The 7th 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.
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
Eric Goodbar Managing Director, Family Wealth BNY Mellon Wealth Management
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Stephen Biggs Managing Director, Head of Alternative Investments The Mather Group
Helen Dietz Director of Wealth Management and Principal Aspiriant
Puneet Sahi Chief Investment Officer Coordinate Wealth
James Demmert Founder, Managing Partner Main Street Research
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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
|Early Bird I||1,500 USD||12/28/22|
|Early Bird II||1,900 USD||02/03/23|
|Pre-Event Registration I||2,200 USD||03/31/23|
|Pre-Event Registration II||2,600 USD||05/26/23|
|Event Registration||3,000 USD||06/06/23|