David Wolf and Debi Baydush flew to New York City on June 14 to attend two meetings. Harbor Group International New York headquarters was the first stop – a chance to meet with Vice Chairman Saul Lubetski on his home turf. Harbor had conducted their firmwide semi-annual asset and manager review that day, so Saul shared detailed information on all of the properties in the BSW portfolio as well as their updated economic outlook. This up-to-the-minute data and the subsequent questioning and analysis resulted in increased clarity for David on regional economic conditions. We were all smiles as we departed:
Next stop was the Overbrook Institute, where David and Debi were invited to participate in Resource Generation’s Progressive Financial Advisor interviews. Resource Generation is a national organization providing information, education and networking opportunities for wealthy young adults who want to work together and find the trusted partners and investment opportunities to foment change in a lasting and powerful way. The interview stimulated new ways to think about helping individuals with similar challenges and we relished the chance to get smarter regarding ways to help our clients meet their social goals while earning competitive returns on investments.
Debi Baydush, Partner