Executive Breakfast Series (Fall 2018)

About MONTAG’s Executive Breakfast Series

In addition to the formal presentation (THE FIDUCIARY ASSIGNMENT – A Tale of Heroes & Villains) by brothers Ned and John Montag, co-leaders of our firm, several other MONTAG portfolio managers were there and enjoyed the opportunity for conversation and questions.  These events tend to be collaborative and there is an interactive discussion among those in attendance. Guests are encouraged to bring any questions on their minds.

Attendance is targeted at 25–35 people. We generally socialize 7:30–8 AM, while enjoying a Breakfast Buffet provided by MONTAG.  The presentation starts between 8-8:15 AM. Our programs generally end at 9 AM, but we stay as long as there is a discussion or questions from the group.

As networking is an important part of this assignment, we hand-select the list of candidates which we feel will not only appreciate our insights, but also enjoy getting to know each other.