The Private Wealth Florida Forum is a one-day meeting of the largest family offices, private banks and registered investment advisors based in Florida. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary and HNWI.
The Forum is designed to shine light on the latest investment strategies and equip local investors with a clear path forward in their business development strategies. Over 30 investor speakers are joining us for the Forum to provide analysis of pertinent HNW trends and opportunities.
Alan McKnight Chief Investment Officer Regions Bank
James Bertles Managing Director and Principal Tiedemann Wealth Management
Rob Ragsdale Partner Balentine
Britt Whitfield Regional Chief Investment Officer Abbot Downing
Kimberly Lochridge Investment Council Gonzalez Family Office
Michael Blank Managing Director Andbank Miami (US)
Steven Wagner Co-Founder, Chief Executive Officer Omnia Family Wealth
Bob Klosterman Chief Investment Officer White Oak Wealth Advisors
Jeff Zipper Managing Director of Investments U.S. Bank
Ravi Ugale Investment Advisory Strategist - Private Equity GenSpring Family Offices (US)
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
Bruce Simon Director of Portfolio Research Ballentine Partners
Lauren Benenati Director of Family Education GenSpring Family Offices
Michael Blackmon Regional Director of Investments Cumberland Advisors
Julian Rubinstein CEO/CIO American Asset Management
John Schott Portfolio Manager & Director Steinberg Global Asset Management
Chris Kelly CEO and Founder Barclay Breland Family Office
Rick Stone President Stone Family Office
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?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|