Oliver Pursche is a senior financial services executive with over 25 years of investment management experience. Oliver is the founder of EsterV, llc, an investment consultancy firm. EsterV provides conflict free, institutional quality consulting services to family offices, private clients, and independent registered investment advisors. Previously Oliver served as Vice Chairman and Chief Market Strategist at Bruderman Asset Management, a multi- family office overseeing over $ 1.5 billion in outside assets.
 

As an investment management professional, Oliver has long been regarded as a thought-leader.  His opinions and views on investing and world affairs are frequently requested by CNBC, Bloomberg TV and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world wide news outlets such as Reuters, The Street, and Dow Jones. In 2009, Oliver led the launch of the GMG Defensive Beta Fund, one of the first multi-alternative mutual funds available (in 2012 the fund ranked #1 in its Morningstar category). In June 2017, Oliver partnered with FTSE Russell (aka The London Stock Exchange) to help develop and oversee a new series of separately managed accounts with FTSE Russell, bringing another set of innovative solutions to the market-place.
 

In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row as part of their “Top Independent Advisor” annual ranking. www.oliverpursche.com. You can also find Oliver’s daily market and investment video blog at www.youtube.com Oliver Pursche.

Scott J. Silbert
Scott J. Silbert is a recognized innovator in the field of strategic financial concepts and wealth management.  He is the founder and CEO of Creative Planning Strategies, and creator of 3D Wealth™, a unique approach to wealth protection, preservation and acceleration.  3D Wealth™ introduces a new sense of financial freedom and flexibility for clients to spend and enjoy their wealth without negatively impacting future generations. 

Scott’s career in financial services began early, under the mentorship of his grandfather, Theodore H. Silbert, well-known business leader, philanthropist and long-time CEO of the Sterling National Bank and Trust Company of New York (NYSE: STL).  In 1981, driven by the need to help people reexamine their conventional view of money and wealth, Scott began his own financial consulting and wealth management firm.  Creative Planning Strategies counts among its clients former CEOs of Fortune 100™ companies, senior partners at renowned investment firms like Goldman Sachs and Apollo, and owners of some of the largest closely-held enterprises in the country.  Scott regularly joins forces with many prestigious wealth advisory firms in tax, accounting, family office and legal disciplines.  He is a fierce advocate for his clients and acknowledged creative force in the industry.  His credits include Top of the Table membership in the Million Dollar Round Table, and membership in the prestigious President’s Council of many insurance carriers like the Penn Mutual Life Insurance Company, the Guardian Life Insurance Company and the MassMutual Life Insurance Company.  Scott lives on New York City’s Upper West Side with his wife and three adult children. He is active in many charitable organizations, supports his clients’ charitable endeavors, loves classic rock of the 60’s, 70’s and 80’s and contemporary jazz music, and enjoys collecting electric guitars. www.cpsnyc.com and https://player.vimeo.com/video/344364289.

Jacqueline Kapur (WG’05) - Moderator