The Weitz CompanyCSI Palm BeachCoastalCoastal Windows and DoorsCustom Plumbing, Inc. Climate Control Services Advanced Roofing  Ed Morse Automotive GroupPam’s Creations Catering Smith and Moore Architects, Inc ABC Concrete Cutting EXPERiMAC Hill York ConsultPR

17th Annual Execs’ Business Forum

proudly presented by Executives’ Association of the Palm Beaches 

Our gift to the community of the Palm Beaches 


Tuesday, March 27, 2018
11:30 Registration and Networking
Noon Program
The Cohen Pavilion at the Kravis Center

Bill Manegio, Executive Director, is a Client Advisor for JP Morgan Funds in the Southeast. Bill has been working with Independent Financial Advisors and RIA’s for more than ten years. As a Client Advisor, Bill is tasked with communicating JP Morgan’s Market Insights to Financial Advisors and Portfolio Managers throughout his region. A large portion of Bill’s time is spent giving group presentations on the current state of the economy and markets, upwards of 75 times per year.


Prior to his five years at JP Morgan, Bill spent five years at Deutsche Asset Management in a similar capacity. Prior to this role, Bill worked on a Wealth Management team for Morgan Stanley out of Chicago. Bill obtained his BS in Industrial Engineering from Lehigh University and completed coursework at the University of Chicago Booth School of Business. Bill is a CFA Level III Candidate, he has his Cima, Series7 and 66 licenses.

BNY Mellon: A Global Leader

  • Leading global provider of securities services: $28.9 trillion in assets under custody and administration
  • Best Global Custody Bank (source: Global Finance, August 19, 2015)
  • World’s largest global custodian  with custody of more than 20% of the world’s securities (source: Institutional Investor magazine, September 29, 2015)
  • Leading clearing agent for U.S. Government Securities
  • 7th largest global asset manager with $1.6 trillion under management (source: Pensions & Investments, November 10, 2015)
  • 7th largest U.S. asset manager (source: Institutional Investor, July 8, 2015)
  • Two centuries of experience and perspective as the oldest private bank in the U.S. and among the first to create dedicated family office business
  • Expansive network of offices with offices in 18 states and four countries

Sponsorship opportunities now available!

Your $1,000 investment brings a return of:

  • priority seating
  • a table of ten for the 16th Annual Economic Forum
  • your company logo scrolling on the screens as close to 400 business leaders in the Palm Beaches arrive
  • thank you from the Event Chairman from the podium
  • your company logo featured in the event program
  • your company logo featured on this page of our website
  • your company’s pop-up banner displayed at the event 

Please click here for a printable flyer about the event.

Please click here to share the names of the ten individuals who will be at your table of ten. 

The Annual Economic Forum is proudly sponsored by