TFC Financial Chief Investment Officer Dan Kern to speak at two major investing conferences

BOSTON–(BUSINESS WIRE)–#investingTFC Financial, an independent, fee-only financial advisory firm, is proud to announce that Chief Investment Officer Daniel S. Kern has been selected to present at two major national and global investment conferences later this month.

On October 19 at Markets Group’s 6th Annual Private Wealth East Fall Forum in New York, N.Y., Mr. Kern will participate in the kickoff “opening bell” panel exploring the financial and macro-economic outlook for the next 12 months. The forum is a leading regional conference for Registered Investment Advisors (RIAs), family offices, and private banks, and the agenda will cover asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and the outlook for financial markets and the global economy.

On October 26, at the 19th Annual Global Absolute Return Congress being held at the InterContinental Boston, Mr. Kern will speak during the third day of the Oct. 24-26 event in a panel exploring what ultra-high-net-worth investors are now seeking from “high-alpha” alternative investments such as real estate, real assets, private equity, private credit, and hedge funds.

An independent global organization founded in 2002, Global ARC convenes a network of the world’s foremost sovereign wealth funds, pension funds, central banks, endowments, foundations, insurance companies, and investment managers. Its gatherings focus on the intersection of public policy, macro-economic developments, capital markets, and alpha-driven investments.

“I’m greatly honored to have been selected to present and participate in these two prominent events,’’ Mr. Kern said. “I look forward to the chance to gain new insights that TFC can put to work for the benefit of our clients, particularly around the most promising alternative investments to complement traditional stock and fixed-income portfolio holdings.’’

TFC Financial CEO Renée Kwok said: “Along with all of our colleagues at TFC, I’m proud and excited to see Dan’s great experience, breadth of knowledge, and much-respected leadership in the investment management world being recognized in his selection by Markets Group and Global ARC to present at two of our industry’s most prestigious events.”

About TFC Financial

Founded in 1980, based in Boston, and majority-owned by our employees, TFC Financial operates as a wholly independent, fee-only financial advisory and investment management firm with revenues derived solely from the fees we charge for the services we provide. With more than $1.1B in client assets under management today, TFC, as a fiduciary, serves high-net-worth clients and multigenerational families, trustees, and non-profit organizations with a minimum of $2M of liquid investable assets. The firm provides comprehensive and strategic financial planning in addition to asset management services. Please read our SEC regulatory disclosures at


Joe Casale/Peter J. Howe 617.482.0042