BOSTON--(BUSINESS WIRE)--TFC Financial, an independent, fee-only financial advisory firm, is honored to announce that Chief Investment Officer Daniel S. Kern has been selected to present at the Horasis Global Meeting on Tuesday, June 8.
Mr. Kern will speak on “Rethinking Global Investment Strategies,” including new post-COVID opportunities for investment and long-term growth and the best asset classes to hold, as chair of a panel that also includes:
- Mathias Ernst, Founder and Chief Executive Officer, Essentia Futura International of Portugal
- Fiona Frick, Chief Executive Officer, Unigestion, Switzerland
- Yufang Guo, Founder and Chairman, Jomec Investment, the Netherlands
- Dimosthenis Manginas, Managing Director, Manginas & Associates, Greece
- And James Rulli, Co-Founder and Managing Member, Astrum LLC (New York) and Director of International Investments for Old City Investment Partners (London)
Horasis, a global visions community dedicated to inspiring our future, hosts annual economic summits, including in pre-COVID-19 years the flagship Horasis Global Meeting in Cascais, Portugal, to advance interdisciplinary solutions to the most critical global challenges facing corporations today.
Under the theme “Fostering Shared Humanity,” the Horasis community of more than 1,000 selected world leaders (including several heads of governments and key ministers) will gather online June 8 for an unparalleled experience devising novel ideas to navigate through our developments in the post-COVID future. Delegates will discuss how to be entrepreneurial and at the same time proactive in advancing sustainable development in the interest of the global public good. Among the hundreds of participants are CEOs of the world’s most respected corporations, key leaders from emerging markets, and public figures including heads of government.
TFC Financial President and CEO Renée Kwok said: “Dan’s deep understanding of the global economy and international markets plays a critical role in how our firm charts investment strategy for our clients. Along with all Dan’s TFC colleagues, I’m proud and excited to see Dan invited to return this year to present at Horasis’s prestigious Global Meeting.”
Mr. Kern said: “I’m honored to be joining what will be my fifth Horasis conference and for the opportunity to hear from and be in conversation with many of the world’s most influential economic, business, and governmental leaders. Every Horasis session I’ve had the opportunity to participate in has given me significant new insights into the workings of the global economy and major geopolitical issues, as well as actionable intelligence for shaping long-term investment portfolio strategy for TFC clients.”
Horasis is a global visions community committed to inspiring our future. In the 15 years of its existence Horasis’ summits have become some of the most influential high-level global gatherings which every year bring together governments, international organizations, and the business community to offer solutions to global challenges. In addition to the Horasis Global Meeting, Horasis hosts summits with a focus on China, India, and South East Asia, as well as the Horasis Extraordinary Meeting.
About TFC Financial
Founded in 1980, based in Boston, and majority-owned by our employees, TFC Financial operates as a wholly independent, fee-only financial advisory and investment management firm with revenues derived solely from the fees we charge for the services we provide. With more than $1.3B in client assets under management today, TFC, as a fiduciary, serves high-net-worth clients and multigenerational families, trustees, and non-profit organizations with a minimum of $2M of liquid investable assets. The firm provides comprehensive and strategic financial planning in addition to asset management services.