The 4th Annual Private Wealth East Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Anthony Scaramucci, Founder and Co-Managing Partner, SkyBridge Capital
Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President.
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.
In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.
In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Bruce Richards, Co-Founder, Chief Executive Officer, Chairman, Marathon Asset Management
Bruce Richards is Chairman & Chief Executive Officer of Marathon Asset Management. Richards is responsible for general oversight of the $15.5 billion the firm manages on behalf of its institutional investors. He also leads the firm's Executive Committee and is a member of its Investment Committee. Richards' day-to-day presence is critical in maximizing Marathon's synergies and leveraging the intellectual capital throughout Marathon.
Richards co-founded Marathon with Louis Hanover in January 1998. The firm focuses on investing in the global credit markets, including corporate debt, bank debt and bonds, special situations and distressed debt, the structured debt markets (RMBS, CMBS, ABS, CLOs, Aircraft Finance and Asset-based Lending), and Emerging Market Debt. Marathon employs 150 professionals and maintains its headquarters in New York, with investment offices in London and Singapore.
Prior to founding Marathon, Richards worked on Wall Street for 15 years, including 10 years as a Managing Director in the fixed income divisions of Smith Barney and Donaldson, Lufkin & Jenrette where he was head of a trading desk responsible for principal investments and market making.
In March 2014, Richards was the recipient of Help for Children | Hedge Fund Cares' Award for Caring for his strong commitment to philanthropy. He has also been honored by the UJA Federation of New York and HELP USA, and was the recipient of the Boomer Esiason Foundation's Most Valuable Player Award and the R Baby Foundation's Philanthropic Leadership Award. Richards serves on the boards of The University System of Maryland (USM) Foundation.
Richards received his B.A. in Economics, summa cum laude, from Tulane University (1982) and is a member of Phi Beta Kappa.
Dr. Lewis Altfest Founder, Chief Executive Officer, Chief Investment Officer Altfest Private Wealth Management
Jack Ablin Founding Partner, Chief Investment Officer Cresset
Erika Karp Founder, Chief Executive Officer Cornerstone Capital
Peter Rup Chief Executive Officer, Chief Investment Officer Artemis Wealth Advisors
Ira Perlmuter Founder, Head of Family Office T5 Equity Partners
David Carter Chief Investment Officer Lenox Wealth Advisors
Michael Brandes Chief Investment Strategist Itaú Private Bank
Jeffrey Mills Managing Director, Chief Investment Strategist Hawthorn PNC Family Wealth
Gary Quinzel Chief Investment Officer AEPG Wealth Strategies
Jonathan Bergman President TAG Associates
Benjamin Halliburton Founder, Chief Executive Officer, Chief Investment Officer Tradition Capital Management
Brendan MacMillan Chief Investment Officer (qp) global family offices
David Paley Managing Director, Deputy Chief Investment Officer KLS Professional Advisors Group
Michael Steiner Partner, Wealth Advisor RegentAtlantic
Stephen Raneri Chief Investment Officer GM Advisory Group
Jack Salzman Senior Managing Partner Kings Point Capital Management
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Eric Mancini Director of Investment Research Traphagen Financial Advisors
POLITICAL & GLOBAL MARKETS OUTLOOK
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 2019 and beyond?
OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND
REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Pre-Early Bird II||$800||01/31/19|
|Early Bird I||$1,050||02/28/19|
|Early Bird II||$1,250||03/29/19|
|Pre-Event Registration I||$1,400||04/26/19|
|Pre-Event Registration II||$1,600||05/31/19|
Program Manager / Investor Relations
Head of Production
Head of Marketing
Head of Sales