Events

Jennifer Albert is speaking on the CAIS panel The Alternative Edge: Women Pioneering in Investments at their Women in Wealth Leadership Forum. The discussion will explore the evolving role of alternative investments in wealth management, the challenges and opportunities in expanding adoption, and strategies shaping the future of private markets.

We are excited to share that Pathstone will serve as a sponsor for Confluence Philanthropy’s 15th Anniversary Practitioners Gathering, continuing our long tradition of supporting their work with foundations, family offices, and their advisors. The event, taking place March 11-13 in San Francisco, enables members to share best practices “that build a common future through the interwoven nature of relationship, interdependence, and money.”

Eric Stephenson, Pathstone’s Managing Director of Integration & Optimization, will be speaking at the conference. Eric also serves on the Board of Directors for Confluence Philanthropy and is Co-Chair of the Cordes Foundation. Katherine Pease, Managing Director at Pathstone, will lead a conference session on foundation spend-outs.

Katherine Pease, Managing Director at Pathstone, will be attending and leading a session during the event.

Eric Stephenson, a Managing Director at Pathstone, will be speaking on the “Future of Wealth Management” panel at the Markets Group: 9th Annual Private Wealth Tri-State Forum.

According to the Markets Group, “Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy.”

Pathstone’s Savvy Teens is focused on providing rising generation to knowledge and tools to successfully navigate the many opportunities and challenges that come with managing wealth. Our intimate workshop for teens (ages 13-19) will foster meaningful dialogue, while exploring the essential tools and strategies needed for the rising generation to thrive.