The Private Wealth New England 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 New England.
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.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in a two-dose vaccine or two weeks after the first dose in a one-dose vaccine.
Shannon Saccocia Chief Investment Officer Boston Private
Dan Silver Chief Executive Officer, President Adviser Investments
Patrick Barry Managing Partner Barry Investment Advisors
Paul Simons President Boston Private
Douglas Getty Regional Chief Investment Officer Abbot Downing
Paul Karger Co-Founder, Managing Director Twin Focus Capital Partners
Timothy Nash Principal, Chief Portfolio Strategist Aequitas Investment Advisors
David Hanson Senior Research Analyst Ballentine Partners
Kent Gladding Chief Investment Officer Washington Trust Wealth Management
Eric Henderson Chief Investment Officer East Horizon Investments
Matthew Schroeder Director of Wealth Planning Great Point Wealth
Stephen Johnson Vice President, Portfolio Manager Adviser Investments
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Opening Bell: Asset Allocation and Macroeconomic Outlook
Despite the deep impact of COVID-19 on the economy overall, investments and the financial markets have continued to outperform expectations. There were substantial changes in the movement of goods, services and people around the world, but the intrinsic characteristics of global markets have allowed economies to endure. The emerging disconnect between the real U.S. economic order and the financial markets as well as inflation risk, ESG trends and asset allocation strategies will be discussed in this session.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
From Golden Age to ‘Return-Free Risk’
The golden age of fixed income is over. COVID-19 fueled bond divestment into a liquidity crunch, not to mention price dislocation---even for the U.S. Treasury market. The iShares Core U.S. Aggregate Bond ETF returned negative 2 percent, while the U.S. Federal Reserve Board is expected to lift the short-term interest rate. Our fixed income panel will examine where to find return in the midstream energy and telecommunication sector, as well as convertible issuance and junk debt.
Did COVID-19 Help or Hurt Active Management?
The decade of 2009 through 2019 coincided with the longest Bull Market in America: the Dow Jones Industrial Average reached 28,000, Netflix returned 4,000 percent and indexing outperformed active management. But the March 2020 stock market crash and COVID-19 global economic recession led to a substantial—though uneven—rebound. Our global equity panel will discuss the S&P 500 finishing at 18 percent and join the industry debate between passive investing versus active management, as well as sector fund selection and rotation.
Real Estate and Real Asset is Re-adapting to COVID-19
Is less office space—plus increased working from home—disrupting investment in the fourth major asset class, real estate? The aggregate value of private real estate (and private real estate debt) dropped to half in 2020, but as healthcare and retail continue to struggle in 2021, residential has become the leading sector with $17 billion in deal-flow. Our private real estate session will discuss how the industry can thrive despite the economic and social pressure.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
High-Net-Worth Administration and Preservation
The high-net-worth (HNW) clientele have made environmental, social and governance (ESG) part of private wealth. But how has ESG worked out in long-term estate and trust planning? Our HNW roundtable will discuss the role of ESG as well as client demand and service.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
|Early Bird I||1,000||11/21/21|
|Early Bird II||1,300||12/19/21|
|Pre-Event Registration I||1,600||01/16/22|
|Pre-Event Registration II||1,900||02/20/22|