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.
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 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
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.
|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.|