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.
Gregory Curtis Chairman, Founder Greycourt & Co.
Michael Pidhirskyj Director of Fixed Income Pitcairn
Tracy Maeter Managing Director, Head of Investments- Mid-Atlantic Region J.P. Morgan Private Bank
Douglas Getty Regional Chief Investment Officer Abbot Downing
Lawrence Chimerine Partner, Member of the Investment Committee Miller Investment Management
Steve Skancke Chief Investment Strategist Keel Point Advisors
Erich Hickey Chief Investment Strategist, Vice President Drexel Morgan Capital Advisers
Brian DeLucia Managing Partner Arrivato
Augustine Repetto Principal, Senior Financial Advisor HBKS Wealth Advisors
Ryan Crooks Investment Manager, Investment Committee Member Roffman Miller Associates
Nicholas Boyer Chief Investment Officer RKL Wealth Management
Larry Chiarello Managing Director, Investments and Research SkyView Investment Advisors
Patricia Schneider Senior Portfolio Manager Middleton & Company
Steve Stulb Principal Ironview Capital Management
Antonio Kypreos Founder, Managing Partner Axion Financial Group
Katrina Lamb Director of Investment Strategy and Research MV Financial
Tom Bonvissuto Chief Investment Officer Financial Consulate
Matt Topley Chief Investment Officer Fortis Wealth
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.|