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Upcoming Speaking Engagements
Marriott River Center, San Antonio, TX
Topic: Group Discussion: The Family Office – How advisors can better serve their family office clients
InterContinental, Miami, FL, Moderator:”Characteristics of Latin America’s Rich”
Paris, France
Will teach a four-day course to European private bankers in Paris, France on client relationship management using GRAYMATTER STRATEGIES LLC proprietary material.
View PDF Course Brochure: Maximising
High Net Worth Client
Relationships »
Paris, France
Will teach a four-day course to European private bankers in Paris, France on client relationship management using GRAYMATTER STRATEGIES LLC proprietary material.
View PDF Course Brochure: Maximising
High Net Worth Client
Relationships »
Previous Speaking Engagements »
Comments & Rankings
“Lisa's charm is that she mixes very insightful comments with right-on-point actual examples which help listeners see both theory and practice simultaneously.”
Jean L.P. Brunel, CFA, Editor of The Journal of Wealth Management, Trustee of the Research Foundation of the CFA Institute, and author of Integrated Wealth Management: The New Direction for Portfolio Managers, Second Edition.
“graymatter changes the shape of the box to think outside of.”
Colleague at a management firm
Evaluation of graymatter’s presentation at the CFA Society of Washington, DC, 5 June 2007:
With 5 as the highest, the meeting where Lisa Gray spoke received an average ranking of 4.6 including location, value, and program with a speaker ranking of 4.8
Evaluation of graymatter’s presentation at the Private Wealth Management Conference, Raffles City Convention Centre, Singapore:
78% of respondents found Lisa’s presentation very useful and 67% rated her speech as excellent / very good; around 50% claimed Lisa’s was one of the topics of interests that attracted their subscription to the Private Wealth Conference, Singapore June 2006.
“Lisa’s segment is important…” “Lisa’s presentation on The Family Office is good…”
Lee Kha Loon, Head Asia Pacific CFA Centre for Financial Market Integrity
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22 - 25 January 2008: Private Banking Course - Maximising High Net Worth Client Relationships