BBR Partners, a bicoastal multi-family office based in New York City and San Francisco, held an event for its West Coast clients, followed by a cocktail reception. BBR hosted Patrick Geddes, the Chief Investment Officer and a Partner of Aperio Group.

“We feel privileged to be able to partner with such a highly accomplished set of clients who enjoy coming together to share ideas. Today, we were pleased to be joined by Patrick, who shared his insights on behavioral finance and the benefits of passive investing in efficient markets, a topic especially relevant and interesting to our client community,” said Stephanie Gromek, Partner and Head of Portfolio and Wealth Advisory at BBR.

The manager presentation was followed by a discussion led by Brett Barth and Todd Whitenack, Partners and Heads of the Investment Management Team, on the current state of the global markets and the ways in which BBR optimizes client portfolios in the evolving market environment. The event concluded with a cocktail reception where clients and advisors connected, shared ideas and discussed the evening’s presentations.

BBR Partners, a pioneer in the wealth management industry known for its high level of client service and insightful manager selection, is celebrating its 10th anniversary this year. The New York-based multi-family office is hosting an investment and wealth management forum for its many Kentucky clients and close friends on November 19th at 21c Museum Hotel. A number of BBR’s founding families are Kentuckians involved in the state’s major industries and civic endeavors. “Our clients in Kentucky have made a significant impact on BBR over the last 10 years, and it is a privilege to be to come back to my hometown and thank these families personally for their trust and loyalty,” says co-founder Evan Roth.

The event will kick off with a client-only round table led by Gregory Rogers, founder of RayLign Advisory, focusing on the unique dynamics of and challenges faced by wealthy families. This will be followed by a discussion led by Brett Barth, one of Roth’s co-founders and head of the Investment Management team. Dr. Nat Irvin, II, the W.M. Strickler Executive-in-Residence and a professor of management at the University of Louisville, will end the day as the keynote speaker. Dr. Irvin is an author, innovator, futurist, teacher and commentator who is involved in examining social trends and their impact on communities. The day will conclude with a cocktail reception to celebrate BBR’s 10 years of dedication and exceptional service to wealthy families.

BBR was founded in February 2000 by three-ex Goldman Sachs executives, Brett Barth, Arthur Black and Evan Roth, in order to better serve high net worth families by providing independent investment advice. “In 2000, the idea of providing independent, holistic and sophisticated investment services to families was a novel concept, but clients recognized the benefits of this model,” says Barth. Over the course of 10 years, the firm has grown to 55 employees managing over $5 billion for 70 families. All of BBR’s founders are active at the firm, managing client relationships and overseeing managers. “While BBR has grown significantly over the last decade, we are extremely selective about new client engagements in order to maintain thoughtful, disciplined growth. We pride ourselves on the continuity of exceptional service and long-lasting relationships with clients,” explains Roth.

BBR Partners, a pioneer in the wealth management industry known for its high level of client service and insightful manager selection, is celebrating its 10th anniversary this year. The New York-based multi-family office is holding an investment and wealth management forum for its clients on May 6th at the Yale Club. This day long-event will feature speakers David Gergen, Former White House Adviser to Presidents Nixon, Ford, Reagan and Clinton and Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, as well as a panel of eminent private equity and hedge fund managers and a client panel in which distinguished clients will share their individual experiences, influences and impacts. A firm comprised of 50% women and servicing a noteworthy group of female clients, BBR will also host a women’s event, with speaker Deborah Brooks, Co-Founder of the Michael J Fox Foundation. The celebration will continue with a reception at the W Hotel.

BBR was founded in February 2000 by three ex Goldman Sachs executives, Brett Barth, Arthur Black and Evan Roth, with founding Principals, Michael Anson and Todd Whitenack, in order to better serve high net worth families by providing independent investment advice. “In 2000, the idea of providing independent, holistic and sophisticated investment services to families was a novel concept, but clients recognized the benefits of this model,” says Brett Barth, co-founding Partner. Over the course of 10 years, the firm has grown to 60 employees managing over $4.4 billion for 67 families.

All five of BBR’s founding Principals are active at the firm, managing client relationships and overseeing managers. “While BBR has grown significantly over the last decade, we are extremely selective about new client engagements in order to maintain thoughtful, disciplined growth. There has been no turnover among our Partners or Principals in BBR’s history. We pride ourselves on the continuity of exceptional service and long-lasting relationships with clients” explains co-founding Partner, Evan Roth.

BBR Partners, a New York-based multi-family office founded in 2000, has invited Brian Weinstein, a Managing Director of BlackRock, to lead a discussion on the outlook for inflation and the potential impact on various asset classes, an event exclusively available for BBR’s clients. Mr. Weinstein is also the co-head of the Global/Non-Dollar Portfolio Team within BlackRock’s Fixed Income Portfolio Management Group, as well as the manager of the BlackRock Inflation Protected Bond Portfolio.

Clients of BBR Partners are invited to submit questions both prior to and during Thursday’s conference 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, 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, 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, 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.

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.