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.
Steve Skancke Chief Investment Strategist Keel Point Advisors
Alan McKnight Chief Investment Officer Regions Bank
Rael Gorelick Partner, Head of Investments Biltmore Family Office
Ric Mayfield Managing Director, Manager Research SunTrust
Cam McElroy Senior Vice President, Principal LCG Associates
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Jonathan Winzeler Chief Investment Officer, Partner Sunburst Financial Group
Ann Zuraw President Zuraw Financial Advisors
Alan Conner President, Chief Compliance Officer NovaPoint Capital
Tom Balcom Founder 1650 Wealth Management
Bryan Taylor Chief Investment Officer Cornerstone Management
Joseph Sroka Chief Investment Officer NovaPoint Capital
Ross Bramwell Principal Homrich Berg
Russ Allen Chief Investment Officer Berman Capital Advisors
David Geller Co-Founder, Chief Executive Officer Joyn Advisors
Ford Donohue Director, Investments Homrich Berg
Ben Webb Director of Manager Selection, Implementation Balentine
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
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.
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.|