2025-03-06T00:00:00-0500

2025-03-06T00:00:00-0500

6th Annual Private Wealth DC Metro Forum Tysons Corner | March 6, 2025 Request Agenda


The 6th 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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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

Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook 

The financial landscapes continue to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility. 

Effectively Investing Through Private Markets; Diversification & Returns 

As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities. 

State of the Industry: Real Estate Markets in 2025 and Beyond 

Real estate markets have seen tsunami-level tide changes over the last four years. With office back in play and residential under a watchful lens, allocators are reevaluating their real estate portfolios.

Fixed Income: Trends Shaping Today’s Landscape 

Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios.

Mastering Alternative Investment Portfolio Construction

As traditional portfolio models encounter new challenges, investors are moving away from the conventional 60/40 model in favor of strategies that enhance diversification, manage risk, and uncover new growth opportunities. 

Maximizing Returns: Strategies for Investing in Equity Markets

In today's dynamic financial landscape, achieving substantial returns in equity markets requires adept strategies and informed decision-making. 

Practice Management & The Future of Wealth Management

The wealth management industry is continually transforming, and investors must evolve their practices to stay ahead of the curve and meet the needs of high-net-worth clients. 


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird Pricing I - Managers & Service Providers 1,500.00 USD 10/10/24
Early Bird Pricing II - Managers & Service Providers 1,900.00 USD 11/07/24
Pre-Event Registration I - Managers & Service Providers 2,200.00 USD 12/19/24
Pre-Event Registration II - Managers & Service Providers 2,600.00 USD 01/23/25
Event Registration - Managers & Service Providers 3,000.00 USD 03/06/25

VENUE


The Ritz-Carlton, Tysons Corner
1700 Tysons Blvd
McLean, VA
22102
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]