2023-09-28T00:00:00-0400

2023-09-28T00:00:00-0400

8th Annual Private Wealth Mid-Atlantic Forum Villanova | September 28, 2023 Request Agenda


The 8th 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.


Advisory Board

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



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REQUEST AGENDA

Please note only corporate email addresses will be accepted.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK

With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?

NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING

Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors making predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING

Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

THE FUTURE OF WEALTH MANAGEMENT

With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future. 

PRICING

Early Bird I 1,500 USD 01/13/23
Early Bird II 1,900 USD 03/17/23
Pre-Event Registration I 2,200 USD 05/12/23
Pre-Event Registration II 2,600 USD 07/30/23
Event Registration 3,000 USD 09/22/23

VENUE


Radnor Valley Country Club
555 Sproul Rd
Villanova, , PA
19085
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]