Specialty Assets in Trust? Special Handling is Required (Dinner Presentation)

Date: Thursday, April 19, 2012
Time: 6:30 PM - 8:30 PM
Location: The Bankers Club
Speaker: Carlos A. Batlle

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Carlos A. Batlle is a Managing Director and Senior Wealth Advisor at J.P. Morgan Private Bank in Miami.  He is responsible for drawing upon the vast, global resources of J.P. Morgan to provide wealthy individuals and families in Florida innovative wealth planning and transfer solutions with an integrated view of combining credit, investing and tax tools.  Mr. Batlle joins J.P. Morgan after 23 years of private practice from the law firm Squire Sanders Dempsey, where he led that firm's South Florida Trust & Estate practice.  

 
Mr. Batlle has been honored as the Professional Advisor of the Year by the Key Biscayne Community Foundation and currently serves as vice-chair of the board.  He is also a Circuit Representative of the Florida Bar Association's Real Property, Probate, & Trust Law Section as well as a member of the Executive Council.  A graduate of Belen Jesuit, Mr. Batlle serves as vice-president of the board of directors for the Belen Jesuit Alumni Association.
 
Mr. Batlle received his B.S. from Georgetown University, his J.D. from Columbia University and his LL.M, from the University of Miami.  He is fluent in English and Spanish, and familiar with Portuguese.  He lives in Key Biscayne with his wife, Lauren, and their three children.

 

Joining Mr. Batlle will be Steven L. Faulkner, a Managing Director and head of Private Business Advisory, J.P. Morgan’s Private Bank Advice Lab.  Mr. Faulkner is responsible for developing content and solutions for business owners, as well as sales and marketing strategy for specialty assets.  Mr. Faulkner was formerly responsible for managing a national team of more than 80 investment management, real estate, oil and gas, and farmland ranch professionals.  Mr. Faulkner has extensive experience analyzing, reviewing, advising and transacting closely held businesses, limited partnerships and private equity investments. 

Mr. Faulkner holds a B.A. from Michigan State University in East Lansing, Michigan, M.P.A. from The Ohio State University’s Fisher College of Business and J.D. from The Ohio State University’s Moritz College of Law in Columbus, Ohio.  Mr. Faulkner has been a guest on the Florida PBS series “Wealth and Wisdom” and has been quoted in the Financial Times, Dow Jones, Bankrate.com, and Crain’s Business.  He lives in Galena, Ohio, with his wife and two children.

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