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.
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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
PAST SPEAKERS
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 AdvisorsÂ
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
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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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 |
