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07.07.2011 NY CEI Meeting
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When: July 7th, 2011
Where: Deloitte
1633 Broadway (between 50th and 51st)
36th floor Boardroom
New York, New York 
United States
Contact: Tifanny Yam-Papish

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Wealth Management - "Where Do You Put Your Money?

1633 Broadway (between 50th and 51st)
36th floor boardroom

Date & Time:
July 7th 2011

We will have strategists from Morgan Stanley and New York Life, as well as a Big 4 Tax accountant discuss the following topics:

I. Concentrated Stock Planning integrated into a comprehensive wealth plan - Sale, Retention and Gifting strategies for holders of concentrated stock

II. Investment Options for Income in a Zero Percent Interest Rate Environment - With the fears in the bond markets regarding municipal bonds, treasuries and longer dated paper, what should fixed income investors be focusing on? What are some alternative options?

III. Investment Options for Equities (both domestically and globally) in a volatile economy- with the global economy so fragile, should investors look at equities (domestic, emerging markets, large caps)?

IV. Tax implications and how they affect individual investment strategies.

Please sign up for this event online at As always, you are welcome to invite a colleague.

For registration questions, please direct them to Tifanny Papish. You can reach her at 212.248.4888 or

We hope to see you all at this very informative session.

Your CEI NY Leadership Team,
Diana Solash
Sandeep Gupta
John Kim
John Hu
Wes Hom

**Please note that this event is only open to CEI members, professionals preferably in senior manager positions and up.

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