2017-12-12T00:00:00-0500

2017-12-12T00:00:00-0500

Private Wealth Southeast Forum Charlotte, NC | December 12, 2017 Request Agenda


The Private Wealth Southeast Forum is designed to bring together more than 100 capital allocators and wealth managers from North Carolina, South Carolina, Georgia, Alabama and Virginia for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

Key Discussion Topics

ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

    SUCCESSION PLANNING
    Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

    ASSET ALLOCATION
    Diversifying, growing returns, and understanding risk tolerance among private client investors.

    ALTERNATIVE INVESTMENTS
    Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?

    TRENDS & FUTURE OUTLOOK
    An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.

    FIXED INCOME
    Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.

    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.

    VENUE


    The Charlotte City Club
    121 West Trade Street
    Suite #3200
    Charlotte, NC
    United States 28202
    CLICK TO VISIT VENUE WEBSITE

    CONTACT

    HEAD OF PRIVATE WEALTH

    Paul Hamann

    Head of Private Wealth Group

    +1 347-308-7792

    Paul.Hamann@marketsgroup.org

    MARKETING MANAGER

    Karishna Perez

    Marketing Manager/ Investor Relations

    +1 646-216-8581

    Karishna.Perez@marketsgroup.org

    PROGRAM MANAGER

    Brian Intemann

    Program Manager / Investor Relations

    +1 347-352-8168

    Brian.Intemann@marketsgroup.org