The 5th Annual Private Wealth New England Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region 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.
Steve Pagliuca, Co-Chair, Bain Capital, Co-Owner, Boston Celtics
Steve Pagliuca is Co-Chair of Bain Capital, a leading global private investment firm with over $105 billion in assets under management. He also serves as the global head of Bain Capital Private Equity’s technology, media, and telecommunications vertical and financial services vertical.
Since joining the firm in 1989, Mr. Pagliuca has played a leading role in a wide spectrum of prominent technology, media, telecommunications and financial services businesses in which Bain Capital Private Equity has made investments. Prior to joining Bain Capital, Mr. Pagliuca was at Bain & Company where he advised many Fortune 500 companies on business strategy and growth initiatives.
Mr. Pagliuca is a Managing General Partner and co-owner of the Boston Celtics. He is also active in a number of charitable and civic activities. Mr. Pagliuca is President of the Boston Celtics Shamrock Foundation, Chairman of the Massachusetts Society for the Prevention of Cruelty to Children (MSPCC) and is a board member of Bain Capital Children's Charity. Mr. Pagliuca is a member of the Harvard Business School Board of Dean’s Advisors. He is also a member of the Duke University Board of Trustees.
Cooper Abbott, CFA, Chairman, President, Carillon Tower 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.
Eric Henderson Chief Investment Officer East Horizon Investments
Robert Lutts President, Chief Investment Officer Cabot Wealth Management
Patricia Schneider Senior Portfolio Manager Middleton & Company
Steve Skancke Chief Investment Strategist Keel Point Advisors
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Gary Domoracki Managing Director/Investments Stifel Financial Corp.
Eric Godes President, Chief Operating Officer Daintree Advisors
Matthew Schroeder Director of Wealth Planning Great Point Wealth
Kimberly Clouse Founder, Chief Executive Officer Via Global Advisors
Lou Conrad CFA, President COMPASS Wealth Management
Douglas Getty Regional Chief Investment Officer Abbot Downing
Timothy Nash Principal, Chief Portfolio Strategist Aequitas Investment Advisors
Nina Streeter Director Abbot Downing
Ric Mayfield Managing Director, Manager Research SunTrust
Frederick Lake Co-Founder, Chairman, Portfolio Manager Lake Partners
Elliot Herman Partner, Chief Investment Officer PRW Wealth Management
John Prescott Managing Director, Family Office Services Shepherd, Kaplan, Krochuck
Ann Zuraw President Zuraw Financial Advisors
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.
|Pre-Event Registration I||$1400||01/31/19|
|Pre-Event Registration II||$1600||02/28/19|
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