5th Annual Private Wealth California Forum Los Angeles | May 12th, 2021 Request Agenda

The 5th Annual Private Wealth California Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across California.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.


Shawne Merriman, Former NFL Linebacker, San Diego Chargers

Shawne Merriman has experienced, tackled and thrived against challenges throughout his life. From his childhood growing up in difficult and dangerous areas of Baltimore, Maryland, to his development has a football star at Frederick Douglass High School where he earned the nickname “Lights Out” for his ability to tackle opposing players with punishing force. His All-American career at the University of Maryland, and top 15 draft pick in the NFL, followed by 8 seasons in the NFL with the San Diego Chargers and the Buffalo Bills with 2X All-Pro and 3X Pro Bowl honors, Shawne embodies strength, focus and excellence. During his career and post retirement, Shawne remained active in athletics and media as a celebrity ambassador for Bellator MMA and a fixture on their widely popular SPIKE TV programming. Merriman made headlines and featured in publications including GQ, ESPN the Magazine, VIBE Magazine, as well as on the small screen including MTV, VH1, E!, FOX, The Biggest Loser, Cartoon Network, Funny or Die and more. Whether it is on the red carpet, in front of a camera or on the radio, Shawne has that “it” factor that attracts mainstream viewers, readers and listeners alike.

Thomas Q. Jones, Former Running Back, National Football League

Thomas Q. Jones is a captivating force on and off the field. While best known as an unstoppable all-time leading running back that played twelve seasons in the National Football League (NFL), Jones has turned his post-NFL focus to the world of acting in both film and television, and the world of technology as the Chief Executive Officer of the mobile application developer, Castar Applications, Inc. In film, Jones produced and stars in “A Violent Man” for Sony pictures. He headlined the independent film, "Runaway Island," alongside Lorraine Toussaint and Aisha Hinds. He filmed "Straight Outta Compton," the feature film based on the lives and careers of the hip-hop group, N.W.A. He shared a memorable scene with Paul Giamatti. Drafted 7th overall in the 2000 NFL draft by the Arizona Cardinals out of the University of Virginia, Jones went on to become one of the 25 all-time leading rushers in NFL history, with more than 10,000 rushing yards. In addition to the Arizona Cardinals, he played for the Tampa Bay Buccaneers, New York Jets, Chicago Bears and the Kansas City Chiefs, becoming an AFC Rushing Leader, a 2006 NFC champion, 2007 Super Bowl XLI player, and 2009 Pro-Bowl selection within his career. In 2010, Jones was nominated for "The Walter Payton NFL Man of the Year" award recognizing an NFL player for his excellence on and off the field. In 2017, Jones will be eligible for the Pro Football Hall of Fame.

Walter Thurmond , Former NFL Defensive– back, Seattle Seahawks

Walter Thurmond III is a former 6 year NFL Veteran Defensive-back and Super Bowl Champion of the Seattle Seahawks. It didn’t take long for Walter to indulge in his many other interests off the field. After having an injury laden career, Walter would pursue many of these interests including film, entertainment, technology and philanthropy. Throughout his playing career, Thurmond would go on to Executive Produce seven feature length films and documentaries, along with directing a pair. Having a keen understanding of the next big things in emerging technologies, Thurmond would go on to develop innovating IOT technologies and hold many software, hardware and design patents. Looking to create everlasting change, Walter created his families non profit, The Thurmond Foundation for Arts and Education, which assists in the fundraising efforts for various charitable organizations domestically and internationally. Additionally, Walter sits on the Board of Directors for the Light of Love Foundation UK, overseeing the development of the Marc Bolan School of Music and Film in Sierra Leone, a free art school for underprivileged youth in the country. The school was inspired and started by his grandmother, Grammy nominated MoTown songwriter and producer Gloria Jones. Specialities: Sports, IT, emerging technologies, development, entertainment production, branding, innovation.

Dan Hughes, Co-Founder, Partner, LOHAS Advisors

Danny Hughes is one of the most sought after and in-demand strategic business advisors and social impact accelerators; guiding family, private wealth and endowment funding sources dedicated to making an impact, consulting numerous social entrepreneurs and innovators, and coaching champions and influencers aiming to leave a legacy beyond the game.

Today, Danny is an active investor, sits on the boards of for-profit social ventures and non-profit endeavors, and commits his active consulting practice towards early stage and growth social ventures, philanthropy and impact entrepreneurship and endeavors. Hughes is also the founder and co-creator of Athletes Influence creating both digital platforms and Keynote/Panels for leading financial and investor related conferences. Aimed to elevate the social business, philanthropic and legacy building ventures of both active and former professional athletes and facilitate relationships with the alternative and impact investor communities to fund their projects and accelerate social change. Danny is also co-launching Family Wealth Media Group that will capture, curate and distribute the original and partnered content that Family Office, Private and Sovereign Wealth communities are eager to consume in the alternative investments sectors of impact, A.I., real estate innovation, technology, medical and pharma sciences, health and wellness, gaming and esports.




Please note only corporate email addresses will be accepted only.

Why do I need to enter my corporate email address??
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.

How to Best Take Advantage of Opportunistic Alternative Investments

The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.

Fixed Income: Realistic Expectations and Ways to Enhance Returns

Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.

Global and Local Equities and Their Impact on Portfolios

The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.

Evaluating Real Assets and Real Estate Investment Strategies

This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.

Opportunities in the Current Alternative Bucket

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.

The Future of Asset Allocation and Family Governance

With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizationalstructures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.


INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.


Early Bird 800 12/31/20
Level 1 1,100 01/21/21
Level 2 1,400 02/19/21
Level 3 1,700 03/27/21
Level 4 2,000 05/12/21


Omni Los Angeles Hotel at California Plaza
251 S Olive Street
Los Angeles, California
United States 90012


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]