The Private Wealth Southeast Forum is designed to bring
together 75 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.
Please note only corporate email addresses will be accepted.
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.
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.
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. |
Buckhead Club
3344 Peachtree Rd NE
Suite 2600
Atlanta , GA
United States 30326
CLICK TO VISIT VENUE WEBSITE