The 10th 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.
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Key Discussion Topics
Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook
The financial landscapes continue to evolve in an era marked by unprecedented global events. Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility.
Effectively Investing Through Private Markets; Diversification & Returns
As investors search for additional sources of revenue and methods for portfolio diversification in the volatile and changing environment, private markets stand out as an area of opportunities.
State of the Industry: Real Estate Markets in 2025 and Beyond
Real estate markets have seen tsunami-level tide changes over the last four years. With office back in play and residential under a watchful lens, allocators are reevaluating their real estate portfolios.
Fixed Income: Trends Shaping Today’s Landscape
Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. Government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios.
Mastering Alternative Investment Portfolio Construction
As traditional portfolio models encounter new challenges, investors are moving away from the conventional 60/40 model in favor of strategies that enhance diversification, manage risk, and uncover new growth opportunities.
Maximizing Returns: Strategies for Investing in Equity Markets
In today's dynamic financial landscape, achieving substantial returns in equity markets requires adept strategies and informed decision-making.
Practice Management & The Future of Wealth Management
The wealth management industry is continually transforming, and investors must evolve their practices to stay ahead of the curve and meet the needs of high-net-worth clients.
REGISTRATION
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.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 11/03/24 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 12/24/24 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 01/29/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 02/20/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 03/12/25 |
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