Summary: The DreamMakers' Forum brings together successful individuals from the Black community to explore ways to preserve and enhance wealth and to share insights on issues of family wealth and philanthropy.

Today's investors are not only presented with a wide array of investment alternatives, but increasingly new investment philosophies and approaches are advocated.  The evolution of areas such as goal-oriented investment approaches are changing the way advisors work with wealthy individuals and families.  In addition to focusing on outcomes, investors are more socially conscious with respect to investment choices.  This panel will engage participants in an interactive discussion of the evolving investment paradigm for clients.  

Title: Investing in the New Millennium

Panelist: Jason Saul