AllianceBernstein

AllianceBernstein ranks among the largest investment managers in the world, with over $800 billion in assets under management and 54 offices in 27 countries. AB is the only global investment firm now headquartered in Tennessee. Since 1967, their business has been solely focused on research and money management, providing their diverse client base with an uncommon level of transparency, insight and accountability. And while most experienced investment managers conduct research, the independent nature of theirs—as well as the sheer breadth and scale of the effort— remains unmatched and is consistently awarded as being the best. In an industry not typically known for innovation, AB has always been a disruptive leader challenging the status quo for their clients’ benefit. Rather than marketing their services, AB spends their resources on R&D efforts that ensure their clients will be best positioned for the future.

The Private Wealth Division of AB is a firm like no other. As direct investors for clients, Bernstein’s clients receive direct access to the entire firm, including the portfolio managers and world-renowned research. With a distinct core focus on business owners and entrepreneurs, they’ve created a state-of-the-art business model that functions as a comprehensive multi-family office to guide clients through the intensified highs and lows of founders’ lives. AB aims to help clients, causes, and communities envision–and achieve–a more prosperous, meaningful future.

With over 1200 employees here in Nashville, AB is proud to provide support and resources for their clients and the community that unrivaled by others in the industry.

FORUM TOPICS

• Pre-Transaction Planning: How much do I need to live my best life after I sell my company? Which deal structure gives me the best long-term outcome? What strategies and vehicles will help me retain the most after-tax proceeds? How can I maximize what I leave to children or charity? Everything I should think about before selling and what to do after.
• Investment Outlook: Hear from the world’s largest independent financial research firm on what you need to know when making strategic decisions for your wealth
• Dislocation & Opportunity: The Markets are not complacent, so you shouldn’t be either. There are always areas of the investment universe that create opportunity for those that are looking in the right places.
• As a global thought-leader, AB is happy to customize a topic and speak specifically to something that a forum is most interested in.