2017-07-25T00:00:00-0400

2017-07-25T00:00:00-0400

Private Wealth Central States Forum Nashville, TN | July 25, 2017 Request Agenda


The Private Wealth Central States Forum is designed to bring together more than 100 capital allocators and wealth managers from the area for a day of networking and knowledge share.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and global economy.

As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

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

ASSET PROTECTION

How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING

Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION

Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS

Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?

FAMILY GOVERNANCE

How do family offices clarify and coordinate governance–is good governance different for family firms?

PHILANTHROPIC PLANNING

Developing a charitable expertise from the family to the high end advisor.

ASSET PROTECTION

How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

PRICING

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


Nashville City Club
201 4th Ave N.
Nashville, TN
United States 37219
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]