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.
Thomas Abramo Vice President, Portfolio Manager Abbot Downing
Mariia Eroshin Senior Vice President and Private Client Advisor US Trust
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
Morris Noble Senior Vice President, Regional Senior Investment Officer Northern Trust
Simon Tryzna Director of Research ClearPath Capital Partners
Christopher Zand Director of Private Client Group Osterweis Capital Management
Helen Dietz Director of Wealth Management and Principal Aspiriant
Eric Thurber Managing Director Three Bridge Wealth Advisors
Puneet Sahi Chief Investment Officer Coordinate Wealth
James Demmert Founder, Managing Partner Main Street Research
Kevin Gahagan Principal Private Ocean
Peter Johnson Chief Executive Officer, Portfolio Manager Ashfield Capital Partners
Neel Patel President OM Pacific Capital
Sheldyon Dyck Chief Executive Officer Dyck Investments
Jake Block Director, Private Wealth Management Deutsche Bank Wealth Management
POLITICAL & GLOBAL MARKETS OUTLOOK
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 2019 and beyond?
OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND
REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|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.|