2020-04-21T00:00:00-0400

2020-04-20T00:00:00-0400

6th Annual Private Wealth Southeast Forum Atlanta, GA | April 21, 2020 Request Agenda


The 6th Annual Private Wealth Southeast Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW 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.


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Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.

Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK 
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 INVESTING
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 STRATEGIES
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. 

ASSET ALLOCATION
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. 

PRICING

Early Bird $800 12/18/19
Level 1 $1,100 01/24/20
Level 2 $1,400 02/21/20
Level 3 $1,700 03/27/20
Level 4 $2,000 04/22/20

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