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Live Case Study: Leadership in Wealth Management and Family Entrepreneurship
Start Date: 10/15/2018Start Time: 2:00 PM
End Date: 10/15/2018End Time: 3:30 PM

Event Description:
Live Case Study: Leadership in Wealth Management and Family Entrepreneurship 

THIS EVENT IS NOW SOLD OUT! To add your name to the waiting list please complete the registration form and you will be notified if space becomes available. 

Celebrate Women Entrepreneurship Week! October 15 - 20, 2019

Get a unique insider look into the world of women’s leadership in the top echelons of the finance world and the challenges of Latin American and US families with large businesses. Maria Elena (Mel) Lagomasino and Santiago Ulloa are Managing Partners at WE Family Offices, a global family office guiding ultra high net worth families to manage their wealth as a successful business enterprise. Participate in a Live Case Study Challenge around a pivot point in Ms Lagomasino’s career. What would you do?

About Maria Elena (Mel) Lagomasino

Prior to joining WE Family Offices as CEO and Managing Director, Ms Lagomasino was the Chairman and CEO of JP Morgan Private Bank, which manages $300 billion in assets. She serves on the boards of The Walt Disney Company, The Coca-Cola Company, and the Americas Society. Ms Lagomasino has been named one of the 50 most influential women in Wealth Management, to the Directorship 100 by the National Association of Corporate Directors, one of the Top 25 Women in Finance and Woman of the Year by Hispanic Business Magazine. She is also a member of the Council on Foreign Relations.

About Santiago Ulloa 

Mr. Ulloa is the Founder and Managing Director of WE Family Offices. He is a frequent guest speaker on CNN Espanol and he is a regular contributor to financial magazines such as Dinero, America Economia, Semana Economica, Poder, and other business publications. He has been named one of the Top 20 Independent Financial Advisors in the United States and one of the 25 Most Influential Hispanics in the United States.


Co-hosted by the Babson Institute of Family Entrepreneurship, the Center for Women's Entrepreneurial Leadership and The Stephen D. Cutler Center for Investments and Finance

Date and Time: 
Monday, October 15, 2018
2 - 3:30 p.m.

Location:
Glavin Chapel
Babson College
Wellesley, MA 02482

Add your name to the waiting list by clicking the button at the top!

Contact Information:
Name: Valerie Paquette
Phone: 781-239-4522
Email: vpaquette@babson.edu

Babson College is pleased to pass along information regarding alumni volunteer activities and events that may be of interest to you.  The College does not directly control these activities and events, and assumes no responsibility for any related damage, injury, or loss. This event is being photographed for display, distribution, and broadcast, including on television and the world wide web. By attending or participating in this event, you are giving your consent to be photographed and waiving any and all claims regarding the use of the image.

Location Information:
Babson Campus - Glavin Family Chapel
Contact Information:
Name: Valerie Paquette
Phone: 7812394522
Email: vpaquette@babson.edu
Event Sponsor:
Babson Institute of Family Entrepreneurship
Center for Women's Entrepreneurial Leadership
Stephen D. Cutler Center for Investments and Finance

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