The conference, entitled “Meeting the Challenges of Today’s Market,” in Boston, Massachusetts, from October 14–16, was attended by representatives from 21 countries. Of the 60 affiliates represented, 40% were from outside the United States.

The keynote address was delivered by Ileana van der Linde, Principal, Wealth Management Practice, Capgemini and co-author of the World Wealth Report. The World Wealth Report, which is sponsored by Capgemini and Merrill Lynch, is the definitive study of the affluent around the globe. This presentation examined the recent international demographic shifts, which reveals where the affluent are investing their money now.

The meeting agenda included a presentation by David Adamo, President of Luxury Mortgage Corp., on the State of the Jumbo Market, in addition to expert panel discussions on luxury marketing trends, the new approach to business, and risk management in the age of social networking. The past year’s new initiatives were also reviewed.