A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Connecticut, Rhode Island, Massachusetts, Vermont, New Hampshire and Maine. The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary.
Jeffrey Mortimer Director of Investment Strategy - BNY Mellon Wealth Management BNY Mellon-Wealth Management
Steven Mula Chief Investment Officer JJ Burns & Company
Avi Cohen CFO & CIO Rappaport Family Office & Foundation
George Kimball Chief Investment Officer Kimball Capital Management
Lisa Garcia Chief Risk Officer Atlantic Trust Private Wealth Management
Paul Karger Co-Founder and Managing Director Twin Focus Capital Partners
Patrick Barry Managing Partner Barry Investment Advisors
Michael Robbins Chief Investment Officer Spruce investment Advisors
Clarence H. (K.C.) King, III, CFA, CIC Managing Director Boston Financial Management
Thomas Manning Chief Executive Officer & President F.L.Putnam Investment Management Company
Carroll W. Principal Charles Carroll Financial Partners
Paul Lonergan President Congress Wealth Management
Gary Domoracki Managing Director/Investments Stifel Financial Corp.
John W. Donovan Managing Director and Head of Trading and Fixed Income U.S. Trust
Mitchell Goldfeld Director Wealth Management & Director of Portfolio Management RPg Family Wealth Advisors
Richard Barrett Partner & Chief Investment Officer Congress Wealth Management
David Shephard Managing Member & Co-Chief Executive Officer Shepherd Kaplan
Janice Forgays; JD, CLU Estate and Wealth Management Counsel PRW Wealth Management
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high-end advisor.
|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.|
Head of Private Wealth Group