The 6th Annual Private Wealth Florida Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Florida.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Charles Krusen CEO and CIO Krusen Capital Management
Jeff Zipper Managing Director of Investments U.S. Bank
Benjamin Doty Senior Investment Director Koss Olinger
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
Catherine Zieman Managing Director High Pointe Private
Andy Richman Managing Director, Senior Fixed Income Strategist Sterling Capital Management
Richard Smith Vice President, Private Wealth Partners CIM Group
Guy Lakonishok Partner, Portfolio Manager LSV Asset Management
David Lubchenco Partner Chautauqua Capital Management
Matthew Dicker Partner, Chief Financial Officer Wildflower
Tom Futrell Senior Vice President, Senior Portfolio Manager First Trust
Tony Schirmang Vice President of Investor Relations Origin Investments
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Equities and Their Impact on Portfolios
Recent headwinds sparked by geopolitical risk and trade tensions continue to dampen investor appetite in emerging markets.
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Asset Allocation Strategies; From Macro to Micro
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.