The 8th Annual Private Wealth New England Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of New England based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Steve Pagliuca, Senior Advisor, Bain Capital
Mr. Pagliuca is a Senior Advisor at Bain Capital, a leading global investment firm based in Boston with approximately $160 billion in assets under management. He is a co-owner and Managing General Partner of the World Champion Boston Celtics and serves on the NBA Board of Governors. Steve is also co-owner and co-chairman of the Serie A professional football club, Atalanta Bergamasca Calcio. Mr. Pagliuca has been recognized for his many significant philanthropic efforts and contributions. He is the recipient of several awards for his contributions to leadership and commitment to numerous nonprofits in Boston and beyond. Mr. Pagliuca is also a frequent contributor on television, radio and print media to provide commentary focusing on global economic issues. Mr. Pagliuca received a B.A. from Duke University in 1977 and an M.B.A. from the Harvard Business School in 1982.
Bill Weld, Strategic Advisor, Baleon Capital and 68th Governor of Massachusetts
Bill Weld was appointed United States Attorney for Massachusetts by President Ronald Reagan in 1981 and served for five years in that position. In 1986 President Reagan appointed him as Assistant Attorney General of the United States in charge of the Criminal Division of the Justice Department in Washington DC. In 1990, Bill was elected the first Republican Governor of Massachusetts in twenty years. He was re-elected in 1994 with 71% of the vote and was followed in office by four Republican Governors.
After serving as partner in charge of the New York office of a large international law firm, Bill raised two private equity funds aggregating $600 million. He currently serves as a Senior Advisor to Baleon Capital, a private equity firm focused on early growth investments in health care and technology. Bill returned to politics in 2016, receiving four and a half million votes as the Vice Presidential candidate of the Libertarian Party. In 2019–2020, he ran in Republican primary elections against incumbent President Donald Trump.
Bill was educated at Harvard College (BA, summa cum laude); Oxford University (Diploma in Economics, with distinction), and Harvard Law School (JD, cum laude). He lives in Massachusetts and maintains offices in Boston, New York, and Washington, DC.
Daniel Kern Chief Investment Strategist TFC Financial Management
Gabrielle Clemens Managing Director RBC Wealth Management
Elliot Herman Partner, Chief Investment Officer PRW Wealth Management
Fred Lane Owner, Founder Lane Generational
Peter Phillips Senior Vice President, Chief Investment Officer Washington Trust Advisors
Joseph Powers Chief Investment Officer Ropes Wealth
Maria Egan Vice President and Shareholder Engagement Director Reynders, McVeigh Capital Management
Whitney Pearce Fitts Senior Vice President Appleton Partners
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Timothy Nash Principal, Chief Portfolio Strategist Aequitas Investment Advisors
Allen Harris Chief Executive Officer, Chief Investment Officer Berkshire Money Management
Paul Karger Co-Founder, Managing Director Twin Focus Capital Partners
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.
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
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 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors making predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternative 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 accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in public markets, investors with an 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.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking toward a better future.
|Early Bird I||1,500 USD||01/06/23|
|Early Bird II||1,900 USD||02/17/23|
|Pre-Event Registration I||2,200 USD||03/17/23|
|Pre-Event Registration II||2,600 USD||04/21/23|
|Event Registration||3,000 USD||05/10/23|