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.
Michael Crook, Chief Investment Officer, Mill Creek Capital Advisors
Bonnie Sewell, Managing Director, Senior Wealth Advisor, Dakota Wealth Management
Rory O'Hara, Founder, Senior Managing Partner, Ausperity Private Wealth
James Rosebush, Founder and CEO, GrowthStrategyJames 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
Michael Pidhirskyj Director of Fixed Income Pitcairn
Steve Stulb Principal Ironview Capital Management
Katrina Lamb Director of Investment Strategy and Research MV Financial
Chris Roe Managing Director RX Advisors
Michael Crook Chief Investment Officer Mill Creek Capital Advisors
Bonnie Sewell Managing Director, Senior Wealth Advisor Dakota Wealth Management
Ryan Crooks Investment Manager, Investment Committee Member Roffman Miller Associates
Renee Mendelssohn Senior Wealth Advisor Waldron Private Wealth
Adam Reinert Chief Investment Officer & Chief Operating Officer Marshall Financial Group
Nir Kaissar Managing Member Unison Advisors
Tom Bonvissuto Founder & CEO Intero Financial Planning
Ryan Strauser Principal Ares Wealth Management Solutions
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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|