WEBINAR
Building Resiliency in an Uncertain World
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A resilient plan is one that can withstand the unexpected. Whether you are focused on estate planning, taxes or investments, for your clients or for yourself, it is important to build plans that are resilient and can flex when the unexpected inevitably arises.
Explore processes that can lead to a more resilient plan, whether that plan governs how you allocate your investments, how you distribute your estate, or how you communicate with family and colleagues. Learn about values-based planning and come away with practical tips that you can apply in your personal life, as well as professionally, as you advise clients for decisions large and small.
Please email your questions to cayman@100women.org by Thursday, September 17 or you may submit them during the webinar.
Produced by the 100WF Cayman Committee.
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8:00 AM N. America West Coast
10:00 AM Cayman
11:00 AM N. America East Coast
4:00 PM London
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The program will begin promptly. |
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PARTICIPANTS
Suzanne Brenner
Brown Brothers Harriman
Alison Hutchinson
Brown Brothers Harriman
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The webinar access link will be emailed to you separately closer to the date of the event.
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Suzanne Brenner
Chief Investment Officer, Brown Brothers Harriman
Suzanne Brenner joined Brown Brothers Harriman in 2017 and is the Chief Investment Officer (CIO) within the firm’s Private Banking business. In this role, she leads the Investment Research Group, which is responsible for manager selection, capital allocation and investment decisions across BBH’s Private Banking client portfolio. Before joining BBH, Ms. Brenner was Senior Vice President and CIO of The Metropolitan Museum of Art, where she oversaw the management of the museum’s $3.2 billion investment portfolio, including asset allocation, investment manager selection and risk management. Prior to the museum, she was the Director of Investments and Assistant Treasurer of The Rockefeller Foundation, and before that, she worked as a consultant to several Louis Marx Jr. private equity companies. She began her career at Ernst & Young, where she managed several domestic and multinational audit client engagements. Ms. Brenner has a B.M. from the Aaron Copland School of Music at Queens College as well as a B.A. from the City University of New York at Queens College. She graduated summa cum laude and is also a certified public accountant (CPA). Ms. Brenner currently serves on the boards of several leading New York family trusts, the New York Botanical Garden Investment Committee and the Emerita Council of 100 Women in Finance, an organization focused on education, leverage and philanthropy. She formerly served on the board of the Sanford Bernstein mutual funds.
Alison Hutchinson
Senior Wealth Planner, Brown Brothers Harriman
Ali Hutchinson joined Brown Brothers Harriman in 2012 and is the Senior Wealth Planner in the New York office. Ms. Hutchinson has over 15 years of experience in the private banking industry and focuses on estate planning. As a leader of the BBH Next Generation Program and Center for Women & Wealth, she works to create a dynamic and inclusive environment where families can engage in conversations about wealth, family and values. She provides clients with the investment, planning and philanthropic resources they need to navigate transitions, including retirement and the succession of a privately held business, and help the next generation thrive. Prior to joining BBH, Ms. Hutchinson was in private legal practice at Simpson Thacher & Bartlett LLP in New York City, specializing in estate planning – developing and implementing strategies to achieve preservation and transmission of family wealth while minimizing transfer taxes. She graduated cum laude from Dartmouth College with her B.A. and received her J.D. from the University of Virginia School of Law, where she was a Dillard Fellow.
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100 Women in Finance
100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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