Event Details

1pm - 8pm PT
W Bellevue & Ascend

September 9, 2022

Agenda

The day will be led by experts in their field, hosting content-rich sessions including the following:

1:00pm - 1:40pm Welcome Message & Family Office Updates

1:40pm - 2:10pm Global Economics in an Ever-changing World with Dan Suzuki, Deputy CIO and Chairman at RBA

2:10pm - 3:00pm Global Economics Panel Discussion with Terry Cook, CEO of Parcion Private Wealth, Dan Suzuki, Deputy CIO and Chairman at RBA, and Tim Paulson, Investment Strategist at Lord Abbett

3:00pm - 3:15pm Break

3:15pm - 4:10pm Health & Wellness Top Specialists, topics include State of the Art Robotic Surgery, Stem Cell Advancements, and Platelet-rich plasma (PRP) treatments. Moderated by Mark Freeborn, Chief Medical Officer at Evergreen Health and joined by Adam Rothenberg, MD, & Jeff Stepanian, PA-C

4:10pm - 4:45pm Navigating Next Generation Wealth, a fireside chat with PGA Phenom, Sahith Theegala

4:45pm - 5:30pm Keynote Session: Secrets to Happy Families with New York Times Bestseller, Bruce Feiler

5:30pm - 5:40pm Closing Remarks by Terry Cook, CEO of Parcion Private Wealth

5:45pm - 8:00pm Reception at Ascend including book-signing and conversations with Bruce Feiler and the opportunity to connect with our Family Office Lifestyle Partners in the following fields:

  • Personalized Care and Wellness

  • Curated Travel

  • Private Family Historian

  • Family Concierge Cybersecurity

  • Philanthropy

  • Family Governance

Join us after our curated content for a cocktail party at Ascend!

5:45pm - 8:00pm

Our Speakers

Terry Cook, CFP®, CIMA® - Host

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy and prudent investment management. With nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping his clients preserve the legacy they’ve built to support their families and communities.

Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies and guidance through major liquidity events.

As a leader in the community, Terry serves on the national board for the Institute for Functional Medicine and is a board member and past board chair for Big Brothers Big Sisters of Puget Sound and the Ducks Unlimited Seattle Chapter.

Bruce Feiler - Keynote

Bruce Feiler is the author of seven New York Times bestsellers; the presenter of two prime-time series on PBS; and the inspiration for the drama series COUNCIL OF DADS on NBC. Bruce’s two TED Talks have been viewed more than two million times. His new book, LIFE IS IN THE TRANSITIONS: Mastering Change At Any Age, describes his journey across America, collecting hundreds of life stories, exploring how we can navigate life's growing number of transitions to live with more meaning, purpose, and joy. It was a Top 10 New York Times bestseller.

Dan Suzuki CFA® - Capital Markets

Dan Suzuki is the portfolio strategist at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.

Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron's.

Dan holds a BS in economics from Duke University, and he has been a Chartered Financial Analyst® charterholder since 2006.

Tim Paulson - Capital Markets

Tim Paulson is responsible for providing the portfolio management teams with investment insight and relevant market information for Lord Abbett's fixed income strategies. Mr. Paulson began his career in the financial services industry in 1999. Before joining Lord Abbett, Mr. Paulson worked for Goldman Sachs as a Vice President of Institutional Sales, where he was responsible for communicating timely market information and insights, and developed customized solutions in mortgages and interest rate products. Prior to that role, he ran several books on the Mortgage Trading desk at Goldman Sachs as a Vice President. Tim Paulson is the nephew of Hank Paulson, Former Head of the United States Treasury.

Dr. Mark Freeborn, MD - Health & Wellness

Dr. Mark Freeborn is the Chief Medical Officer of EvergreenHealth Medical Group. He specializes in Orthopedic surgery, minimally invasive spine surgery, complex and revision spine surgery, spinal trauma. spine deformities, and cervical spine surgery. He has been awarded the 2022 Seattle Magazine "Top Doctors” and 2021 Seattle Met "Top Doctors, Nurse Practitioners & Physician Assistants".

Jeff Stepanian, PA-C - Health & Wellness

Jeff Stepanian is a board-certified physician assistant. He specializes in hip and knee conditions, minimally invasive outpatient hip and knee replacement surgeries and computer navigation knee surgeries. Throughout his more than 20-year career, he has helped to train over 300 surgeons in advanced surgical techniques.

Dr. Adam Rothenberg, MD - Health & Wellness

Dr. Adam Rothenberg is a fellowship-trained orthopedic surgeon specializing in total hip, total knee and partial knee replacement surgery. With extensive training in robotic-assisted techniques, he focuses on using minimally invasive approaches and patient specific instrumentation to achieve the best results for his patients. Dr. Rothenberg also has advanced training in performing complex hip and knee arthroplasty revisions.

Sahith Theegala - Next Generation Wealth

Sahith Theegala is an American Professional Golfer who is currently playing on the PGA Tour. He was a three-time NCAA All-American at Pepperdine University. In 2020, Theegala won the Haskins Award, the Ben Hogan Award, and the Jack Nicklaus Award, becoming just the fifth person ever to win all three awards in the same year. Most recently Theegala played in the WM Phoenix Open PGA Tour finishing T-3, also finishing T-2 at the Travelers Championship. To learn more about his professional career click this link.

Also, check out this great highlight real below about his experience at the Phoenix Open!

Theegala joins Parcion for this event to discuss his journey to success and next generation wealth.

Lifestyle Partners