Entrepreneurs and investors alike often share a common goal: Building wealth. However, much of what people think they know about accumulating wealth may be wrong.
Jay Handy, a veteran financial advisor, managing partner of Walnut Capital Management and CEO of SignalPoint Asset Management, will talk about the history of family wealth in America – as well as some of the myths – at the Thursday, Dec. 14 meeting of the Tech Council’s Innovation Network in Wauwatosa.
The event will take place at UW-Milwaukee’s Innovation Accelerator, 1225 Discovery Parkway. Registration, networking and hors d’oeuvres start at 11:30 a.m. and the presentation at 12:30 p.m. The cost is $10 for students and Bunker Labs members, $25 for individual members, $35 for non-members and included for Tech Council corporate members. Click here to register.
Handy is a graduate of Michigan State University and the Harvard Business School, where he recently spoke as a guest lecturer. Handy has also addressed other national audiences on the topic. He’ll give a personal twist on the history of family wealth, as well as offer some surprising statistics, and respond to audience questions.
“As we head into the end of the calendar year and people are taking stock on what they and their businesses accomplished, it’s both informative and entertaining to hear how individuals and families acquire – and sometimes lose – wealth,” said Tom Still, president of the Wisconsin Technology Council.
The Wisconsin Technology Council is the independent, non-profit science and technology adviser to the governor and Legislature, with events, publications and outreach that contribute to Wisconsin’s tech-based economy. To join, go to www.wisconsintechnologycouncil.com or call 608-442-7557.