Investing

The Colony Group’s Frank Brochin and Andrew Vogelstein (Chief Investment Officer of the Family Office Group and the President of Institutional Advisory Practice respectively) met with Worth Media Group’s Dan Costa to explore the beneficial impact of OCIOs, investment policy statements, and properly leveraging international managers to boost your portfolio.

At the Milken Global Conference, Worth Media CEO Josh Campbell sits down with David Steinbach, Global CIO and Co-Head at Hines, to unpack how macro shifts and interest rate hikes have transformed global real estate—and why savvy investors are seeing a rare window of opportunity.

Worth Media explores the evolving landscape of wealth management with Andy Sieg, Head of Wealth at Citi Bank, during the Milken Institute Global Conference. Andy shares his vision for how advisors can thrive in an age of AI, the real value of ESG and philanthropic conversations, and what will define the next generation of client relationships.

Worth Media’s Dan Costa sits down with financial leader Cheryl Evans (Director, Lifetime Financial Security - Milken Institute) at the Milken Institute Global Conference to explore the power of women’s financial confidence, the importance of planning for your future self, and why storytelling—especially among women—is key to driving change.