The Private Wealth Southeast Forum is the region's leading conference for RIAs, family offices, and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Alan McKnight Chief Investment Officer Regions Bank
Ross Bramwell Principal Homrich Berg
James Haley Managing Director—Private Client Group Dividend Assets Capital
Dan McNichol President Suncoast Equity
Mike Gregory Head of Research Biltmore Family Office
Steven Skancke Chief Economic Advisor Keel Point
David Doverspike Family Office Advisor Ronald Blue & Co.
Jeff Zipper Managing Director of Investments U.S. Bank
Christian Gannon Head of Investment Research First Citizens Bank
Sean O'Toole CEO 1776 Wealth
Aradhana Kejriwal Managing Partner Practical Investment Consulting
Michael Sluder Chief Investment Officer The Family Office at Synovus
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.
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
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
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.
|Early Bird II||01/23/22|
|Pre-Event Registration I||02/20/22|
|Pre-Event Registration II||03/27/22|
|Early Bird I||12/26/22|