Private Wealth DC Metro Forum Washington D.C. | April 2022 Request Agenda

The Private Wealth DC Metro Forum is a day-long investor education and professional networking event made available to allocators 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.  


Please note only corporate email addresses will be accepted only.

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

  • 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


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.


Hyatt Regency Washington On Capitol Hill
400 New Jersey Avenue, NW
Washington D.C.
United States 20001


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]sgroup.org