The Private Wealth Northern California Forum is designed to bring together more than 100 capital allocators and wealth managers from the San Francisco Bay area 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.
Albert Gutierrez Partner and Portfolio Manager Atlas Capital Advisors LLC
Christopher Zand Director of Private Client Group Osterweis Capital Management
Greg Miller CEO & Co-Chief Investment Officer Wellesley Investment Advisors
Helen Dietz Director of Wealth Management and Principal Aspiriant
James Demmert Founder, Managing Partner Main Street Research
Justin Miller National Wealth Strategist BNY Mellon Wealth Management
Justina Lai Director of Impact Investing Wetherby Wetherby Asset Management
Keith McWilliams Partner and Head of the West Coast Region Evercore Wealth Management
Kevin Gahagan Principal Private Ocean
Kimberly Foss Founder and President Empyrion Wealth Management
Lisa Goldberg Director of Research Aperio Group
Matt Shibata Managing Partner and Chief Compliance Officer Morling Financial Advisors
Morris H. Noble Senior Vice President & Senior Investment Officer Northern Trust
Puneet Sahi Chief Investment Officer Coordinate Wealth
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Sean Stannard-Stockton President, Chief Investment Officer Ensemble Capital Management
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
Tim Freundlich President and Co-Founder ImpactAssets
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
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.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
|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.|