Mazars in the US and BNY Mellon Present Wealth Wise Webinar Series

Wealth Wise, a BNY Mellon and Mazars webcast series, provides high-net-worth investors and their families with timely insights and practical considerations to help make informed decisions about their personal wealth.

Upcoming webcast in this series 

Private Equity -  Why it Matters in a Bear Market for Ultra High Net Worth Investors 

Date: Thursday, October 27, 2022
Time: 11 a.m. - noon ET

In volatile markets, private equity provides several advantages to investors over other public investments. And, as companies stay private longer, much of the increase in the valuation of these firms is realized by investors while they’re still private. 

Mazars and BNY Mellon will provide insights on the value of private equity investing for qualified investors, as well as how to gain access to top-tier managers to realize their outsized returns across market cycles.

Moderators:

  • Sally Wang, Director | Mazars in the US
  • Sofia Cordero, Senior Manager | Mazars in the US

Panelist:

  • Joanna Berg, Senior Alternative Investments Strategist | BNY Mellon

Fixed Income Investing – why now is the time to give it a second look – November 16th 

Date: Wednesday, November 16, 2022
Time: noon – 1 p.m. ET

It’s been a decade since we’ve seen interest rates at today’s levels. In the current environment, bonds have once again become a relevant consideration for families looking for income in a stable investment structure. But the bond market is complex with a multitude of structures and products.

Discover which fixed-income solutions are appropriate as investors look to add this important asset class back into their portfolios.

Moderators:

  • Payal Parikh, Senior Manager | Mazars
  • Wilson Lee, Senior | Mazars

Panelist:

  • John Flahive, Head of Fixed Income Investments | BNY Mellon

Wealth Wise, a BNY Mellon and Mazars webcast series, provides high-net-worth investors and their families with timely insights and practical considerations to help make informed decisions about their personal wealth.

Mazars and BNY Mellon present: Putting Your Plan Together – January 18th 

Coming soon