Events

 
 

2017
2016
2015
2014

Is New York Next?: A Discussion with Richard Ravitch on the Fiscal Outlook for American Cities After the Detroit Bankruptcy

September 8, 2014
New York

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Wise Women Event: Gracious Exit

September 18, 2014
San Francisco

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Wise Women Event: Women, Wealth and Wisdom

October 7, 2014
Minneapolis

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Richard Covey on New York – A Conversation with Richard Covey, Evercore Wealth Management

October 8, 2014
New York

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Is the U.S. Economy Better Than You Think?

October 16, 2014
Tampa

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Thoughtful Giving to your Children and Grandchildren

November 11, 2014
Minneapolis

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The Greater Good: Leveraging Philanthropy Giving through Foundation Grants

November 13, 2014
New York

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The 5th Annual CLE Event: Hot Topics in Legal Ethics

November 19, 2014
New York

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2015 Investment Outlook

January 14, 2015
Minneapolis

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The 5th Annual CLE Event: “Hot Topics in Legal Ethics with Anthony E. Davis, Esq.”

January 20, 2015
San Francisco, California

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Investing at Higher Altitudes

January 22, 2015
New York

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Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio

February 4, 2015
Tampa

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Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio

February 5, 2015
Naples, Florida

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Wise Investing: Making Sense of the Municipal Bond Market

February 25, 2015
San Francisco

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Women, Wealth and Wisdom: Securing Your Financial Future

March 3, 2015
Minneapolis, MN

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Investing for Lifetime & Legacy Goals

March 5, 2015
Tampa

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Navigating the Coming Fiscal Crisis in American Healthcare

March 9, 2015
New York

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Changing Demographics and the Investment Implications: A Conversation with Richard Hokenson

April 21, 2015
Tampa

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Maximizing Impact Through Focused Philanthropy

May 5, 2015
Minneapolis, MN

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Perspectives On China

June 4, 2015
San Francisco

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Engaged at Every Age

June 24, 2015
New York

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Hedging on Better Terms

September 8, 2015
New York

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Women, Wealth and Wisdom

October 6, 2015
Minneapolis

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Investing in Interesting Times

October 19, 2015
New York

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California’s Boom Times: Are Structural Reforms Possible Before Our Next Rainy Day?

October 20, 2015
Menlo Park

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California’s Boom Times: Are Structural Reforms Possible Before Our Next Rainy Day?

October 21, 2015
San Francisco

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Investing in Interesting Times

November 3, 2015
St. Petersburg

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Women, Wealth & Wisdom

November 4, 2015
Sarasota

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Looking Ahead

November 11, 2015
Minneapolis

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What You Don’t Know About Healthcare Coverage Can Hurt You

November 12, 2015
New York

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The 6th Annual CLE Event – Doing Right & Doing Good: Moral Dilemmas in the Practice of Law

November 17, 2015
New York

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Fighting Back: Cybersecurity for You, Your Family & Your Firm

December 1, 2015
New York

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The Sixth Annual Ethics CLE Event – Doing Right & Doing Good: Moral Dilemmas in the Practice of Law

January 12, 2016
San Francisco

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Investment Outlook: Lift Off at the Fed, Turbulence Expected

January 20, 2016
New York

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Accelerating Change: Investing in an Age of Technological Disruption

January 25, 2016
San Francisco

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Investment Outlook: Lift Off at the Fed, Turbulence Expected

January 25, 2016
Sarasota

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Connecticut at a Crossroads: the Outlook for State Bonds

February 2, 2016
Avon

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Changing Demographics and the Investment Implications: A Conversation with Richard Hokenson

March 10, 2016
San Francisco

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Taking Your Seat – on a Corporate Board

March 23, 2016
San Francisco

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Shaping America’s Future: What’s Really at Stake in this Election

April 5, 2016
Sarasota

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Engaged at Every Age: an Evening with Gloria Steinem

April 11, 2016
New York

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Connecticut at a Crossroads: the Outlook for State Bonds

April 27, 2016
Greenwich

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Data Breaches, Identity Thefts, Hacks & Scams – Are You Prepared?

May 3, 2016
Minneapolis

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David Golub: The Case for Middle Market Lending

May 17, 2016
New York

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Taking Your Seat – on a Corporate Board

May 24, 2016
San Francisco

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The World We Create: A Conversation About Climate Change with Frances Beinecke

June 15, 2016
New York

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Crunch Time at the California Ballot Box

September 19, 2016
San Francisco

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Shaping the Financial Conversation with Your Family

September 20, 2016
New York, NY

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Evercore Wealth Management – Minneapolis: Five-Year Anniversary Celebration

October 4, 2016
Minneapolis

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Is It Time to Review Your Estate Planning Documents?

October 4, 2016
San Francisco, CA

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The Election and Beyond: The Economic and Political Outlook with Roger Altman

October 5, 2016
New York, NY

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Shaping the Financial Conversation with Your Family

November 1, 2016
Sarasota, Fl

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Charitable Giving: Supporting Your Children’s Philanthropic Journey

November 1, 2016
Minneapolis

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The 7th Annual CLE Event – Confronting Cyber Risks

November 15, 2016
New York, NY

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Toasting the Holidays: A Mother/Daughter and Daughter-in-Law Champagne Tasting

December 19, 2016
New York, NY

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The New Abnormal: The U.S. Investment Outlook in a New Administration

January 10, 2017
New York, NY

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The New Abnormal: The U.S. Investment Outlook in a New Administration

January 18, 2017
Sarasota, Fl

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The New Abnormal: The U.S. Investment Outlook in a New Administration

January 19, 2017
St. Petersburg, FL

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The 7th Annual CLE Event – Confronting Cyber Risks

January 23, 2017
San Francisco, CA

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2017 Investment Outlook: Does the Market Really Have Predictive Value

January 31, 2017
Minneapolis, MN

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Navigating a Woman’s Financial Life

February 2, 2017
Sarasota, FL

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Trouble in the Bond Markets? Muni Investors Weigh Policy, Inflation & Rates in the Trump Administration

February 8, 2017
New York, NY

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Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio

February 22, 2017
New York, NY

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Thriving Amid Disruption: an Evening with Andrew Zolli

March 8, 2017
New York, NY

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Thriving Amid Disruption: an Evening with Andrew Zolli

March 13, 2017
Tampa, FL

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Trouble in the Bond Markets? Muni Investors Weigh Policy, Inflation & Rates in the Trump Administration

March 22, 2017
Minneapolis, MN

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Trouble in the Bond Markets? Muni Investors Weigh Policy, Inflation & Rates in the Trump Administration

March 23, 2017
San Francisco, CA

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Trouble in the Bond Markets? Muni Investors Weigh Policy, Inflation & Rates in the Trump Administration

May 2, 2017
Greenwich, CT

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Thriving Amid Disruption: an Evening with Andrew Zolli

May 9, 2017
Minneapolis, MN

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The Mind, Body & Brain Connection and the Impact on Longevity

May 15, 2017
New York, NY

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Wise Investing: How to Build a Realistic, Tax-Efficient & Sustainable Portfolio

June 12, 2017
New York, NY

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Better Together: Active & Passive Investing

June 22, 2017
New York, NY

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Confronting the Emotional, Physical, and Financial Cost of Alzheimer’s

September 25, 2017
New York

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The State of New Jersey: The Outlook for Municipal Bonds

October 4, 2017
Morristown, NJ

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The M-Word: Talking About Money

October 11, 2017
New York, NY

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The 100-Year Life: Healthspan vs. Lifespan: A Discussion on Aging Well with Dr. Brian Kennedy

November 2, 2017
San Francisco, CA

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Better Together: Active & Passive Investing

November 7, 2017
Minneapolis, MN

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8th Annual Evercore Wealth Management CLE Event: Survival of the Fittest: Will Law Firms Evolve to Meet the Challenges of Artificial Intelligence?

November 9, 2017
New York, NY

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Staying in the Game at Every Age: A Discussion with Leading Medical Experts at Hospital for Special Surgery

November 13, 2017
New York, NY

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