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, FounderSenior Managing Partner, Ausperity Private Wealth


Please note only corporate email addresses will be accepted only.

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By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

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

Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.

From Real Estate to Real Assets: Seeking the Best Opportunities

This panel examines key opportunities and challenges of investing in real assets and real estate.

Alternatives – Time to Shine

With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?

The Equity Equation: Evaluating Impact on Portfolios

The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.

Fixed Income: Trends Shaping Today’s Landscape

Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.

New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking

The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.

The Rise of M&A Activity in Private Wealth Industry

The M&A trend in wealth management is here to stay as the industry continues to consolidate. Key factors such as a compelling need to stay competitive and to keep up with compliance and technology developments are on the rise. Additionally, many advisory practices are looking for a succession plan that is also driving the trend forward. For those who have made the decision to move forward with an acquisition, the panel will tackle the concept of: 'what now?'

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 1,500 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


Radnor Valley Country Club
555 Sproul Rd
Villanova, , PA


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