The 4th Annual 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.
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Key Discussion Topics
Opening Bell: The Next 6 Months at a Glance
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.
The Equity Equation: Evaluating Impact on Portfolios
The equities market has bounced back from the pandemic's crash. Experts take the stage to help navigate the market, allocate investments across different equity sectors and build an equity portfolio to weather the storm.
Alternative Investments – Time to Shine
This panel brings together leading alternative investors and allocators to address risks and opportunities, manager selection and much more.
From Real Estate to Real Assets: Seeking Best Opportunities
Join our panel of experts as they examine real estate and real asset investment strategies, trends, and risks for the year ahead.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
In a market environment shaped by higher interest rates, low growth, and greater volatility - investing in non-traditional assets gained popularity in diversified portfolios.
Fixed Income: Trends Shaping Today's Landscape
As the fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities?
The Future of Wealth Management
The wealth management industry is forever transforming, and investors will need to evolve their practices to stay ahead of the curve and their competitors to suit the needs to high-net-worth-clients.
REGISTRATION
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.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 01/02/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 03/06/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 05/08/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 07/10/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 09/17/25 |
VENUE
JW Marriott Charlotte
600 S College St
Charlotte, North Carolina
United States 28202
CLICK TO VISIT VENUE WEBSITE
CONTACT
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