The 5th Annual Private Wealth East Spring 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.
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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. |
SPEAKERS
David Carter Managing Director, Investment Specialist JP Morgan
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Judy Morrill Managing Director Silvercrest Asset Management Group
Erika Karp Chief Impact Officer Pathstone
Steve Skancke Chief Investment Strategist Keel Point Advisors
Beth Johnson Partner Mercer
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
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 | 800 | 02/09/21 |
| Level 1 | 1,100 | 03/09/21 |
| Level 2 | 1,400 | 04/13/21 |
| Level 3 | 1,700 | 05/11/21 |
| Level 4 | 2,000 | 06/15/21 |
VENUE
The New York Athletic Club
180 Central Park South
New York, NY
United States 10019
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