Mindful on Wall Street - Santa Clara County Estate Planning Council
2020-07-28 23:00 - 2020-07-29 00:00 UTC | Virtual Meeting
Mindful on Wall Street: Three former Monks working on Wall Street sharing insights to mindfulness and self care during these challenging times in the COVID-19 pandemic.

We just went through the quickest market correction in stock market history and our roles as financial, tax, and legal professionals means that we are typically in the caregiving role for our clients, but who takes care of us? This event has a panel discussion of ideas from three former ordained monks working on Wall Street and useful techniques and resources for our members to care for themselves. There will be a discussion of mindfulness in a financial services/professional practice followed up by a guided meditation.

FREE for SCCEPC Members

[REGISTER NOW](https://www.eventbrite.com/e/mindful-on-wall-street-tickets-114332198684)

AGENDA
4:00 - Welcome 4:10 - Panel Discussion 4:30 - Guided Meditation 4:50 - Resources and Q&A

PRESENTERS

Douglas Martin
Douglas Martin is a VP and program/project manager in Corporate Treasury at Morgan Stanley. He is the founder and director of Morgan Stanley Mindfulness – a global grassroots initiative with over 3,000 members. He has been meditating for 25 years and is a former monk. Douglas has been teaching meditation and mindfulness for over 15 years in a variety of settings. As a father of two, he often discusses strategies of how to incorporate meditation into a busy daily routine. He is keenly interested in the intersection and application of mindfulness to the areas of leadership, peak performance, agile work, climate / sustainability and diversity and inclusion.

Andrew Scheffer
Andrew aka The Wharton Monk, has the rare, and perhaps unique distinction of being a former Buddhist monk and a Wharton MBA. He has spent more than 10,000 hours in intensive mindfulness training and trained for more than 25 years, (eight years full-time) in monasteries and retreat centers throughout the world. Beyond that, he has an MBA from Wharton Business School, and has over the course of 20+ years managed a career in private banking and wealth management at firms like Morgan Stanley, UBS, Bank of Singapore and Edward Jones. With this background, he is able to empower clients and colleagues with an approach to mindfulness that is based on proven practices, which can keep up with the pressures and reality of the business world. Andrew continues to work as a Financial Advisor, is married and raising 3 kids in New York, and continues to develop his own mindfulness practice and teaches mindfulness at some of the world’s most innovative organizations.

Darryl H. Ng, CFP® ChSNC® ChFC® CLTC® is a First Vice President, Portfolio Management Director and Financial Advisor of the Mountain View Group at Morgan Stanley. A seasoned wealth management professional for more than 17 years, Darryl serves as a trusted Financial Advisor to ultra-high net worth multiple generation families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding different life events. Darryl is dedicated to always doing the right thing and giving his clients a signature white glove experience with highly personalized advice. He collaborates with outside tax, legal, and medical care professionals to help his clients capture opportunities and avoid costly mistakes. Darryl has been recognized in the financial services arena for many years through numerous local and national publications. Darryl has been featured in Forbes Magazine “2020 Top Next Gen Wealth Advisors ”, “ 2019 Best In State Next Gen Wealth Advisor- California”, and “2018 America’s Top Next Gen Wealth Advisors”. Darryl graduated with a Bachelor’s of Science (Entrepreneurship) degree with Recognition from the University of Southern California's Marshall School of Business, advanced professional education from the American College of Financial Services, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). He lives in San Jose with his wife Anna, and their two young children along with eleven BBQ pits.

Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
http://www.morganstanley.com/disclosures/awards-disclosure.html
