The Private Wealth Tri-State Forum is designed to bring together more than 75 capital allocators and wealth managers from New York, New Jersey and Connecticut for a day of networking and knowledge share.
Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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.
Brandon Laughren Chief Investment Officer The Laughren Group
Jonathan Barbato Head of Manager Selection Geller Family Office Services
Adi Divgi President & Chief Investment Officer EA Global LLC (US)
Karim Ahamed Partner HPM Partners LLC
Ira Perlmuter Founder, Head of Family Office T5 Equity Partners
Gregory Curtis Chairman & Managing Director Greycourt & Company
Carol Pepper Founder and Chief Executive Officer Pepper International LLC
Jenny Van Leeuwen Harrington Chief Executive Officer, Portfolio Manager Gilman Hill Asset Management
Robert Borden Chief Executive Officer, Chief Investment Officer Delegate Advisors
Steven Turi Managing Partner & Chief Investment Officer Skyview Advisors
Mark Martiak Vice President, Senior Wealth Strategist Premier Wealth Advisors
Ronen Schwartzman Founder, Chief Investment Officer Ten Capital Advisors
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Mark Luschini Chief Investment Strategist Janney Montgomery Scott
Michael Miller Co-Chief Investment Officer Wellesley Investment Advisors
David Carter Chief Investment Officer Lenox Wealth Advisors
Lori Van Dusen Founder LVW Advisors
Mark McCarron Managing Director of Investment Strategy Pitcairn
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Private Wealth & Alternatives Group
Marketing Manager/ Investor Relations
Head of Private Wealth Investor Relations