2023-09-07T00:00:00-0400

2023-09-07T00:00:00-0400

Private Wealth Israel Forum Israel | September, 7 2023 Request Agenda


The Private Wealth Israel Forum is the leading conference for RIAs, family offices, and private banks in the country.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Israel-based leaders in the sector.

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.




REQUEST AGENDA

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Key Discussion Topics

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months

Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months. 

From Real Estate to Real Assets: Seeking the Best Opportunities

This panel examines key opportunities and challenges of investing in real assets and real estate.

Alternatives – Time to Shine

With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

The Equity Equation: Evaluating Impact on Portfolios

The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions. 

Fixed Income: Trends Shaping Today’s Landscape

Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.

New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking

The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.

The Future of Wealth Management

The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.

PRICING

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]