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.
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.
Erika Karp Founder, Chief Executive Officer Cornerstone Capital
David Carter Chief Investment Officer Lenox Wealth Advisors
Jonathan Bergman President TAG Associates
Eric Mancini Director of Investment Research Traphagen Financial Advisors
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
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Judy Morrill Managing Director Silvercrest Asset Management Group
Dylan Kremer Director of Investment Strategy Cresset Capital
Beth Johnson Partner, Senior Investment Consultant Mercer Investments
Michael Crook Head of Investment Strategy UBS Wealth Management
Vadim Zhitomirsky Director of Investments Seven Valleys
Jack Salzman Senior Managing Partner Kings Point Capital Management
Please note only corporate email addresses will be accepted only.
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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.
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.
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.