2019-09-25T00:00:00-0400

2019-09-25T00:00:00-0400

5th Annual Private Wealth Mid-Atlantic Forum Philadelphia | September 25, 2019 Request Agenda


The 5th Annual Private Wealth New Mid-Atlantic Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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.

KEYNOTE SPEAKERS

Jim Kenney, 99th Mayor of Philadelphia

A lifelong City resident, Mayor Jim Kenney grew up the oldest of four children in a South Philadelphia rowhome. On January 4, 2016, Jim was sworn in as the 99th Mayor of Philadelphia. In his first budget, the Mayor worked closely with City Council to fund bold anti-poverty initiatives to make progress for every neighborhood. Right now, nearly 2,000 children are in quality pre-k, eleven community schools launched since last fall, and the work to rebuild our parks, rec centers, and libraries continues — all because Philadelphia became the first major city to pass a tax on sweetened beverages.


Cooper Abbott, Chairman & President, Carillon Towers Advisers

Mr. Abbott is chairman and president of Carillon Towers Advisers, a global multi-boutique, multi-channel asset manager with $64 billion in AUM .He is responsible for development and execution of strategy, organic/acquisitive growth and the cultivation of firm-wide culture focused on client-investment outcomes. His insights on various investment related topics have appeared in a range of publications and broadcast outlets, including CNBC, WSJ, Institutional Investor, Fox Business and others. Mr. Abbott earned a B.A. with highest honors from Brown University and an MBA from the Wharton School of Business.



MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

Key Discussion Topics

ASSET PROTECTION

How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING

Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION

Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTSPrivate 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.

FIXED INCOME

Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Early Bird $600 03/29/19
Level 1 $1000 05/31/19
Level 2 $1300 07/12/19
Level 3 $1500 08/23/19
Level 4 $1850 09/25/19

VENUE


Union League of Philadelphia
140 S Broad St
Philadelphia, PA
United States 19102
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

Marketing@marketsgroup.org