The 4th Annual Private Wealth East Forum - Fall is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
David Bailin, Chief Investment Officer, Citi Private Bank
David Bailin is Managing Director, Chief Investment Officer for Citi Private Bank. In this capacity, David acts as a single focal point for Investment Management, Investment Research and Client Investment Practice. He ensures the best integration of our asset allocation, research and portfolio management teams and offers his perspectives on the markets. David joined Citi in 2009 as the Global Head of Managed Investments and was promoted to Global Head of Investments in October of 2017. Since joining the Private Bank, he has attracted and retained a highly talented, diverse senior executive and investment management team. David designed the architecture of the global managed investments platform, including its Citi Investment Management unit, a leading global investment management organization, and the bank’s distinctive private equity, real estate, hedge fund and traditional investment teams. Additionally, David was responsible for operational due diligence, portfolio asset management, asset allocation modelling, and product innovation.
Timothy Walsh, Founding Partner, CEO, CCMP
Timothy Walsh is a Founding Partner, President and CEO of CCMP Capital and a member of the Firm’s Investment Committee. Mr. Walsh focuses on making investments in the industrial sector and has been responsible for CCMP’s investments in the chemicals, basic manufacturing, consumer products and packaging sectors. Mr. Walsh joined CCMP in 1992 and was named Partner and head of its industrial practice in 1999. Mr. Walsh became COO in 2015 and President and CEO in 2016. Prior to joining CCMP in 1992, Mr. Walsh worked on various industry-focused client teams within The Chase Manhattan Corporation. He serves on the board of directors of Hayward, Milacron, and PQ Corporation. Mr. Walsh holds a B.S. from Trinity College and an M.B.A. from the University of Chicago.
John Ehrenkranz Chief Investment Officer Ehrenkranz Partners
John Apruzzese Chief Investment Officer, Partner Evercore Wealth Management
Steven Wieting Global Chief Investment Strategist & Chief Economist Citi Private Bank
Seán O’Dowd Managing Director and Family Business Advisor Silvercrest Asset Management Group
Nadine Gordon Lee Managing Director, Metro NY Offices & President, Colony Family Office Group The Colony Group
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
Alain Van Loo Chief Investment Officer The Sharp Financial Group
Ram Lee President Seven Bridges Advisors
David Paley Managing Director, Deputy Chief Investment Officer KLS Professional Advisors Group
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Michael Steiner Partner, Wealth Advisor RegentAtlantic
Maria Chrin Managing Partner Circle Wealth Management
Jonathan Hochberg President Hillview Capital Advisors
David Peltz Partner Joel Issacson & Co.
Andrew Altfest President Altfest Personal Wealth Management
Jennifer Leonard Executive Director, Asset Manager Due Dilligence Cornerstone Capital Group
Ronen Schwartzman Chief Investment Officer Cooper Family Office
David Carter Chief Investment Officer Lenox Wealth Advisors
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
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.