2024-04-30T00:00:00-0400

2024-04-30T00:00:00-0400

4th Annual Private Wealth Canada West Forum Vancouver | April 30, 2024 Request Agenda


The 4th Annual Private Wealth Canada West Forum is the leading conference for wealth management firms, family offices, and private banks throughout the region. 

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 Canada West 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.



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Please note only corporate email addresses will be accepted.

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 6 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 6 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
Which alternatives offer the most meaningful diversification and how can the best managers be sourced?

The Equity Equation: Evaluating Impact on Portfolios
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. 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. Opposed to the correlation of public markets, how do these assets shelter a portfolio to facilitate crisis management?

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

Early Bird I 1,500 USD 12/29/23
Early Bird ll 1,900 USD 01/18/24
Pre-Event Registration I - Managers & Service Providers 2,200 USD 02/19/24
Pre-Event Registration II - Managers & Service Providers 2,600 USD 03/20/24
Event Registration - Managers & Service Providers 3,000 USD 04/30/24

VENUE


Paradox Hotel
1161 W Georgia St
Vancouver, BC
Canada V6E 0C6
CLICK TO VISIT VENUE WEBSITE

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]