November 21, 2019 Boston
The Campden Wealth 2019 North American Family Office Conference

Doug Macauley, Investment Managing Director, will participate in a 40-minute session entitled, “Concentrated Wealth: Recognizing the Signs That It’s Time to Diversify.” His presentation will focus on how investors, especially those who created their wealth in business ownership, deal with the behavioral challenges that come with diversifying out of a significant concentrated position. In this session, Doug will outline some of the key questions to ask to help determine when it is time to sell. Visit Website »