The 4th Annual Private Wealth DC Metro Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of DC Metro based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
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KEYNOTE SPEAKERS
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Catherine Wood, Chief Executive Officer Chief Investment Officer, ARK Investment Management Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions. Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019. |
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Carlos Gutierrez, Former United States Secretary of Commerce, 2005 - 2009 Carlos Gutierrez is the co-founder and CEO of Empath, Inc., a SaaS technology platform that uses
machine learning to transform the way talent is managed and grown inside a company.
Previously, Secretary Gutierrez served as Chair of the Albright Stonebridge Group, a global strategic
advisory firm. Secretary Gutierrez served as U.S. Secretary of Commerce from 2005 to 2009 under
President George W. Bush, where he worked with foreign government and business leaders to advance
economic relationships, enhance trade, and promote U.S. exports. Secretary Gutierrez played a key role
in the passage of landmark free trade agreements that remove trade barriers, expand export
opportunities, and boost global investment.
Secretary Gutierrez spent nearly thirty years with Kellogg Company, a global manufacturer and marketer
of well-known food brands. After assignments in Latin America, Canada, Asia, and the United States, he
became President and Chief Executive Officer of Kellogg in 1999 − the youngest CEO in the company's
hundred-year history. In April 2000, he was named Chairman of the Board of Kellogg Company.
Secretary Gutierrez joined ASG from Citi, where he was Vice Chairman of the Institutional Clients Group
and a member of the Senior Strategic Advisory Group.
He currently serves on the boards of the U.S. Chamber of Commerce’s U.S.-India Business Council, the
Boao Forum for Asia, Occidental Petroleum Corporation, MetLife and Exelon.
Secretary Gutierrez was born in Havana, Cuba. He is married to Edilia and has three grown children.
He is based in Washington, DC. |
SPEAKERS
Michael D. Bailey Director of Research, Investment Committee Chair FBB Capital Partners
Matthew Lettinga Managing Director Pathstone
Allison F. Dunlap Managing Director, Head of Alternative Investments Harbour Capital Advisors
Alexis McComb Senior Vice President, Portfolio Manager Farr, Miller & Washington
Sid Nadkarni Chief Investment Officer Bitterroot Capital Advisors
Karen Wawrzaszek Regional President BNY Mellon Wealth Management
Katrina Lamb Director of Investment Strategy and Research MV Financial
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Biff Pusey Co-Founder & Member CrossGrain Family Investments
Bonnie Sewell Managing Director, Senior Wealth Advisor Dakota Wealth Management
Charles F. Reiling III President & Chief Executive Officer Coastal Investment Advisors
Nir Kaissar Managing Member Unison Advisors
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
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.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
PRICING
| Early Bird I | 1,500 USD | 12/29/22 |
| Early Bird II | 1,900 USD | 02/02/23 |
| Pre-Event Registration I | 2,200 USD | 02/23/23 |
| Pre-Event Registration II | 2,600 USD | 03/16/23 |
| Event Registration | 3,000 USD | 04/19/23 |
