The Private Wealth Northern California Forum is designed to bring together more than 75 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.
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Bobby Zheng Global Investment Research Analyst Wells Fargo Investment Institute
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Dorian Young Senior Portfolio Strategist Aperio Group
Nayan Lapsiwala Principal, Director of Wealth Management Aspiriant
Newlin Rankin Managing Director, Senior Fixed Income Portfolio Manager U.S. Trust
Thomas Abramo Vice President, Portfolio Manager Abbot Downing
Christopher Zand Director of Private Client Group Osterweis Capital Management
Erik Landsness Chief Executive Officer TAMCAP FO
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
James Demmert Founder, Managing Partner Main Street Research
Kevin Gahagan Principal Private Ocean
Gregory Taylor Regional Vice President Mercer Advisors
Sean Stannard-Stockton President, Chief Investment Officer Ensemble Capital Management
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
Tyler Brock Senior Wealth Advisor Beacon Pointe Wealth Advisors
Paul Boyd Managing Partner, Head of Investment Committee Clearpath Capital Partners
Katherine Campbell Founder, Partner North Berkeley Investment Partners
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.|
Program Manager / Investor Relations
Head of Real Estate Production
& Investor Relations