The 5th Annual 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.
Joel Greenblatt Managing Principal and Co-Chief Investment Officer Gotham Asset Management
Ford Donohue Director, Investments Homrich Berg
Ross Bramwell Principal Homrich Berg
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
Greg Silberman Chief Investment Officer ACG Wealth
David Geller Co-Founder, Chief Executive Officer Joyn Advisors
Michael Woocher Managing Director Bernstein Private Capital Management
Todd Jones Director of Investments Gratus Capital
David Doverspike Family Office Planning Specialist Ronald Blue & Co.
Ric Mayfield Managing Director, Manager Research SunTrust
Roger Ward Chief Investment Officer TrueWealth Management
Alan McKnight Chief Investment Officer Regions Bank
Jeff Zipper Managing Director of Investments U.S. Bank
Cam McElroy Senior Vice President, Principal LCG Associates
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Ann Zuraw President Zuraw Financial Advisors
Joseph Sroka Chief Investment Officer NovaPoint Capital
James Russo Founder, Chief Investment Strategist Altrius Capital Management
ECONOMIC, POLITICAL & GLOBAL MARKETS
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 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE
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 accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT
With volatility expected to continue throughout 2019 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|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.|