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.
Ron Baron, Chairman, Chief Executive Officer, Baron Funds
Ron founded Baron Capital in 1982 and has 47 years of research experience. Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business. From 1970 to 1982, Ron worked for several brokerage firms as an institutional securities analyst. From 1966 to 1969, Ron worked at the U.S. Patent Office as a patent examiner, while attending George Washington University Law School. From 1965 to 1966, Ron worked at Georgetown University as a teaching fellow in biochemistry.
Peter Buffett, Co-Chair, NoVo Foundation
Emmy Award-winning musician Mr. Buffett has an acclaimed career that spans more than 30 years as a professional composer, philanthropist and author. He began his career creating music for early MTV bumpers of the ‘80s and the climactic crescendo in the memorable “Fire Dance” scene in 1990’s Oscar winning film Dances with Wolves. Buffett received critical acclaim for his Native American-inspired music, composing the full score for 500 Nations the eight-hour Emmy-awarded CBS miniseries produced by Kevin Costner and the musical production Spirit: The Seventh Fire. Peter has released more than 16 records to date on his own imprints as well as Narada, Epic and Hollywood Records. Buffett’s inspiring book, Life Is What You Make It, debuted at #4 on the New York Times Best Seller list. To bring the message of the book alive, Buffett has crafted Life Is What You Make It: A Concert & Conversation with Peter Buffett, a live music event that incorporates multi-media and personal stories to give the audience an authentic, inspirational and impactful evening.
Marc Lasry, Chief Executive Officer & Co-Founder, Avenue Capital Group
Mr. Lasry is the Chairman, Chief Executive Officer and Co-Founder of Avenue Capital Group, a global alternative investment manager focused on distressed and undervalued debt and equity opportunities in the U.S., Europe and Asia. In 1995, Mr. Lasry formed Avenue with his sister Sonia Gardner with less than $10 million in capital from friends and family. Today, Avenue is one of the largest distressed debt investors globally, managing assets of approximately $12.3 billion, with headquarters in New York City, and offices in London, Luxembourg, Munich, Madrid, Milan, and four offices throughout Asia. Mr. Lasry is known as a pioneer in distressed investing which has been the focus of his professional career for over 30 years. Mr. Lasry is currently a member of the Council on Foreign Relations, and he also serves on the Board of Directors of The Clinton Global Initiative, and the Board of the 92nd Street Y.Lasry received a B.A. in History from Clark University (1981) and a J.D. from New York Law School (1984).
David Darst, Chief Investment Strategist, Morgan Stanley Smith Barney (US)
Mr. Darst is the Chief Investment Strategist of Global Wealth Management Group at Morgan Stanley. He also serves as Chairman of the Asset Allocation Committee, with responsibility for Asset Allocation and Investment Strategy, and was the founding President of the Morgan Stanley Investment Group. He joined Morgan Stanley in 1996 from Goldman Sachs, where he served as a Senior Executive within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David earned his MBA from Harvard Business School and was awarded a BA degree in Economics from Yale University.
Steven Wieting Global Chief Investment Strategist Citi Private Bank
Carol Schleif Deputy Chief Investment Officer Abbot Downing
Jeffrey Mills Managing Director, Chief Investment Strategist Hawthorn PNC Family Wealth
Clark Cheng Chief Investment Officer Merrimac
Robert Teeter Managing Director, Head of Investment Policy and Strategy Silvercrest Asset Management
Jeffrey Korzenik Chief Investment Strategist Fifth Third Bank
Ric Mayfield Managing Director, Manager Research SunTrust
Michael Brandes Chief Investment Strategist Itaú Private Bank
Howard Cure Director of Municipal Bond Research Evercore Wealth Management
Luke Tilley Chief Economist Wilmington Trust
Ira Perlmuter Founder, Head of Family Office T5 Equity Partners
David Citron Chief Investment Officer WMS Partners
Geoff George Chief Executive Officer, Chief Investment Officer Viewpoint Family Office
Mark Luschini Chief Investment Strategist Janney Montgomery Scott
John McDermott Chief Investment Strategist Symmetry Partners
Rael Gorelick Partner, Head of Investments Biltmore Family Office
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Gregg S. Fisher Founder and Head of Quantitavice Research and Portfolio Strategy Gerstein Fisher
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|
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