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.
Dr. James Smith Chief Economist Parsec Financial Management, Inc
Steve Skancke Chief Investment Strategist Keel Point Advisors
Rael Gorelick Partner, Head of Investments Biltmore Family Office
Rob Ragsdale Partner Balentine
Ric Mayfield Managing Director, Manager Research SunTrust
Michael Woocher Managing Director Bernstein Private Capital Management
Bryan Taylor Chief Investment Officer Cornerstone Management
Cam McElroy Senior Vice President, Principal LCG Associates
Daniele Donahoe CEO and CIO Rinehart Wealth & Investment Advisory
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Charlie Douglas Partner, Director of Wealth Planni Cedar Rowe Partners
Giles Almond President Matrix Wealth Advisors
Jonathan Winzeler Chief Investment Officer, Partner Sunburst Financial Group
Warren Barnett President Barnett & Company
Keith Johnson Managing Partner & Chief Investment Officer Integras Partners LLC
Ann Zuraw President Zuraw Financial Advisors
Alan Conner President, Chief Compliance Officer NovaPoint Capital
Tom Balcom Founder 1650 Wealth Management
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.|
Head of Private Wealth Production & Investor Relations
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Program Manager / Investor Relations