The Private Wealth Florida Forum is designed to bring together more than 75 capital allocators and wealth managers from Florida for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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.
Matthew Storm Founding Partner CV Advisors
Jeff Zipper Managing Director of Investments U.S. Bank
Richard Stone President Stone Family Office
Andy Richman Managing Director of Fixed Income SunTrust Bank Private Wealth Management
Jack Ablin Founding Principal, Chief Investment Officer Cresset Wealth
Ravi Ugale Managing Director, Private Equity & Credit Strategies GenSpring Family Offices
Brendan Holt Dunn Chief Executive Officer Holdun Family Office (Bahamas)
Rob Ragsdale Partner Balentine
Rahul Kothari Managing Partner Ironview Capital Management
Tom Balcom Founder 1650 Wealth Management
William Pusey Senior Wealth Adviser and Portfolio Manager Keel Point
Shane Morrow Managing Partner Ironbridge Wealth Management
Sebastien Gault Chief Investment Officer JMS Holding
Brian Volner Senior Director New York Private Bank & Trust
Paul Stringer Managing Director Prio Wealth
Michael Blank Chief Executive Officer Holdun Family Office
Roy Behren Managing Member Westchester Capital
Alexander Golding President Lawrence Golding 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?
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.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|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.|