Last month we had the privilege of hosting our families and community for our annual, client-exclusive Signature Event: Unlocking Your Wealth's Potential. It was an engaging afternoon of curated content and meaningful conversations. We were honored to be joined by industry specialists and an all-female investment panel from across the globe: Lara Rhame, Chief U.S. Economist at FS Investments Danielle Poli, CAIA, Managing Director and Assistant Portfolio Manager, Global Credit at Oaktree Capital Management, L.P. Piera Elisa Grassi, Managing Director and Portfolio Manager, J.P. Morgan Asset Management International Equity Group Anne Tumlinson, CEO, ATI Advisory and Founder of Daughterhood Timothy Habbershon, Founder, Fidelity Center for Family Engagement (FCFE) Scott Oki, Founder and Chairman of o-kaisha Investments and serial entrepreneur As a family office, we remain committed to providing the best resources to support the business owners, leaders, and entrepreneurs we serve. We recognize the impact of building connections around shared interests and passions and appreciate opportunities to bring our community together. We are immensely grateful to our team, valued partners, world-class speakers, and every family who attended – you each contributed to the event's success! #ParcionPW #Parcion #SignatureEvent #Community #LongTermCare #InvestmentPanel #ConversationsThatMatter #Legacy #GenerationalWealth #EnterprisingFamilies
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