach UHNW individuals in order to build trust and win their business. In the UHNW market, which is primarily driven by referrals, Friedman will additionally provide insights on how intelligence can be leveraged to strategically surface warm prospects from the social networks of existing clients. To tie the discussion together, he will elaborate on how specific requests increase the probability of a successful referral. Friedman recently delved into the details of this unique approach in "Beyond Referrals," an article published by Private Wealth Magazine and co-authored with Hannah Shaw Grove, Executive Editor.
Most recently, David was a Managing Director at CBRE, the world's largest commercial real estate firm, where he built a practice focused on advising Sovereign wealth funds in the Middle East, Asia and Latin America, on large billion dollar investments around economic development projects. Prior to CBRE, David was a Silicon Valley entrepreneur. David started his career at Oxford Analytica, a leading geo-political analysis and intelligence firm based in Oxford, England. David also has a M.A. in Philosophy of Religion and Ethics with a Thesis on Religion and Politics from Yale Divinity School. David is acknowledged as an industry expert in the ultra-wealthy advisory space, and has been published and quoted in numerous industry magazines. He has also participated as a noted speaker on business development strategies in the UHNW space.
For more information, please visit: www.wealthx.com
To register for the conference hosted by Private Wealth Magazine in New York City please visit: http://www.fa-mag.com/events/workshops.html
ABOUT WEALTH-X
Wealth-X provides its members with qualified prospects and intelligence on ultra high net worth (UHNW) individuals, along with the privately held-companies they control. We work with 7 of the top 10 global private banks, leading educational institutions, not-for-profits and luxury brands. Our firm's online business development solution profiles individuals who represent US$ 10.7 trillion of the world's net wealth. The Wealth-X database additionally offers exclusive details on ultra wealthy individuals, including their wealth, income, passions, philanthropic interests, affiliations, politics, advisors, families and biographies. Wealth-X is the global leader on UHNW individuals and the worldwide standard for professionals working with the ultra affluent.
SOURCE Wealth-X
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