Meeting is at the St. Pete Marriott Clearwater
“If you don’t get core principles right, nothing else matters. Conversely, if you do get them right, everything else falls into place.”
What can we learn from four years of economic malaise and market volatility? As the leader of a major full-service wealth management firm and former chairman of the Securities Industry and Financial Markets Association, John Taft is uniquely qualified to offer an insider’s perspective on the 2008-2009 crisis. In this session, “Stewardship: Lessons Learned from the Lost Culture of Wall Street,” Taft explores the stewardship failure of certain Wall Street firms that caused one of the most difficult periods in our financial lives.
He is also the great-grandson of U.S. President William Taft and grandson of U.S. Congressman and Republican Party leader Robert Taft. Through his family legacy of public service, Taft has an equally unique point-of-view on the critical role that staying true to core principles—like integrity and trust—can play in investor confidence, healthy functioning of markets and economic growth.
5:30 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes
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