Mentorship with John Taft, Baird & David Bailin, Citi Private Bank

- Online Zoom Conference

225e682f4a75a7d7e60b94f60dfaf165da4ae0a7 large
Speaker
John Taft
Vice Chairman at Robert W. Baird & Co.

John Taft is Vice Chairman of Baird and a member of the firm's Executive Committee. Prior to joining Baird, he served for more than a decade as CEO of RBC Wealth Management with nearly 2,000 financial advisors and over $280 billion in assets. He is a past chairman of the Securities Industry and Financial Markets Association (SIFMA), where he advocated for responsible financial reform. Most recently, he served in a consulting capacity for Deloitte & Touche.

John's other past roles include president and CEO of Voyageur Asset Management; president and CEO of Dougherty Summit Securities; a member of the board of directors of Segall Bryant & Hamill, The Clifton Group and Columbia Threadneedle Funds; and a managing director at Piper, Jaffray & Hopwood.

John is the author of two books, "Stewardship: Lessons Learned from the Lost Culture of Wall Street" and "A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism." He graduated magna cum laude, Phi Beta Kappa with a Bachelor of Arts degree from Yale University, and earned a master's degree in public and private management from the Yale School of Organization and Management.
As a member of the board of directors and as a volunteer, he has served a wide range of not-for-profit and public service organizations. Currently he is an active member of the Itasca Project, and serves on the boards of The Minneapolis Foundation and The Andy Warhol Foundation for the Visual Arts.

Deeply committed to community involvement, inclusion and diversity, John credits his family legacy, including his great grandfather, 27th U.S. President William Howard Taft, for instilling strong core values that shape his belief that, ultimately, business success involves improving the lives of others.

99ab4b6876294a967dd99c843c9787c13e2790c2 large
Moderator
David Bailin
Chief Investment Officer at Citi Private Bank

David Bailin is Managing Director, Chief Investment Officer for Citi Private Bank. In this capacity, David acts as a single focal point for Investment Management, Investment Research and Client Investment Practice. He ensures the best integration of our asset allocation, research and portfolio management teams and offers his perspectives on the markets.

David joined Citi in 2009 as the Global Head of Managed Investments and was promoted to Global Head of Investments in October of 2017. Since joining the Private Bank, he has attracted and retained a highly talented, diverse senior executive and investment management team. David designed the architecture of the global managed investments platform, including its Citi Investment Management unit, a leading global investment management organization, and the bank’s distinctive private equity, real estate, hedge fund and traditional investment teams. Additionally, David was responsible for operational due diligence, portfolio asset management, asset allocation modelling, and product innovation.

Citi Private Bank is known for its independent and objective advice and as a leader in global investment management. It has been recognized in the industry by: Financial Times’ The Banker and PWM Global Private Banking Awards 2018: Best Global Private Bank, Best Global Private Bank for Customer Service; Family Wealth Report Awards 2018: Best North American Private Bank, Best Alternative Asset Manager, Best Art & Private Collections, among others.

David regularly provides commentary on TV and in print on global investing, asset allocation, family office investment management and the investing trends of high net worth clients globally. He has been interviewed by CNBC, Bloomberg TV and Fox Business News and has been quoted in Barron’s, The Wall Street Journal, Financial Times and New York Times, among others.

Prior to joining Citi, David was Managing Director and Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. David has been a co founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group. He began his alternative investments career in 1992 as Managing Director of Global Asset Management, now a division of Bank Julius Baer, in New York.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School. He is married with three daughters and lives in Connecticut.

Date

at
Location

Online Zoom Conference

About

Please join YJP for another installment of our virtual Mentorship with Finance Leaders series.

We are excited to host John Taft, Vice Chairman of Baird. Prior to joining Baird's executive committee, he served for more than a decade as CEO of RBC Wealth Management with over $280bn in assets. Other past roles include president and CEO of Voyageur Asset Management, and president and CEO of Dougherty Summit Securities.

Deeply committed to community involvement, inclusion and diversity, John credits his family legacy, including his great grandfather, 27th U.S. President William Howard Taft, for instilling strong core values that shape his belief that, ultimately, business success involves improving the lives of others.

Please direct all questions regarding the event to brooke.steinman@yjpnewyork.com

This session is complimentary for our Virtual, Professional, and Young Leadership level members.

Partial Guest List

60758acc06b4f2f0fdff80114dcb17a077c40cb6 thumb
879c74d99ec4382babd4df51ab7fc8c9a8b96282 thumb
D3e4dcef45cc01d6929d54d2d345ae42be878950 thumb
59966e67bd58d3ea55c317a7e171491f8e7b24a1 thumb
6728ff065cb5e2ad9ee30dbfeef1e9891d53476e thumb
61eb0ad18edd917c772356997967bebbe812ef76 thumb
A411ab89cfcaa85641dbf7e12f4532ea8886af0c thumb
7be795296fe373fc678dfd09e52bbaafa20a95a9 thumb
E448d79a639bbc17017fa406a21ecfd57b2bf2fc thumb
Fa93fdd91d0ced044d6c9b339eea4a6d7016abdf thumb
68f837f6c91f283e8f15f8ed511b08b98b826146 thumb
2151a9866cfe740bca00be64d38d19c209cacc33 thumb
A517dfc221e931ada7e9d407c4d5f808746dece3 thumb
Users photos missing
626b8327ff299a169d9d9a6efae04be7220be4d4 thumb
17d35eb272d6b3f63088f7fe914d0a21d5a1f09c thumb
30ddb6fd6c68b4fa53d2ccffe4e978928a8ea2de thumb
Users photos missing
C3d115da19c50d6b9f04d8122e45ac62b9d5bec9 thumb
6542e6512d02686567d222692710247c670e3beb thumb
Dc91ff123e49e27c0d0398e0054f0fa23b4cf81c thumb
630c56a69263438cb995afba5fc25390b9a8b366 thumb
5a460258dc65964ca6e1cbd9d4933580315621f9 thumb
Users photos missing
9fdaea5b15e0c0e45bd32cf0b2d058ad3c16a6c4 thumb
Ecee031262336c605b7d205fa54a2dcbed202a3b thumb
00cfa65e87047ec04369ddf8dfbcb418b27d23a9 thumb
Users photos missing
Event Over
This event has concluded.