Wealth is what turns a good income into something a family can build on for generations, yet the path to it looks very different depending on who you are and where you started. For one of the nearly 20 panels at the 365 Leadership Summit on Monday, October 19, we bring together leaders in real estate development, housing and community economic development, wealth management, higher education, and community-based work to talk plainly about what generational wealth actually is, the historical and current barriers that keep it out of reach, and the real steps, from ownership to equity to estate planning, that help families build something that outlasts them.
Mai Xiong, Founder, President & CEO of HALED and Community Economic Development Officer at WHEDA will moderate. Panelists include:
- Dr. Ramon Ortiz, former dean, Madison College
- John McKenzie, Owner, McKenzie Apartment Company
- Dr. Karen Menéndez Coller, Executive Director, Centro
- Jerome “Romey” Hunt, Founder & CEO, Get Rich Community Foundation
- Cordero Barkley, Vice President & Financial Advisor, Morgan Stanley
Register now at 365LeadershipSummit.com!


