The Private Wealth Mountain States Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was 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 from across the Mountain States..
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 has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Blair Braden Managing Principal & Co-Founder Denver Wealth Management, Inc.
Jeffrey J. Burney Chief Client Officer RMB Capital
Jacqueline Campbell President & Chief Executive Officer Alexander Legacy Private Wealth Management
Michelle Clements Board Member Synergy Trust Partners
Michael Dodds Managing Partner Dodds Wealth Management Group
Charlie Dunn Chief Executive Officer Intergy Private Wealth
Ed Durica III Chief Investment Officer, Portfolio Manager Johnston & Associates, Inc.
Jennifer Kenning Co-Founder & Chief Executive Officer Align Impact
John Magee Managing Director Bank of America Private Bank
Dan McGilvray Senior Wealth Advisor Beacon Pointe
Craig Metrick Managing Director Pathstone
Kenny Pitman Director, Alternative Investments Mercer
Scott Pearson Regional Senior Investment Officer Northern Trust Wealth Management
Ned Rollhaus Partner Matter Family Office
Michael Serio Director of Wealth Management Ashton Thompson Private Wealth
Sloan Smith Principal, Director of the Due Diligence Group Innovest Portfolio Solutions
Lawrence D. Sprung Founder, Wealth Advisor Mitlin Financial, Inc.
Shaun Williams Partner, Private Wealth Advisor Paragon Capital Management
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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||01/20/23|
|Early Bird II||1,900 USD||03/24/23|
|Pre-Event Registration I||2,200 USD||05/19/23|
|Pre-Event Registration II||2,600 USD||08/06/23|
|Event Registration||3,000 USD||09/29/23|