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 Managing Director Andbank Miami (US)
Roy Behren Managing Member Westchester Capital
Ed Coyne Executive Vice President Sprott Asset Management
& 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?
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?
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.
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.
|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.|
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