The 6th Annual Private Wealth Southeast Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Southeast.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
D.J. Reader, Defensive End, Houston Texans
D.J. Reader is the Houston Texans nominee for the Walter Payton NFL Man of the Year award. The Texans fourth-year defensive line-man will now be eligible to win the national award, considered one of the league’s most prestigious honors. The Walter Payton Man of the Year award recognizes an NFL player for outstanding community service activities and excellence on the field. Reader, selected in the fifth-round of the 2016 NFL Draft, has played in 59 games with 50 starts. Through 13 games this season, the Clemson alum has set a single-season record in tackles for loss (6), sacks (2.5) and quarterback hits (11). Earlier this season, Reader was named the Texans 2019 Spirit of the Bull award winner, awarded each year to a player who makes a big impact on the field, as well as in the community. Reader has been the face of the Texans NFL Play 60 campaign and actively supports the National Kidney Foundation, after losing his father, David, to kidney failure.
Stephone Anthony, Line Backer, New Orleans Saints
Stephone Anthony is in his sixth year as the outside linebacker with the New Orleans Saints. He played college football at Clemson University. Anthony was selected in the first round (31st overall) in the 2015 NFL Draft by the New Orleans Saints. The pick originally belonged to the Seattle Seahawks and was traded to the Saints in the Max Unger and Jimmy Graham trade. On May 12, 2015, the Saints signed him to a four-year, $7.73 million dollar contract with $6.24 million guaranteed and a signing bonus of $3.38 million. Stephone finished his rookie season breaking the Saints rookie record with 112 tackles, one sack, one interception and two force fumbles. He was the first NFL player under the new rules to return an extra point for a safety. Anthony was also named to the Pro Football Writers Association's all-rookie team. The following year the team moved him to strongside linebacker a position he never played before and then was traded to the Dolphins in 2017. In 2019, the Saints picked up Stephone as a free agent and although he is now an unrestricted free agent, he is expected to return to the Saints for another year.
Ford Donohue Director, Investments Homrich Berg
Ross Bramwell Principal Homrich Berg
Greg Silberman Chief Investment Officer ACG Wealth
Michael Woocher Managing Director Bernstein Private Capital Management
David Doverspike Family Office Planning Specialist Ronald Blue & Co.
Ric Mayfield Managing Director, Manager Research SunTrust
Alan McKnight Chief Investment Officer Regions Bank
Eric Teal Chief Investment Officer, Managing Partner Queens Oak Advisors
Scott Kays Founder, President Kays Financial Advisory Corporation
Ben Webb Director of Manager Selection, Implementation Balentine
Todd Jones Director of Investments Gratus Capital
Joseph Sroka Chief Investment Officer NovaPoint Capital
Roger Ward Chief Investment Officer TrueWealth Management
Michael Sluder Chief Investment Officer The Family Office at Synovus
John Wolff Managing Director Wealthspire Advisors
Kevin Woods Managing Partner, Chief Investment Officer Asset Preservation Advisors
Shane Coldren Director, Senior Portfolio Manager Abbot Downing
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.