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.
Advisory Board
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
KEYNOTE SPEAKERS
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Marc Zabicki, Chief Investment Officer & Director of Research, LPL Financial Marc Zabicki serves as LPL Financial’s Chief Investment Officer. In this role, Marc is responsible for guiding the investment decision-making across the Research department’s entire franchise. This includes chairing the firm’s Strategic and Tactical Asset Allocation Committee, steering Research’s investment models, and overseeing the firms market strategy and manager research advice delivery. Marc leads an experienced, talented and multi-faceted team of investment professionals who are dedicated to serving LPL Financial advisors and their clients. Marc has a deep and diverse background in the fundamental, technical, and behavioral analysis of global financial markets. Prior to joining LPL, he served as founder and chief investment officer for Bower Hill Capital Management, a consulting firm that counsels advisors on building, installing, and managing a comprehensive investment philosophy and process in their practices. The role included publishing market strategy research used to communicate investment views to advisors and their clients. Prior roles include serving as senior market strategist for Ameriprise Financial, where he formed and chaired the Ameriprise Global Asset Allocation Committee, responsible for instituting a comprehensive broker-dealer view on asset allocation and market strategy. He also held strategist and analyst roles at H&R Block Financial Advisors/Ameriprise Financial, and Salomon Brothers/Citigroup, respectively. Marc has more than 25 years of experience in the investment industry, and received his Bachelor of Science degree in Economics from Florida State University. He’s also a Chartered Financial Analyst (CFA), and has the Series 7, 16, 24, 63, 65, 86, and 87 licenses. Operating out of our Fort Mill office, Marc spends his off-time road cycling, traveling, and he enjoys many Saturday afternoons immersed in college football. Marc and his wife Dawn are new to Charlotte-metro and his son Austin attends Auburn University |
PAST SPEAKERS
Mike Gregory Head of Research Biltmore Family Office
Christian Gannon Director of Investments Twickenham Advisors
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
Catherine Zieman Managing Director High Pointe Private
James Haley Managing Director—Private Client Group Dividend Assets Capital
Robby Scholes Chief Investment Officer Cook Wealth Management
John Menser Senior Vice President Novare Capital Management
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP
environment, with optimistic corporate earnings growth, a strong dollar and a
volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors making predictions
for 2023. Aside from energy, where are the biggest opportunities? Will ESG be
affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives
investments hold appeal for wealthy families. How are wealth managers viewing
future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the
world continue to unwind what has been a very accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in
public markets, investors with appetite for less risk will be turning to real
estate and other real assets investments. Still, finding the best opportunities
will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth
managers need to ensure that their asset allocation strategies and wealth
management services are looking towards a better future.
PRICING
| Early Bird I | 1,500 USD | 02/26/23 |
| Early Bird II | 1,900 USD | 04/16/23 |
| Pre-Event Registration I | 2,200 USD | 06/18/23 |
| Pre-Event Registration II | 2,600 USD | 08/28/23 |
| Event Registration | 3,000 USD | 10/13/23 |
