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
Nancy Curtin Global Chief Investment Officer and Head of Investment Advisory, AlTi Global
Mike LaMena Chief Executive Officer Wealthspire Advisors
Sagar Shah Director - Investments CI RegentAtlantic Private Wealth
Cameron Dawson, CFA Chief Investment Officer NewEdge Wealth
Wayne Yi Director, Head of Manager Research Simon Quick Advisors
Theodore J. Katramados Director, Portfolio Manager TAG Associates
Peter Boockvar Chief Investment Officer Bleakley Financial Advisors
Alvina H. Lo Chief Wealth Strategist Wilmington Trust
Eric Mancini Director of Investment Research Traphagen Financial Advisors
Emily Thomas Head of Investing with Impact Morgan Stanley Wealth Management
Jeffrey A. Sutton Managing Director, Global Head Manager Research Group Citi Global Wealth
Daniel Kern Chief Investment Officer Nixon Peabody Trust Company
Patrick McGowan Managing Director, Head of Alternative Investments Sanctuary Wealth
Patrick Huang Director of Investments + Wealth Management Source Financial Advisors
Drew J. Collins Senior Managing Director Magnus Financial Group
Erika Karp Chief Impact Officer Pathstone
Emily Green Director of Private Wealth Ellevest
Shawn Snyder Global Investment Strategist and Executive Director J.P. Morgan Private Bank
Lawrence D. Sprung Founder, Wealth Advisor Mitlin Financial, Inc.
Natalia Tchetchoulina Partner Cerity Partners
Shana Orcyzk Sissel Founder & President Banríon Capital Management
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
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 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors making predictions for 2023.
Aside from energy, where are the biggest opportunities? Will ESG be affected as
volatility cripples some specific industries?
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 accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 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.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth
managers need to ensure that their asset allocation strategies and wealth
management services are looking towards a better future.
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 |
