The Private Wealth Mid-Atlantic Forum is designed to bring together more than 75 capital allocators and wealth managers from Pennsylvania, New Jersey, D.C., Maryland, Virginia and Delaware 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.
Donald Marchesiello Managing Director, Global Head of Traditional Investments Citi Private Bank
Jeffrey Mills Managing Director, Chief Investment Strategist Hawthorn PNC Family Wealth
Tony Roth Chief Investment Officer Wilmington Trust
Dave Citron Founding Partner WMS Partners
Steve Skancke Chief Investment Strategist Keel Point Advisors
Donald Robinson Co-Chief Investment Officer Palladiem
James McGrath Director of Research Forbes Family Trust & LGL Partners
Mark Luschini Chief Investment Strategist Janney Montgomery Scott
Bob French Director of Investment Analysis McLean Asset Management
Michael Mattise Chief Investment Officer Radnor Financial Advisors
Katrina Lamb Director of Investment Strategy and Research MV Financial
Matt Topley Chief Investment Officer Fortis Wealth
Ryan Crooks Investment Manager, Investment Committee Member Roffman Miller Associates
Ryan Payne President Payne Capital Management
John Elmes Executive Managing Director Pathstone Federal Street
Patricia Schneider Senior Portfolio Manager Middleton & Company
Michael Miller Co-Chief Investment Officer Wellesley Investment Advisors
Stuart Caplan Chief Investment Officer, Partner Apex Financial Advisors
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|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.|