The
Private Wealth Central States 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 Central States.
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.
PAST SPEAKERS
Stephen Frohsin PRINCIPAL, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER Woodmont Investment Counsel
Stephen Korn Chief Investment Officer Fielder Capital Group
Jay Healy Principal, Managing Director Beacon Pointe
James Haley Managing Director—Private Client Group Dividend Assets Capital
Warren Barnett President Barnett & Company
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Stacie Carrabine Director of Portfolio Management Plancorp
Michael Furla Managing Director, Head of Fixed Income The Mather Group
Mark Parker Vice President, Strategic Growth BIP Wealth
Jeff Krumpelman Chief Investment Strategist, Head of Equities Mariner Wealth Advisors
Douglas J. Asiello Strategy Director, Research Analyst Crawford Investment Counsel
Eric Pettway Chief Investment Officer Journey Advisory Group
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 alternative 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 an 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 toward a better future.
PRICING
| Early Bird I | 1,500 USD | 01/13/23 |
| Early Bird II | 1,900 USD | 03/10/23 |
| Pre-Event Registration I | 2,200 USD | 05/12/23 |
| Pre-Event Registration II | 2,600 USD | 07/10/23 |
| Event Registration | 3,000 USD | 08/23/23 |
VENUE
City Winery Nashville
609 Lafayette St
Nashville , Tenessee
United States 37203
CLICK TO VISIT VENUE WEBSITE
