The Private Wealth New England Forum is designed to bring together more than 75 leading RIAs, family offices and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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.
KEYNOTE SPEAKERS
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Cooper Abbott, Chairman and President,Carillon Towers Advisers Cooper Abbott is chairman and president of Carillon Towers Advisers, a global multi-boutique, multi-channel asset manager. He is responsible for development and execution of strategy, organic/acquisitive growth and the cultivation of firm-wide culture focused on client-investment outcomes. Cooper has held a range of executive asset-management roles spanning infrastructure, risk, sales and investments. Previous experience includes private-equity investing, project finance and complex environmental-design projects. His insights on various investment related topics have appeared in a range of publications and broadcast outlets, including CNBC, WSJ, Institutional Investor, Fox Business and others. Cooper earned a B.A. with highest honors from Brown University and an MBA from the Wharton School of Business (University of Pennsylvania). He is also a member of Phi Beta Kappa, a Fulbright Fellowship recipient, and is a CFA charter holder as well as the Chartered Alternative Investments Analyst designation. |
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Key Discussion Topics
ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
SUCCESSION PLANNING
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.
ALTERNATIVE INVESTMENTS
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?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
IMPACT INVESTING
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
PRICING
| 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. |
VENUE
The Harvard Club of Boston- Back Bay
374 Commonwealth Avenue
Boston, MA
United States 02215
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