We’re pleased to welcome back Jean Brunel who presented to a sold-out audience last year.  Jean is an engaging and interesting speaker with a global insights and extensive knowledge.

Topic: Goals-based wealth management; moving from theory to practice

Jean will describe the nature of goals-based wealth management (GBWM) and goals-based asset allocation, and summarise the reasons for using it.

He will introduce the notion that GBWM potentially causes a material change in the way the advisory process is handled.

The five objections will be discussed. Jean will argue that rather than looking at GBWM as an unwelcome disrupter, it should be used to deal with the very nature of individual goals and objectives.

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About the speaker

Jean L.P Brunel, CFA, is the managing principal of Brunel Associates LLC, a firm that serves ultra-high-net-worth individuals and their advisers. Prior to founding Brunel Associates, he served as chief investment officer of J.P. Morgan’s global private bank and as a director and member of the executive committee of J.P. Morgan Investment Management, Inc.

Jean is the editor of the Journal of Wealth Management and the author of the books Integrated Wealth Management: The New Direction for Portfolio Managers and A Practical Guide to Goals-Based Wealth Management. Over the course of his career, his areas of focus have been tax-aware investing, goals-based wealth management, and the role of alternative assets in balanced portfolios.

He was the recipient of the 2011 C. Stewart Sheppard Award from CFA Institute, the 2012 Multi-Family Office Chief Investment Officer of the Year award from Family Office Review, and the J. Richard Joyner Wealth Management Impact Award from IMCA. He is a graduate of Ecole des Hautes Etudes Commerciales and holds an MBA from the Kellogg School of Business at Northwestern University.