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March 10, 2023

John Jennings and Alex Bates Present at the marcusevans Private Wealth Management Summit

San Diego, CA., March 8, 2023 John Jennings, JD, President of St. Louis Trust & Family Office and Alex Bates, CFA®, CAIA®, Director of Investments at St. Louis Trust & Family Office spoke at the marcusevans flagship investment event, which was filled with insights and challenges shared by industry peers.

John Jennings presented on topics covered in his debut book The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown. He discussed why we dislike uncertainty, introduced some investment mental models that can help to embrace and accept uncertainty, and explained why you shouldn’t invest according to the latest trends.

Alex Bates participated in a panel about Best Practices in Due Diligence and Manager Selection. This panel explored strategies for conducting strong diligence, best practices in manager selection, and analyzing and hiring top tier managers to maximize returns. Alex was joined by Steve Biggs, Managing Director and Head of Alternatives of The Mather Group; Jack Moore, Chief Investment Officer of Harpwell Advisors; Aaron Rosen, Director of Sky & Ray Family Office; and Rose Vitale, Managing Director, DRA Family Office.

The Private Equity Investors Summit is an invitation-only, premium Summit bringing chief investment officers and innovative fund managers and consultants together. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

St. Louis Trust & Family Office is an independent, multi-family office and trust company that advises clients on more than $10 billion of investment assets and more than $12 billion of total wealth. Founded in 2002, St. Louis Trust & Family Office provides holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. The firm serves a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Visit to explore how the firm manages complexity with unmatched expertise and focuses on Family, Always.

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