Buffett’s investment secrets will be topic of Wealth Management Summit

The secrets of Warren Buffett, the world’s most successful investor, will be explored at the BizTimes Wealth Management Summit on Wednesday, Oct. 27, from 7:30 to 11 a.m. at The Pfister Hotel in downtown Milwaukee.

The forum will focus on wealth management strategies for southeastern Wisconsin’s affluent professionals.

The event’s keynote speaker will be Jeff Matthews, author of “Pilgrimage to Warren Buffett’s Omaha: A Hedge Fund Manager’s Dispatches from Inside the Berkshire Hathaway Annual Meeting” (McGraw-Hill 2008). Matthews, who began his Wall Street career in 1979, worked as an analyst for several investment firms and companies such as Aetna and Penn Central Corp., before founding the hedge fund Ram Partners LP in 1994.

Matthews’ book has been called “the most insightful analysis of Buffett and Berkshire I’ve ever read” by investment advisor Vitaliy Katsenelson.

During his presentation at the Wealth Management Summit, Matthews will use his financial acumen to shed light on the philosophies of Buffett, known as the “Oracle of Omaha,” and share the secrets of the world’s most successful investor. Attendees of the conference will each receive a copy of Matthews’ book about Buffett.

Strategy discussions, which will follow Matthews’ presentation, will address topics such as: planning for retirement and wealth preservation; transfer of family wealth and establishing trusts; what to look for in choosing a financial advisor; an overview of the tax landscape.

The panel discussions will be led by Jay Czarapata and Pete Jelacic, wealth managers at SVA Wealth Management Inc.; and  John Herbers and Anthony Handzlik, shareholders at Reinhart Boerner Van Deuren S.C. Attorneys at Law.

For more information or to register, visit www.biztimes.com/wealth.

 

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