The Private Wealth Pacific Northwest Forum is a yearly, invitation-only investor education and professional networking event made available to a select group in charge of allocating and managing high-net-worth capital in the region. Markets Group has collaborated with the leading family office personnel as well as the top fee-only investment adviser community from Oregon, Washington and the surrounding area for a day-long series of panel discussions as unique as the US Pacific Northwest itself.
Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and global economy.
SPEAKERS
Gino Perrina Chief Investment Officer Laird Norton Wealth Management
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Jason Norris Executive Vice President, Research Ferguson Wellman Capital Management
Teresa Wells Managing Director, Investment Strategy Tiedemann Advisors
Dave Nute Chief Executive Officer, Principal Arnerich Massena
Gary Furukawa Founder, Chief Investment Officer Freestone Capital Management
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Michelle Mathieu Chief Executive Officer and Chief Investment Officer Fulcrum Capital
Bob Toomey Vice President, Director of Research S.R. Schill & Associates
Michael Radakovich Founder & Chief Executive Officer Summit Advisors
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
Erik Lehr Chief Investment Officer Empirical Wealth Management
Mark Castelin Director, Investment Advisory Services CTC | myCFO
Matt Keefe Chief Investment Officer, Senior Financial Advisor Columbia River Advisors
Paul Perez Partner, Senior Advisor Delegate Advisors
Joel Peterson Senior Vice President, Private Client Advisor US Trust
Kyle McCoy Vice President, Private Wealth Goldman Sachs
Ian Kerrigan Managing Director, Pacific Northwest, J.P. Morgan Private Bank
SPONSORS
MEDIA & INSTITUTIONAL PARTNERS
REQUEST AGENDA
Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
- Defining the Pacific Northwest high-net-worth community and its relationship to global finance
- Separating fact from fiction with Trumpanomics
- Brexit and the global anti-market backlash
- Alpha generation versus hedge fund indexation and replication
- Regulatory change and the fate of the Department of Labor fiduciary standard rule
- 'Retail' private equity and its lowered barrier to entry
- Middle-market debt, private lending and more...
PRICING
| 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. |
