The Importance of Private Capital

Date: Thursday, January 24, 2013
Time: 5:15 PM - 7:30 PM
Location: The Duquesne Club, 325 6th Ave., Pittsburgh, PA 15222
Speaker: Gregory Curtis, Chairman and Managing Director, Greycourt & Co., Inc.

5:15 P.M. Cash Bar   |   6:00 P.M. Dinner

Please join us for our Annual Dinner at The Duquesne Club on January 24th when we will welcome guest speaker Gregory Curtis, Chairman and Managing Director, Greycourt & Co., Inc.

Advisors who deal with wealthy individuals should understand the crucial role private capital has played – and continues to play – in the extraordinary success of the American political experiment. Curtis will describe the unusual nature of America’s relationship with wealth and will demonstrate in some detail how the deployment of private capital has worked to power America’s dominance over other nations that seem quite similar. An understanding of and respect for the importance of private capital can help advisors improve their relationships with, and the effectiveness of their advice to, affluent families.

Greycourt & Co., Inc., is an open-architecture wealth advisory firm serving substantial families and select endowments on a global basis. Prior to founding Greycourt, Greg served for many years as president of a family office for a branch of the Mellon family and as president of the Laurel Foundation. Greg is the author of Creative Capital (2004) and The Stewardship of Wealth (2012), and he is also the author of numerous white papers on a variety of investment topics. Greg writes a blog for The Alliance Report.

Over the years Greg has served on many investment committees for family and institutional investors. He currently serves on the investment committees for Carnegie Mellon University, The Pittsburgh Foundation, St. John’s College, United Educators Insurance Co., and Winchester Thurston School, among others. Greg currently chairs the board of directors of The Pittsburgh Foundation (the community foundation for the Pittsburgh region); is a member of the board of directors of United Educators Insurance Co.; is a past chair of the board of St. John’s College (Annapolis and Santa Fe) and past chair of the board of The Investment Fund for Foundations; and he has chaired or served on the boards of many other investment, educational, and cultural organizations.

In addition to founding Greycourt and co-founding The Investment Fund for Foundations, Greg is the founder and CEO of Moneybags LLC, the developer of the Moneybags© financial app.

Greg holds a BA degree from Dartmouth College, a JD degree from Harvard Law School, and he is a graduate of The Endowment Institute at Harvard Business School. He also holds an honorary BA degree from St. John’s College.

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