The 6th Annual Private Wealth Northern California Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Northern California.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
Michael Cole, Managing Partner, R360
MICHAEL A. COLE is an industry veteran with more than 20 years of experience building successful wealth
management firms. In addition, he has worked with almost 1000 families personally in helping them
navigate successfully through the strategic and tactical issues of managing multi-generational wealth.
Currently, Michael serves a Managing Partner for R360 which is an innovative by invitation only
membership group of strategic wealth creators and their families. Prior to co-founding R360, Michael retired as the CEO of Cresset Asset Management, an SEC Registered
Investment Advisor. After just two years under his leadership, Cresset joined the ranks as one of the top 25
RIAs in the country. Before joining Cresset, he held the position as the founder and the leader of Ascent
Private Capital Management of U.S. Bank, an award-winning multi-family office that he developed into one
of the fastest growing MFOs in the industry. Prior to Ascent, Michael worked at Wells Fargo, developing the
initial business plan and heading up what is now called Abbot Downing which is among the largest MFOs in
the country. Earlier in his career, Michael was president of Merrill Lynch Trust Company.
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Lily Taft Portfolio Manager, Member of Investment Policy Committee Main Street Research
Brett Horton Managing Director, Portfolio Manager of Alternative Investments Paris- Roubaix Group
Ken Frier Chief Investment Officer Atlas Capital Advisors
Justin Miller Partner, National Director of Wealth Planning Evercore Wealth Management
Anil Daryani Senior Vice President, Deputy Chief Investment Officer, Americas HSBC Global Private Banking
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||02/11/22|
|Early Bird II||1,300||03/11/22|
|Pre-Event Registration I||1,600||04/08/22|
|Pre-Event Registration II||1,900||05/13/22|