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 regional 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 Southeast region.
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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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.