The 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.
Steven Wieting Global Chief Investment Strategist Citi Private Bank
Carol Schleif Deputy Chief Investment Officer Abbot Downing
Jeffrey Mills Managing Director, Chief Investment Strategist Hawthorn PNC Family Wealth
Clark Cheng Chief Investment Officer Merrimac
Robert Teeter Managing Director, Head of Investment Policy and Strategy Silvercrest Asset Management
Jeffrey Korzenik Chief Investment Strategist Fifth Third Bank
Ric Mayfield Managing Director, Manager Research SunTrust
Michael Brandes Chief Investment Strategist Itaú Private Bank
Howard Cure Director of Municipal Bond Research Evercore Wealth Management
Luke Tilley Chief Economist Wilmington Trust
Ira Perlmuter Founder, Head of Family Office T5 Equity Partners
Dave Citron Founding Partner WMS Partners
Geoff George Chief Executive Officer, Chief Investment Officer Viewpoint Family Office
Mark Luschini Chief Investment Strategist Janney Montgomery Scott
John McDermott Chief Investment Strategist Symmetry Partners
Rael Gorelick Partner, Head of Investments Biltmore Family Office
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Gregg S. Fisher Founder and Head of Quantitavice Research and Portfolio Strategy Gerstein Fisher
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
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.