The 6th Annual Private Wealth Southeast Forum isdesigned 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 dayof networking and knowledge share. Our agenda will cover asset allocation,alternative investing, growing and passing on personal wealth as well asregulatory compliance and the current state of the financial marketplace andglobal economy. As this event is completely closed door and invitation only, ithas been designed to enable genuine peer-to-peer learning and networking forthe local HNW community.
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
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.