2020-06-17T00:00:00-0400

2020-06-17T00:00:00-0400

5th Annual Private Wealth East Spring Forum New York | June 17, 2020 Request Agenda


The 5th Annual Private Wealth East Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Tri-State area.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.


KEYNOTE SPEAKERS

Yie-Hsin Hung, Chief Executive Officer, New York Life Investment Management

Yie-Hsin Hung is the Chief Executive Officer of New York Life Investment Management (NYLIM), New York Life’s global multi-boutique third party asset management business, and member of the Executive Management Committee of New York Life. Under her leadership, NYLIM saw an almost three-fold increase in third-party assets under management to more than $325 billion today. She broadened the firm’s fixed income, equity, ETF and alternative investment capabilities, organically and through acquisition, at the same time she led the firm’s successful geographic expansion into Europe, Asia and Australia. In 2019, Ms. Hung was selected by American Banker as one of the Most Powerful Women in Finance, the third consecutive year she has received this recognition. Ms. Hung earned her M.B.A from Harvard University and her bachelor’s degree in Mechanical Engineering from Northwestern University, where she was honored to give this year’s undergraduate convocation speech.



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Key Discussion Topics

ECONOMIC, POLITICAL AND 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?

EMERGING AND 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?

FIXED INCOME INVESTMENTS

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.

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors making investments on specific groups of equities. 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.

ASSET ALLOCATION

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.


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org 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 800 02/11/20
Level 1 1,100 03/17/20
Level 2 1,400 04/14/20
Level 3 1,700 05/12/20
Level 4 2,000 06/17/20

VENUE


The New York Athletic Club
180 Central Park South
New York, NY
United States 10019
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

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+1 212-600-8631

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