The 5th Annual Private East Forum Fall 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 Region
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.
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.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.