Private Wealth East Fall Forum New York | October 29, 2020 Request Agenda

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.



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Key Discussion Topics

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?

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.


Early Bird 800 06/25/20
Level 1 1,100 07/23/20
Level 2 1,400 08/20/20
Level 3 1,700 09/22/20
Level 4 2,000 10/22/20


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