7th Annual Private Wealth Mid-Atlantic Forum Philadelphia | September 22, 2022 Request Agenda

The 7th Annual Private Wealth Mid-Atlantic Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Delaware, Maryland, Pennsylvania and DC.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees.  At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:


James Rosebush, Founder and CEO, GrowthStrategy, Inc.

James Rosebush is a widely recognized leader in building and growing corporate, family office, and philanthropic organizations as well as serving as an advisor to families on the complex issues of wealth management. He recently published his third book and best-seller, WINNING YOUR AUDIENCE: Speak with The Authority of a President. This follows his bestseller TRUE REAGAN: What Made Ronald Reagan Great and Why It Matters, a rare insight into the fortieth president’s mysterious character as Rosebush discerned it from his years of working for him. Rosebush is a frequent public speaker before various audiences and the media on leadership, politics, philanthropy, and the Reagans. His weekly columns on leadership and public speaking appear on BusinessInsider.com and Real Leaders Magazine. He co-created Deal Ring, a platform to train investment managers to make the perfect pitch and compete successfully for investment dollars. He coaches business leaders to become impact speakers through www.impactspeakercoach.com

He is the founder and CEO of an international advisory firm, GrowthStrategy, Inc. focused on management strategies, finance, marketing, and communications, that result in measurable growth for Fortune 500 companies as well as startups. In 2018 he launched Intersection Impact Fund, following his life-long passion for impact investing and philanthropy.

At the request of President Bush, he established and was the first CEO of the Challenger Memorial Foundation, with forty-six space science education centers around the world. He served as the president and board member of the Fairfax County Education Foundation, Chief Executive of the Howe School—a leadership academy, as founder and CEO of The Technology Transforming Education Compact, and President of the Urban Monuments Foundation. He has served on the Board of and was finance committee chair for The Phillips Collection, America’s first museum of modern art, where he originated the Duncan Phillips Collectors Medal awarded to Leonard Lauder and David Rockefeller among other leaders in philanthropy and the arts. He was awarded a “Telly” for his documentary "Hands on the Wall” a Discovery Channel program on Thomas Jefferson’s building of Monticello. In The White House Mr. Rosebush was President Reagan’s “point man” on philanthropy and public-private partnerships. As a commissioned officer at The White House, he inaugurated and managed the President’s favorite domestic policy program, PRIVATE SECTOR INITIATIVES, designed to engender private sector solutions for public problems, a precursor of today’s social impact investing. 





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Key Discussion Topics

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months

At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.

How to Best Take Advantage of Opportunistic Alternative Investments

The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.

Fixed Income: Realistic Expectations and Ways to Enhance Returns

Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.

Global and Local Equities and Their Impact on Portfolios

How do advisors navigate slow revenue growth to alleviate the pressure on the equities market? 

Evaluating Real Assets and Real Estate Investment Strategies

This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.

Opportunities in the Current Alternative Bucket

As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.

The Future of Asset Allocation and Family Governance

With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.


Early Bird I 1,000 04/22/22
Early Bird II 1,300 05/27/22
Pre-Event Registration I 1,600 07/01/22
Pre-Event Registration II 1,900 08/11/22
Event Registration 2,200 09/22/22


Le Méridien
1421 Arch St
Philadelphia, Pennsylvania
United States 19102


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