2018-09-26T00:00:00-0400

2018-09-26T00:00:00-0400

Private Wealth DC Metro Forum Washington D.C. | September 26, 2018 Request Agenda


The Private Wealth DC Metro Forum is a day-long investor education and professional networking event made available to a select 75 allocator of high-net-worth capital from Maryland, Delaware, and Virginia.  

The Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the DC Metro region itself.  



LEAD SPONSORS

PLATINUM SPONSORS

SPONSORS

REQUEST AGENDA

Key Discussion Topics

  • Defining the DC Metro high-net-worth community and understanding its relationship to global finance
  • How Wall Street reform and shifting market structure made private wealth especially vulnerable to bond market liquidity risk
  • The real cost of Brexit and the $90 billion outflow from the global stock market
  • Understanding family history and legal precedent in private wealth transition planning
  • Factor-based investing and smart beta
  • Mitigating the market risk of uncertain central bank monetary policy on high-net-worth capital
  • Separating fact from fiction in regard to the impact of the 2016 presidential election on private 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


Hyatt Regency Washington On Capitol Hill
400 New Jersey Avenue, NW
Washington D.C.
United States 20001
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Cassia Di Roberto

Head of Private Wealth Production & Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

HEAD OF PRIVATE WEALTH

Michelle Quilio

Head of Real Estate Production & Investor Relations

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org

MEDIA & MARKETING

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Ann Lee

Program Manager / Investor Relations

+1 646-568-2779

Ann.Lee@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org

SPONSORSHIP

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org