The Private Wealth Mountain States Forum is designed to bring together more than 75 capital allocators and wealth managers from the area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Jonathan Duong President Wealth Engineers
Harlan Flint Principal LongView Asset Management
Gary Fowler Managing Director Bank of the West
Joseph Griffin President, Chief Operations Officer TrueNorth Wealth
John Hanley Managing Director JP Morgan
Debbie Herz Huttner President Pearl Wealth
Kyle Kersting Director of Investments Janiczek Wealth Management
Edward Kleist Regional Managing Director BNY Mellon Wealth Management
Shane Morrow Managing Partner Ironbridge Wealth Management
Randy Norton Managing Partner Green Mesa Capital
Scott Pearson Senior Portfolio Manager Northern Trust
John Rice Chief Investment Officer KeatsConnelly
John Sawyer Chief Investment Officer First Western Trust
Michael Serio Regional Chief Investment Officer, Mountain Northwest Wells Fargo Private Bank
Ron Speaker Chief Executive Officer Equus Private Wealth Management
Kurt Spieler Chief Investment Officer First National Bank
Sean Powers Chief Investment Officer All Season Financial Advisors
Christopher Williams Managing Director CIBC Private Wealth Management
POLITICAL & GLOBAL MARKETS OUTLOOK
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 2019 and beyond?
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?
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND
REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|