BBR Partners Holds Teleconference for Clients on Current State of Financial Sector

BBR Partners, a New York-based multi-family office, is hosting a teleconference for its clients and select professionals on Thursday, April 30, 2009. Two managers with significant experience in the financial sector will lead a discussion on the current state of the financial crisis, as well as the opportunities it is presenting. The conversation will feature Howard Newman, President and CEO of Pine Brook Road Partners, a private equity firm, and Robert Pohly, Managing Member and Portfolio Manager of Samlyn Capital, an equity long/short firm.

Clients of BBR Partners were invited to call in to listen to the discussion and will be able to submit questions for Mr. Newman and Mr. Pohly both prior to and during the presentation. BBR holds several events each year, from teleconferences to symposiums and manager discussions, which are offered exclusively to the firm’s clients.

 

BBR Partners Hosts Teleconference on Firm’s Due Diligence Process

BBR Partners, the New York-based multi-family office founded in 2000, is holding an investment-focused teleconference for its clients on Wednesday. Brett Barth, co-Founder and Director of Investment Management, will lead callers through the firm’s manager due diligence and oversight process, a topic especially relevant to BBR’s high-net-worth clients after the crisis in the financial market.

Mr. Barth will also provide an overview of events in the markets in 2008, along with the firm’s investment policy and approach to asset allocation. The firm’s clients are also invited to submit questions both prior to and during the call. BBR holds several events each year, from teleconferences to symposiums and manager discussions, which are additional offerings only available to the firm’s clients.

BBR Partners Holds Teleconference on Upcoming Elections and Political Landscape

BBR Partners, a New York-based multi-family office, is hosting a presentation and teleconference at its midtown office. The presentation, which is an additional offering only available to its clients and select other professionals, will feature Greg Valliere, the Senior Vice President, Chief Strategist and Co-Founder of Stanford Group Company’s Policy Research. Stanford Group provides political, economic and industry research for institutional investors.

BBR has timed the teleconference as President-elect Barack Obama prepares to take office, as Mr. Valliere will discuss the potential implications for high-net-worth individuals, the geopolitical and economic environment and the prospects for tax legislation in 2009. BBR Partners holds several client events each year, from teleconferences to symposiums and manager discussions.

Former Goldman Sachs, GAM Executives Start New Company

Three former Goldman Sachs & Co. and Global Asset Management senior executives have formed a new high-net-worth investment advisory firm in New York City, called BBR Partners. The firm provides investment services to high-net-worth families.

In business less than a month, BBR Partners is already responsible for approximately $400 million in assets. BBR acts as a family’s chief financial officer: investing in public and private partnerships; advising on complex financial circumstances such as low-basis, restricted or illiquid stock; incorporating and supervising existing advisors; and providing consolidated account services.

Partners Brett Barth, Arthur Black and Evan Roth were all former executives at Goldman Sachs and graduates of the University of Pennsylvania Wharton School of Business. Before starting BBR Partners, Barth was a vice president in Goldman Sachs’ Equities Division, having worked in Investment Banking and Equity Capital Markets for the last seven years. Black was in Goldman Sachs’ Investment Management division where he and his partners oversaw client assets of $10 billion. Roth was the director of private accounts at Global Asset Management. Before joining GAM to lead its U.S. high-net-worth effort, he was the national liaison between Goldman Sachs’ Asset Management and Private Client Services divisions. Also on the BBR Partners board are Mary Lehman MacLachlan, former head of Bankers Trust’s Domestic Private Bank and of US Trust’s Financial Counseling division, and Steven Ratoff, current Chief Financial Officer of Brown-Forman and the former Chief Financial Officer of the Pharmaceutical Group of Bristol-Myers Squibb.