The 8th Annual Private Wealth Florida Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Florida based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. 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
Avy Stein Founder & Co-Chairman Cresset Capital
Michael Firestone Managing Partner Fire Capital Management
Michael Schiff Managing Director Klingenstein Fields Advisors
Shane Morrow Managing Partner Ironbridge Wealth Management
David Scranton Founder Sound Income Strategies
Charles Krusen Founder and Chief Executive Officer Krusen Capital Management
John Tassone Director, Investments FFT Wealth Management
Brett Orvieto Managing Partner Dakota Wealth Management
Dylan Kremer Co-Chief Investment Officer Camden Capital
Shon Flaharty Chief Executive Officer & Managing Partner Flaharty Asset Management
Daniel Johnedis President & Chief Investment Officer Cratus Capital
Alexandre Arruda Camargo Silva Chief Investment Officer Finaccess Advisors
Becky Lightman Founder & Managing Director Lightman Capital
Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Jeff Zipper Managing Director of Investments U.S. Bank
Greg Babij Founder & Chief Investment Officer Sundial Wealth
Ricardo Nieto Chief Investment Officer, Co-Founder Aragon Capital
Please note only corporate email addresses will be accepted only.
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Opening Bell: The Next 12 Months at a glance
A Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives - Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US, global economy, and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and answer more crucial questions.
Fixed Income: Trends Shaping Today's Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Rise of M&A Activity in Private Wealth Industry
The M&A trend in wealth management is here to stay as the industry continues to consolidate. Key factors such as a compelling need to stay competitive and to keep up with compliance and technology developments are on the rise. Additionally, many advisory practices are looking for a succession plan that is also driving the trend forward. For those who have made the decision to move forward with an acquisition, the panel will tackle the concept of: 'what now?'
|Early Bird I||1,500 USD||11/25/22|
|Early Bird II||1,900 USD||12/30/22|
|Pre-Event Registration I||2,200 USD||01/20/23|
|Pre-Event Registration II||2,600 USD||02/10/23|
|Event Registration||3,000 USD||03/16/23|
PGA National Resort
400 Ave of the Champions
Palm Beach Gardens, Florida
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