Massey Quick Speaking Engagements

Speaking Engagements

Stewart Massey was a speaker at the Investment Management Summit held at the New York Stock Exchange for top-ranked financial advisor and leading industry experts. Mr. Massey discussed current trends as advisors look beyond traditional asset categories to generate alpha and reduce risk for their clients.

Les Quick moderated a series of panels that discussed “Alternative Asset Investing in the Family Office” at the Rothstein Kass Alternative Asset Summit in Las Vegas on October 12th. Topics included Hedge Funds, Real Estate and Private Equity investing. This unique forum facilitates networking, deal making and insight generation among the most influential persons and networks in the industry.

Stewart Massey was a speaker at the Infovest 21 conference, “Opportunities and Challenges for Small and Medium Sized Hedge Funds,” held in New York City on July 13, 2011.

Joe Belfatto was a speaker at the Marcus Evans Private Wealth Management Summit in Florida on June 5th. In his presentation, “Pinpointing Best Practices in Manager Selection,” Mr. Belfatto addressed the increasing importance of identifying outstanding managers who match your investment and risk appetite and can achieve desired results and meet your investment criteria. He was also on a panel that discussed “The Future of Family Offices: Growing Trends and Evolving Business Models.”

Joe Belfatto joined the founders of Forefront Capital Management at a seminar sponsored by Infovest 21 in New York on May 18, 2011. The event was an educational and networking roundtable for investors to gain alpha exposure to undiscovered emerging managers. Joe joined a panel to discuss Massey Quick’s manager selection and due diligence process and explain how the firm views emerging managers.

Stewart Massey is frequently quoted in The New York Times, Reuters, Bloomberg, MARHedge, Institutional Investor Alpha Magazine and numerous other publications on the topic of alternative investments. He frequently speaks to groups of institutional investors on the application of alternative investments in multi-asset class portfolios. Click here to view a list of his speaking engagements.

Private Wealth Management Summit, Manager Due Diligence, Las Vegas, NV, December 2-4, 2009.
Endowment and Foundation Forum, Hyatt Regency, Boston, MA, October 25-27, 2009.
Family Office & Private Wealth Management Forum, Hyatt Regency, Newport, RI “Manager Selection – What Should Family Offices be Looking for When Selecting Managers?”, July 8-10 2009.
• January 7, 2009, The New Mexico Economic Outlook Conference, Albuquerque, NM
• December 15, 2008, The Investments Consultants Forum – “Manager Selection”, NY, NY
• September 15, 2008, Manager Search and Selection Forum, San Francisco, CA
• April 13-15, 2008, National Public Employee’s Retirement Funds Summit, Key West, FL
• April 9, 2008, Infovest 21, Princeton Club, NY, NY
• December 17, 2007, Investment Consultants Forum; Manager Selection, Princeton Club, NY, NY
• October 29-30, 2007, US Strategic Investment Executive Forum, Plantation Amelia Is., FL
• October 23-24, 2007, Foundations and Endowments, San Francisco, CA
• October 10-11, 2007, Alternative Investments for Private Family offices, Half Moon Bay, CA
• September 10-12, 2007, Alternative Investments for Private Family offices, Hot Springs, VA
• May 16, 2007, State of the Alternative Industry – The Institutional Perspective, Charleston, SC
• October 22-24, 2006, Hedge Funds and the Affluent Investor, Southampton Bermuda
• October 17, 2006, The Foundations and Endowments Summit, San Francisco, CA
• October 16, 2006, Plan Sponsor and Consultant Circle, San Francisco, CA
• October 16 2006, The Alternative Investments Summit “Future of Funds of Funds.”
• May 7-9 2006, Keynote Speaker at MARHedge San Francisco, CA

Leslie Quick has spoken at various family office conferences on life in a family business, sibling relations and dealing with non-family employees. Click here to view a list of his speaking engagements.

• June 9, 2009, Family Office Forum “Family Business to Family Office: Transitions, Integration and Separation” Swissotel Chicago, Chicago, IL
• October 30, 2006, The State of the Alternative Industry: The Institutional Perspective, The Fairmont Sonoma Mission Spa & Inn, Sonoma, CA

Louise Thomas spoke on Manager Selection, at the Investment Consultants Forum held at the Princeton Club in New York City on December 17, 2007.

Louise Thomas participated in a panel entitled “2011 Outlook: The Double Dip Recession” at the Investment Consultants Forum held in New York City on March 8, 2011.

Massey Quick Seminars

Successfully Navigating the Municipal Bond Market in 2011,
February 24th, 2011, Baltusrol Golf Club. Stewart Massey and representatives from Samson Capital Advisors LLC discussed the current state of the municipal bond market and what investors can expect in the coming year.

Manager Selection and Due Diligence, October 20th, 2009. The Investment Team, lead by Louise Thomas, brought together approximately 35 clients and prospects to discuss the rigorous due diligence process that Massey Quick utilizes to select investment managers for client portfolios. The seminar received outstanding reviews and featured one of Massey Quick’s equity long-short managers.

Investing In 2010 and Beyond, December 9th, 2009 at Baltusrol Golf Club. Stewart Massey, Founding Partner and Chief Investment Officer, recapped the overall investment results of 2009 and discussed his outlook for 2010. Two of Massey Quick’s investment managers joined Stewart at the podium to discuss their outlook on the equity and fixed income markets.

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