The 7th Annual Private Wealth East Spring Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of New York based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
KEYNOTE SPEAKERS
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Howard W. Lutnick, Chairman & Chief Executive Officer, Cantor Fitzgerald L.P. Howard W. Lutnick is Chairman & CEO of Cantor Fitzgerald L.P., one of the world’s leading financial services firms, and Chairman & CEO of BGC Partners Inc., a leading global brokerage and financial technology company. More details about his role at BGC Partners can be read here. Mr. Lutnick guided the rebuilding of Cantor Fitzgerald following the devastating September 11, 2001, World Trade Center attacks that claimed the lives of 658 of the firm’s 960 New York-based employees. Since then, Cantor has provided over $192 million to help the families of the firm’s employees who were lost on that day. Cantor and its affiliates now have over 12,000 employees globally. Since 9/11, Mr. Lutnick has been recognized as a symbol of resilience and his story has been widely covered by top financial publications. Mr. Lutnick was named the Financial Times Person of the Year in 2001 and Ernst & Young’s United States Entrepreneur of the Year in 2010; additional media highlights include stories published by The New York Times: “From Devastation to Determination at Cantor Fitzgerald,” on September 10, 2002, and “The Survivor Who Saw the Future for Cantor Fitzgerald,” on September 3, 2011. |
SPEAKERS
Daniel Kern Chief Investment Officer TFC Financial Management
Eric Mancini Director of Investment Research Traphagen Financial Advisors
Emily Thomas Head of Investing with Impact Morgan Stanley Wealth Management
Theodore J. Katramados Director, Portfolio Manager TAG Associates
Wayne Yi Director, Head of Manager Research Simon Quick Advisors
Drew J. Collins Senior Managing Director Magnus Financial Group
Jeffrey A. Sutton Managing Director, Global Head Manager Research Group Citi Global Wealth
Alvina H. Lo Chief Wealth Strategist Wilmington Trust
Makiko Coakley Investment Director Endeavor Family Office
Patrick McGowan Managing Director, Head of Alternative Investments Sanctuary Wealth
Patrick Huang Director of Investments + Wealth Management Source Financial Advisors
Erika Karp Chief Impact Officer Pathstone
Emily Green Director of Private Wealth Ellevest
Lawrence D. Sprung Founder, Wealth Advisor Mitlin Financial, Inc.
Natalia Tchetchoulina Partner Cerity Partners
Shana Orcyzk Sissel Founder & President Banríon Capital Management
Cameron Dawson Chief Investment Officer NewEdge Wealth
Jeff Gitterman CEO Gitterman Asset Management
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
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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.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
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.
Opportunities in the Current Alternative Bucket
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.
The Future of Asset Allocation and Family Governance
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.
PRICING
| Early Bird I | 1,500 USD | 12/28/22 |
| Early Bird II | 1,900 USD | 02/03/23 |
| Pre-Event Registration I | 2,200 USD | 03/31/23 |
| Pre-Event Registration II | 2,600 USD | 05/26/23 |
| Event Registration | 3,000 USD | 06/13/23 |
