Teleconference Details:
April 27, 2020, at 4:00 PM EST
Call-in Number: 267-930-4000 PinCode: 807 071 #
Continuing with the Teleconference of Hope Theme:
Dr. Salvatore will be speaking about how you can use this time to “reset” your health and recharge your body by looking at health in a holistic way.
Among the topics we will cover:
- How COVID-19 is accelerating future trends in healthcare
- How to stay healthy during COVID-19 and in the years to come
- Reset 2020 – a time for change
- Immunity enhancement for all – 2020 and beyond
- How to age young
This teleconference is sponsored by Capital Grille Restaurant
Our Speakers:
Dr. Frank Salvatore: Skylands Urology
Dr. Salvatore graduated magna cum laude from St. Lawrence University in Canton, NY, and then received his medical degree from Georgetown University School of Medicine in Washington, DC. He then completed his residency in urology at the Tulane University School of Medicine in New Orleans, Louisiana.
In 1996 he founded Skylands Urology Group, PA, and was a founding board member of the Specialty Surgery Center in Sparta, NJ. Dr. Salvatore is a member of multiple professional societies and is a fellow of the American College of Surgeons. He also has multiple publications regarding nephrolithiasis.
Andrew Elder: President & CEO, The Elder Group, LLC
For 20 years Mr. Elder has helped countless companies and their CEO’s succeed. “Developing the Elder Group was clearly a “niche” business idea”.
Throughout his travels across the country, Andy heard the same story over and over again. “All my CEO colleagues and friends were telling me they were too busy running their companies, it kept them from being in the new business development arenas which they all missed”. It’s how most of them started their businesses”. “So, I thought, why not put a company together that introduces CEO’s to other CEO’s where there is a natural fit”?
Henceforth, the Elder Group was born. Today The Elder Group has company access to many hundreds of CEO’s from all around the globe. Totaling in the hundreds of billions of dollars in company earnings. Andy subscribes to two simple rules”. “Keep it simple” and The Elder Group never works with people they don’t care for”! What’s the point?
Greetings to all our Colleagues, Friends and Clients and our Teleconference guests:
I am pleased to announce that Dr. Frank Salvatore will be speaking on April 27th at 4:00 PM EST regarding Mind, Body, Spirit and Soul, and Holistic Faith-Based Medicine.
Frank is a board-certified urologist and someone who has been studying the above topics for over twenty years. He is a magnificent platform that I think can enhance everyone’s immune system, their spirituality and their health moving forward in this incredibly challenging time. We look forward to presenting these topics and encourage all of you to listen in.
My very best to you, never give up, and always remember, have courage in your faith.
All the best, Andy Elder, President & CEO
Teleconference Call Details: April 20, 2020, at 1:00 PM EST
Dial-In Number: 267-930-4000 Pin Code: 807-071
Our Teleconference is about “Navigating The New Financial, Psychological, and Data Landscapes Created by Covid-19”
We will be discussing:
- Focusing on how a trusted advisor can most effectively navigate clients through a financial crisis.
- How best to protect clients wealth and ability to sustain their financial lives through challenging landscape
- A review of some common reactions to the crisis
- Tips on how to build resilience and address distorted thinking
- How you can reframe and refocus
- and more…
Call for Questions:
If you would like to submit a question to the panel, please do so by Monday, 4/20 at 10:00 AM EST. Send questions to Kathy as soon as possible so that we may distribute it to the panelists.
Our speakers will consist of the following:
John Levy
John Levy is the President of CCA, leading the firm in ensuring that clients receive optimal value from our partnership. John works with clients and HR leaders to identify and analyze workforce challenges at both the individual and organizational levels. John uses CCA’s expertise and our strategic alliances with outside experts to marshals the appropriate resources to resolve these issues. Based on our understanding of client needs and today’s HR environment, John also leads the CCA team in developing innovative new products to target the challenges facing our clients.
John works with a wide range of clients from media to public sector. His clients include WPP, Time Warner, the City of New York, and the Unified Court System of New York State. This broad scope of experience gives him insight into a multitude of workforce challenges.
John is an attorney with expertise in employment law and risk mitigation. He works with CCA’s risk mitigation team to assess and reduce clients’ risk with respect to employee claims of discrimination or harassment, and violence in the workplace.
Prior to joining CCA in 2006, John worked as an attorney for Sullivan & Cromwell LLP on a variety of employment law cases. He also worked in the Civil Rights Clinic at New York University’s School of Law on hostile work environment and employment discrimination cases.
John received his J.D. from New York University School of Law and his B.A. from Wesleyan University.
Len Moscatelli
Len Moscatelli is a Private Banking Team Leader, who also serves as a trusted advisor for HNW and ultra HNW clients. Len manages the Midtown and Downtown Banking Teams, while delivering products and solutions to wealthy individuals and families. Len has 32 years of banking and leadership experience, including domestic and international assignments. Before joining CNB, Len was an International Officer domiciled in Hong Kong managing the international business of the NY Region for HSBC, with 135 district Managers reporting to him. After returning to the US, Len was a managing director at FRB, where he played a key role in establishing their brand in NYC and building a portfolio of ultra-high-networth clients. Len earned a bachelor’s degree in Economics from NYU, and attended the Lubin School of Business for his MBA in Finance. Len is also a securities and insurance licensed CFP, as well as a certified self-defense instructor. For more information about City National Securities, Inc. and this financial adviser, please see FINRA BrokerCheck at: http:// brokercheck.finra.org/.
Jay Sandys
Jay Sandys has 25 years of counseling, consulting, and coaching experience advising senior leaders on matters related to interpersonal and organizational challenges. Jay consults with organizational leaders and human resources professionals, and has provided executive coaching services to executives in diverse organizations including hospitals, social service agencies, utilities, manufacturing companies, media companies, financial services organizations, cultural institutions, and legal firms. Notably, Jay counsels all levels of employees and has mediated complex interdepartmental conflicts. Jay also designs enterprise-wide training and development programs to educate management on various matters related to human dynamics, mental health and substance abuse, organization development and organizational wellness.
Jay draws on his extensive management, coaching, and clinical expertise to engage with clients and enable sustained personal and professional development. Using a straightforward, engaging and supportive style, Jay helps coaching clients to identify strengths and areas that may need further development. He assists with designing comprehensive action plans, and motivating clients towards goal attainment. Jay is also an expert at identifying and navigating common organizational pitfalls.
Jay has extensive clinical, consulting, and management experience, serving as Clinical Director, Vice President of Operations, and Vice President of Organizational Development for CCA, a mid-sized human capital consulting firm. Jay also maintains a part-time psychotherapy private practice. Jay is author of The Evolution of Employee Assistance Programs in the United States: A 20-Year Retrospective from 26 EAP Vendors in EASNA Research Notes, and co-author on The U.S. Domestic Use of Employee Assistance Support Services: An Analysis of Ten Years of Calls in the Journal of Workplace Behavioral Health, and has presented his work at the Association for Psychological Science.
Jay received his Ph.D. in Clinical Social Work from New York University, his MSW from Tulane University, and a certificate in Executive Coaching from ICoach at Zicklin Business School of Baruch College. Jay is licensed as an LCSW in New York and New Jersey.
Howard Gerver
Howard Gerver is a consultant at CCA. He describes himself as a human “capital analytics data geek,” who has helped hundreds of employers “financially fix HR things with data” since 1983. Through his proprietary forensic approach, Howard’s work has saved employers and health plans hundreds of millions of dollars.
Howard specializes in benefit plans with an emphasis in performance reviews and analytics. To help identify hidden savings Mr. Gerver blends census, enrollment, COBRA, disability, time & attendance, medical claims, prescription drug claims, wellness, tools, and workers’ compensation data.
Plans of all sizes, geographies, and industries routinely benefit from his work. Some of his clients include: BMW, Commonwealth of Pennsylvania, EmblemHealth, MetLife, NYU Hospital, ShopRite, Staples, State of Iowa, Viacom, and Zurich NA.
Prior to starting his data-driven journey, Mr. Gerver worked for 18 years within the Benefits, HR, and Payroll space for PriceWaterhouseCoopers, Computer Sciences Corporation and Mercer.
Conference Call Details:
Our Teleconference of Hope will be held on April 6th at 1:00 pm EST The conference line is 267-930-4000 and the participant Pin-code is 807-071. Some of the topics we will be discussing are:
- Economic and Market Updates
- Potential set up for undervalued assets to consider post COVID-19
- Portfolio Re-allocation recommendations post sell off
- The future of the office workplace
- How working remotely affects business operations
- An investment in your health is an investment in your financial future
- How the pandemic will impact the health, financial, real estate, design, and construction industries
- What might some of the projected workplace trends look like and how physical office spaces will likely change in the future
We welcome your questions ahead of the call, please email them to Kathy@eldergroupusa.com by Monday at 10 A.M.
Questions should be geared or positioned about the future of health, finance, design, and construction; how the design in the workplace will change; what the changing footprint of commercial and residential real estate will look in the future.
As a reminder, this call will be recorded with audio and transcript available later.
Talk to you soon!
Our Teleconference of Hope will be held on April 6th at 1:00 pm EST The conference line is 267-930-4000 and the participant Pin-code is 807-071. The call will last about an hour.
Our speakers will consist of the following:
Barry B. LePatner, Founder
Barry B. LePatner is the founder of the New York City-based law firm LePatner & Associates, LLP and LePatner Project Solutions LLC. For over four decades, he has been a prominent thought leader on business and legal issues affecting the real estate, design, and construction industries. He is recognized as one of the nation’s leading advisors to corporate and institutional clients, real estate owners, and design professionals. Mr. LePatner has also been awarded the distinction of Super Lawyer by Super Lawyers magazine. He has been ranked as one of the top ten real estate attorneys in New York City by the New York Observer.
Elliott Wislar, Chief Executive Officer
Elliott W Wislar is the CEO and founder of Clearbrook, a diversified asset management company headquartered in New York with offices in the U.S. and Asia. Clearbrook develops customized investment solutions for institutions, family offices and high net worth individuals.
Prior to Clearbrook, Elliott held senior executive positions in marketing and distribution with UBS, FleetBoston, United Jersey Bank and The Boston Company, a division of Mellon Bank. At UBS, Elliott ran two of the PRIME Consulting Offices serving Endowments, Foundations, Corporations, and Family Offices. While at Fleet, Elliott was responsible for growing the Institutional Asset Management businesses for more than a decade. He oversaw the sales, marketing, and business development areas focused on endowment, foundations, and retirement plan assets. He assisted in the integration of the Columbia and Liberty Asset Management acquisitions, as well as a host of smaller bank acquisitions. At The Boston Company, Elliott worked with major corporate and governmental clients assisting them in developing balance sheet investment programs.
Elliott’s family immigrated to the U.S. in the 1660s and settled in Princeton, New Jersey where the family still lives today. An avid sailor and ocean racer, Elliott has served on numerous boards and charities, which include President of the Board for the Newgrange School of Princeton and Head of the Investment Committee and Board member for the Sacred Heart School of Princeton. Elliott received his BA in Political Science from the University of Arizona and received his MBA in International Management from Thunderbird School of Global Management and has completed Advanced Management studies at the Kellogg School of Management.
Timothy C. Ng – Chief Investment Officer
Tim joined the firm in 2010 and is the Chief Investment Officer at Clearbrook, as well as Head of the Clearbrook Investment Committee. Within this role, Tim is involved in global macro and manager research, portfolio analysis and risk management.
Prior to Clearbrook, Tim was President and Chief Investment Officer of Structured Investments Group, LLC. Tim began his career in 1982 and has served as an alternative investment and hedge fund advisor in numerous capacities. He was a Managing Partner with Access International Advisors and has held the title of Senior Vice President in varying roles at Prudential Securities, Smith Barney, and Oppenheimer & Company.
During his career, Tim was one of the first advisors to place investor capital into hedge funds, portable alpha portfolios, structured/hedge fund linked notes, and insurance dedicated hedge fund products. Tim has had oversight of more than $5 billion of investor capital on behalf of corporations, pension funds, endowments and foundations, banks, investment advisory firms, and family offices.
He has been a holder of securities licenses Series 3, 7, 24, 63 and 65. Tim received a BA in Economics from Stony Brook University and an MBA with honors from Long Island University. Tim has 33 years of investment experience.
Dr. Frank Salvatore: Skylands Urology
Dr. Salvatore graduated magna cum laude from St. Lawrence University in Canton, NY, and then received his medical degree from Georgetown University School of Medicine in Washington, DC. He then completed his residency in urology at the Tulane University School of Medicine in New Orleans, Louisiana.
In 1996 he founded Skylands Urology Group, PA, and was a founding board member of the Specialty Surgery Center in Sparta, NJ. Dr. Salvatore is a member of multiple professional societies and is a fellow of the American College of Surgeons. He also has multiple publications regarding nephrolithiasis.
Steven Andersen; Montroy Andersen DeMarco
Born into a construction family, Steven has nurtured a love and knowledge of design throughout his life. It is this love that led him to study the art of architecture in Italy, at the American University of Rome, to receive his Bachelors of Architecture degree from the New York Institute of Technology, and ultimately to create an architectural and design firm with his long-time friend, Daniel Montroy, AIA. He has spent 29 years honing his abilities in the corporate interiors world, with a particular affinity for fragrance and cosmetics office, laboratory and showroom space. Steven harbors deep respect for all things creative and nurtures this passion in his firm – not only in sharing his love for music, art, architecture, and design with those that he works with but through his innate ability to encourage a curiosity that pushes the limits of creative thought.
Richard DeMarco; Montroy Andersen DeMarco
After studying abroad at the University of Milan and obtaining his Bachelors of Architecture Degree Magna Cum Laude from the New York Institute of Technology, Richard proceeded to earn his more than 32 years of architectural experience, spending 20 of them at SLCE Architects, where he was an Associate Principal at the time of his departure. A U.S. Green Building Council (USGBC) Member and Registered Architect in both New York and New Jersey, Richard’s great attention to detail has buttressed his passion for building and honed his specialization in the design and construction of new and altered buildings of all types. He has collaborated with many of the industry’s premier designers. In 2005, when approached by two of his NYIT friends and fellow graduates, Richard left SLCE and brought his attention to detail and his new building practice to the firm. He leads Montroy DeMarco Architecture, LLP (MDA) along with his partner, Daniel Montroy, AIA. He brings the experience of working with hundreds of Developers and Owners on infrastructure, building envelope, renovations, conversions, redevelopment, and modernizations of various types of buildings. Richard’s work continues to span the gamut of the architectural practice, elevating his firm to a full-spectrum practice.