Freedom Capital Markets’ Post

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Freedom Capital Markets hosted our Summer Family Office Summit in Montauk, NY, this past week. Despite a few missed or canceled flights, we brought together over 100 attendees for two days of networking and educational content on topics relevant to family offices today. With 26 people on our speaking faculty, our lineup of topics included an Economic Outlook; a fireside chat with Mark Gerson on Israel and Africa-focused philanthropy; panels on investing in Tech and Innovation, Healthcare and AI, Supply Chain and Logistics, Alternative Investment Ideas, and Next-Gens and Impact; as well as a deep dive/case study into one family office’s philanthropic gifting strategy. For some additional fun and activities, families enjoyed morning yoga on a spa-boat, after-hours s’mores, some pool and beach time, and an electric boat ride around the harbor. Big shout out to our sponsors: Family Office Association, B10 Capital, Seward and Kissel, Crain Currency, UHY, and Insperity. Special thanks to Essex Chocolates for the sweet treats! Thanks to the team at FCM who put this whole event together, and thanks to all the speakers who supported us and the attendees who joined us. Freedom US Markets Robert Wotczak Marcia Nelson Richard Gatward Jay Woods, CMT Patricia McCarron John Wotczak Catherine Beneke Amber Williams #Freedom #FCMSummit #FamilyOffice #Networking #Montauk

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Dian Griesel, Ph.D.

Founder & President, Perception Dynamics Inc. "I ask the right questions to help you determine the right answers."

3mo

Some very wonderful people, fabulous company(ies) gathering in my favorite place! No doubt it was a successful event!

Stefano Sanchini

Co-Founder & CEO at 4URSPACE - Disrupting Retail Construction - Former Prada Sr. Project Manager | MaxMara Director of Store Planning

3mo

Great group of people and exciting topics. I would love to hear the outcome for some of them, like investing in Tech and Innovation and AI.

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Bummed I missed it:((

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Jennifer K. Zimmons, Ph.D.

Zimmons International Communications, Inc.⠀⠀⠀ ⠀⠀⠀⠀ Bespoke Strategies | Boutique Services | Customized Programs

3mo

Amazing event and thank you Freedom Capital Markets - especially Marcia Nelson for all that you do to make the event a success!

Richard Gatward

Executive Vice President.

3mo

An awesome event as always. Thanks Marcia and team for all your hard work

Vince Caruso

New to The Street Founder

3mo

Beautiful family

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Christine Petraglia, MBA

Investor Relations | Communications | Consensus Builder | C-Suite

3mo

One of my favorite places!!

Tessa Adams

Founder of everle™ | Mental Health Advocate | Private Pilot | Social Impact

3mo

Such a great event! Thanks Marcia Nelson and Freedom Capital Markets for such a wonderful day and half!

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Bill Collins

Chief Revenue Officer

3mo

Robert Wotczak great group and great location!

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