The 7th Annual Private Wealth Florida Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Samira Salman, Chief Operating Officer, Heathside Ventures
Carina Diamond, Chief Experience Officer, Dakota Wealth Management
Tommy Mayes, Managing Director & Executive Advisor, SunGate Capital
Mike Schiff, Managing Director, Klingenstein Fields Advisors
Catherine Wood, Chief Executive Officer, Chief Investment Officer, ARK Investment Management
Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.
Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019.
Jeff Zipper Managing Director of Investments U.S. Bank
Ricardo F. Nieto Chief Investment Officer and Co-Founder Aragon Capital
Santiago Ulloa Founder & Managing Director W.E. Family Offices
Avy Stein Founder & Co-Chairman Cresset Capital
Michael Firestone Managing Partner Fire Capital Management
Michael Schiff Managing Director Klingenstein Fields Advisors
Carina Diamond Chief Experience Officer Dakota Wealth Management
Jennifer Murtie Partner and Head of High Net Worth Practice Ballentine Partners
Shane Morrow Managing Partner Ironbridge Wealth Management
Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management
Cliff Oberlin Founder, Chairman and Chief Executive Officer Oberlin Wealth Partners
Charles Krusen Founder and Chief Executive Officer Krusen Capital Management
Samira Salman Chief Operating Officer Heathside Ventures
Ryan Bass Vice President, Wealth Management Silverman Partners of Raymond James
Noah Rubin Managing Director - Investments Rubin Wealth Management Group
Kenny Pitman Director, Alternative Investments Mercer
Chris Williams President Vista Finance
Tom Balcom Founder 1650 Wealth Management
Please note only corporate email addresses will be accepted only.
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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.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
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.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
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.
|Early Bird I||1,000||03/26/22|
|Early Bird II||1,300||06/11/22|
|Pre-Event Registration I||1,600||08/20/22|
|Pre-Event Registration II||1,900||10/09/22|
National Croquet Center
700 Florida Mango Rd
West Palm Beach, Florida
United States 33406
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