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Company Name
Northwestern Mutual
875 Third Ave, 23rd Fl, NY,
NY 10022
Phone: 212.557.5645

Contact
Michael J. Mullarney, mike.mullarney@nm.com, (212) 867-8477
Phia Daly Billman, Phia.Billman@nm.com, 212.433.1174

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Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan based on their unique vision, values and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities.

Company Name
Adams Street Partners

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For more than four decades, Adams Street Partners has been recognized as one of the most respected and experienced private markets investment managers in the industry.

Company Name
Dockyard Capital Management

Contact
Alan Gardner, COO, agardner@dockyardcapital.com, 617 753-6470
Ben Balbale, Founder & CIO, bbalbale@dockyardcapital.com, 617 753-6460
Jay McGrath, CFO & CCO, jmcgrath@dockyardcapital.com, 617 753-6465

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Dockyard Capital Management is a concentrated long/short equity manager investing in companies reshaping industries through software. The team leverages its experience as operators to develop a unique understanding of businesses across industries that have embarked on or enable unprecedented business model transformations.

Company Name
MarketCurrents WealthNet
260, Madison Avenue, New York,
NY, 10016 USA
Phone: 1-917-960-8463

Contact
Sumehr Sondhi, info@marketcurrents.co, 1-917-960-8463

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As new generations of investors, whose expectations have been shaped by newer regulation, technologies and living through a major financial crisis, the wealth management industry is undergoing significant change. Family Offices are on the rise and investment opportunities are expanding beyond mainstream alternatives, such as hedge funds.

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