Thought Leadership Series: Potential Risks and Rewards in the Investment Outlook

June 29th, 2017

With the markets at all-time highs, many investors are wondering when the next recession will be and what the economic and investment landscape looks like going forward.  To help address these concerns, First Long Island Investors invited Bob DeLucia, CEO and founder of Veritas Economic Analysis, LLC to join clients and friends of the firm […]

Web Seminar: 2017 Market Outlook

February 16th, 2017

On February 8, 2017, Robert D. Rosenthal, CEO and Chief Investment Officer, Ralph F. Palleschi, President and COO, and Philip W. Malakoff, SVP, Wealth Management, shared with clients and business partners First Long Island Investors’ 2017 market outlook during a web seminar.  They covered the firm’s expectations for 2017 and how we are positioning client […]

Thought Leadership Series: Who Wins the White House in 2016 – and What Happens Next?

November 2nd, 2016

With less than a week to go before Election Day, First Long Island Investors invited Dr. Meena Bose, Executive Dean for Public Policy and Public Service Programs in Hofstra University’s Peter S. Kalikow School of Government, Public Policy, and International Affairs, and Director of Hofstra’s Peter S. Kalikow Center for the Study of the American […]

Web Seminar: 2016 Market Update

September 21st, 2016

On September 13, 2016, Robert D. Rosenthal, Edward C. Palleschi, and Brian Gamble shared our latest observations on the economy and the markets as well as provided insight on how we are positioning client portfolios for the rest of 2016 and beyond.

Thought Leadership Series: Estate Planning Panel – Strategies to Most Effectively Transfer Wealth to the Next Generation

July 19th, 2016

On June 14, 2016, First Long Island Investors hosted a thought leadership breakfast for clients and friends of the firm on estate planning and transferring wealth to the next generation. The panel discussion included three prominent trusts and estates attorneys:
Patricia Galteri, Chair of the Wills, Trusts & Estates Practice Group of Meyer, Suozzi, English & Klein, P.C., Michael P. Ryan, of Counsel, Trusts and Estates Practice Group of Jaspan Schlesinger, LLP, and David R. Schoenhaar, Chair of the Estate Planning and Administration Practice Group of Ruskin Moscou Faltischek, P.C., and was moderated by FLI’s Executive Vice President and General Counsel, Bruce A. Siegel.