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.
KEYNOTE SPEAKERS
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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. |
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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. |
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Key Discussion Topics
ECONOMIC,
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?
EMERGING AND
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?
FIXED INCOME
INVESTMENTS
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.
EQUITIES AND
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.
ASSET
ALLOCATION
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.
PRICING
| Pre-Event Registration I | 1400 | 01/31/19 |
| Pre-Event Registration II | 1600 | 02/28/19 |
| Event Registration | 1850 | 03/27/19 |
VENUE
The Harvard Club of Boston- Back Bay
374 Commonwealth Avenue
Boston, MA
United States 02215
CLICK TO VISIT VENUE WEBSITE
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