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
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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. |
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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. |
SPEAKERS
Dave Citron Founding Partner WMS Partners
James Minnick Co-Chairman, Co-Founder Lovell Minnick Partners
Michael Pidhirskyj Director of Fixed Income Pitcairn
Douglas Getty Regional Chief Investment Officer Abbot Downing
Guy LeBas Chief Fixed Income Strategist Janney Montgomery Scott
Jeffrey Mills Managing Director, Chief Investment Strategist Hawthorn PNC Family Wealth
Steve Skancke Chief Investment Strategist Keel Point Advisors
Chris Maxey Director, Investment Research Bronfman Rothschild
Scott Inglis Regional Director, Portfolio Manager Carnegie Investment Counsel
Augustine Repetto Principal, Senior Financial Advisor HBKS Wealth Advisors
Ryan Crooks Investment Manager, Investment Committee Member Roffman Miller Associates
Larry Chiarello Managing Director, Investments and Research SkyView Investment Advisors
Steve Stulb Principal Ironview Capital Management
Alain Van Loo Chief Investment Officer The Sharp Financial Group
Katerina Simonetti Private Wealth Advisor UBS Private Wealth Management
Katrina Lamb Director of Investment Strategy and Research MV Financial
Antonio Kypreos Founder, Managing Partner Axion Financial Group
David Tobin Founder Tobin Financial Planning
LEAD SPONSORS
PLATINUM SPONSORS
SPONSORS
MEDIA & INSTITUTIONAL PARTNERS
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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 [email protected] 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
