The 8th Annual Private Wealth Southeast Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Southeast based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Advisory Board
Laura LaTourette, Founder, Family Wealth Management Group
Katherine Dunlevie, President and CEO of the Family Office, Synovus
Aradhana Gupta Kejriwal, Managing Partner, Practical Investment Consultants
Brian O'Neill, President, Cahaba Wealth Management
SPEAKERS
Ross Bramwell Principal Homrich Berg
James Haley Managing Director—Private Client Group Dividend Assets Capital
Dan McNichol President Suncoast Equity
Brian O'Neill President Cahaba Wealth Management
David Doverspike Senior Family Office Planning Specialist Ronald Blue & Co.
Jeff Zipper Managing Director of Investments U.S. Bank
Christian Gannon Director of Investments Twickenham Advisors
Aradhana Kejriwal Managing Partner Practical Investment Consulting
Michael Sluder Chief Investment Officer The Family Office at Synovus
Brian O'Neill President Cahaba Wealth Management
Sean O'Toole CEO 1776 Wealth
Todd Jones Chief Investment Officer Gratus Capital
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
PRICING
| Early Bird I | 1,500 USD | 12/30/22 |
| Early Bird II | 1,900 USD | 01/20/23 |
| Pre-Event Registration I | 2,200 USD | 02/17/23 |
| Pre-Event Registration II | 2,600 USD | 03/17/23 |
| Event Registration | 3,000 USD | 04/26/23 |
