2019-08-21T00:00:00-0400

2019-08-21T00:00:00-0400

5th Annual Private Wealth Florida Forum Palm Beach, FL | August 21, 2019 Request Agenda


The 5th Annual Private Wealth Florida Forum is designed to bring together more than 250 attendees including more than 150 leading family offices, Private Banks and HNW wealth managers from across Florida 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.


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Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK 
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?

EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?  

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience. 

ASSET ALLOCATION
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity. 

 

PRICING

Early Bird I $1,050 04/26/19
Early Bird II $1,250 05/31/19
Pre-Event Registration I $1,400 06/28/19
Pre-Event Registration II $1,600 07/31/19
Event Registration $1,850 08/21/19

VENUE


Four Seasons Palm Beach
2800 S Ocean Blvd
Palm Beach, FL
United States 33480
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF SALES

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

INVESTOR RELATIONS

Adena Baichan

Program Manager / Investor Relations

+1 212-706-9701

Adena.Baichan@marketsgroup.org

MARKETING MANAGER

Kelly Delacruz

Head of Marketing

+1 212-600-8631

Kelly.Delacruz@marketsgroup.org