| 3rd Annual Private Wealth Southwest Forum |
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
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 2025 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering predictions for 2025. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND 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?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2025 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.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 03/19/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 05/21/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 07/16/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 10/03/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 12/03/25 |
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