The family office concept has a long history in the United States, with the Rockefeller family office as the leader. Family office investment model is the most advanced, professional and rigorous type of wealth management.

On November 17th, we invite Todd Millay, Managing Director of Choate Investment Advisors, one of Fortune’s best wealth management companies in the United States. He will talk about the investment philosophy of Choate, preferred regional allocation, and choosing the best type of vehicle and funds. He will also talk about the focused investment themes Choate believes in right now, as well as views towards investing in the Asia and Chinese markets. Choate’s investment focuses on optimal asset allocation, utilizes a series of models and fundamental analysis to form their own asset allocation process.

In this speech on November 17th, Mr. Millay will discuss his views towards optimal asset allocation in today’s market environment at high valuation and the presence of political risks around the world.

Choate Investment Advisors is a subsidiary of one of the largest Boston Law Firm, Choate Hall and Steward. It is a leading family office with a total managed assets near $ 5 billion, focusing on families with wealth between 20 million and 200 million US dollars.

Date:   11/17, 7:15pm – 9:00pm

Venue: MIT E51 (Exact room will be emailed once you are signed up)

Speaker: Todd Millay, Managing Director of Choate Investment Advisors

Language: English

Registration Link: https://docs.google.com/forms/d/e/1FAIpQLSdTrPFVtsBCa9wxi_SZ3Omzcv06fc5INdlcNX75yYwVbnqvvQ/viewform?usp=sf_link

Bio of Todd Millay

Todd Millay is the Managing Director of Choate Investment Advisors.  Todd oversees the investment strategy and works closely with Choate’s wealth management team of lawyers, tax preparers and trusts and estates administrators to provide clients with integrated solutions to their wealth management needs.

Prior to joining Choate, Todd was a partner at CCC Alliance, a consortium of family offices. He also served as the founding Executive Director of the Wharton Global Family Alliance, the research center on family wealth and family business at the Wharton School.  As a consultant in the Boston and Madrid offices of McKinsey & Company for five years, Todd specialized in serving financial institutions.  Todd served as Managing Clerk for the Honorable Sandra L. Lynch on the US Court of Appeals for the First Circuit after graduating from Yale Law School.

Todd is the Chairman of the Board of InnerCity Weightlifting, a nonprofit organization dedicated to reducing urban violence by working with young people at the highest risk. Todd also serves on the investment committee of the Noble & Greenough School.

Organizer

BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly roundtable discussions, roadshows, and professional training. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to info@bcicglobal.org.

Please feel free to contact us if you are interested in participating in future roadshows or monthly events. Startups please send your business plans to roadshow@bcicglobal.org. Investor or sponsors please contact us at info@bcicglobal.org .

BCIC Platinum Sponsors

E Fund Management Co., LTD. (http://www.efunds.com.cn/)

BCIC Sponsors

Eastern Link Capital: (http://www.easternlinkcapital.com/)

Insigma Hengtian Software: (http://www.hengtiansoft.com/)

Mass Ave Capital

Yintech Investment Holdings (http://www.yintech.net)

Please wait...

Join our mailing list

If you want to join our mailing list for future BCIC seminar, roadshow events or job information, please leave your name and email.