The Private Wealth Carolinas Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Carolinas.
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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Grey Merriman, Head of Wealth Planning Wealth Consulting Group, Atlantic Union Bank Wealth Management
Jonathan Justice, Managing Director and Senior Advisor, Chilton Trust
Mary Robbins, Chief Investment Strategist, Fifth Third Wealth Advisors
Anthony Scaramucci, Founder and Managing Partner, SkyBridge
Anthony Scaramucci is Founder and Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.In 2016, Mr. Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. He is the author of five books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, and Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), Trump: The Blue Collar President, and The Sweet Life with Bitcoin. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the Export-Import (EXIM) Bank. He served as the White House Communications Director for a period in July 2017. Mr. Scaramucci received a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.
Mike Gregory Head of Research Biltmore Family Office
Christian Gannon Head of Investment Research First Citizens Bank
Paul Nolte Partner, Portfolio Manager Kingsview Asset Management
Douglas Asiello Strategy Director, Research Analyst Crawford Investment Counsel
Todd M. Wickwire Chief Executive Officer WMS Partners
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Jonathan Justice Managing Director and Senior Advisor Chilton Trust
Bob Fontana Chief Investment Officer Investors Trust Company
Robby Scholes Chief Investment Officer Cook Wealth Management
John Menser Senior Vice President Novare Capital Management
Catherine Zieman Managing Director High Pointe Private
James Haley Managing Director—Private Client Group Dividend Assets Capital
Please note only corporate email addresses will be accepted only.
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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
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
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 organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||05/19/22|
|Early Bird II||1,300||06/23/22|
|Pre-Event Registration I||1,600||07/28/22|
|Pre-Event Registration II||1,900||09/07/22|