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
Tony Welch Chief Investment Officer SignatureFD
Todd Jones Chief Investment Officer Gratus Capital
David Doverspike Senior Family Office Planning Specialist Ronald Blue & Co.
Jeff Zipper Managing Director of Investments U.S. Bank
Elena Vasilescu Managing Director Pathstone
James Haley Managing Director—Private Client Group Dividend Assets Capital
Michael Sluder Chief Investment Officer The Family Office at Synovus
Sean O'Toole CEO 1776 Wealth
Susie Wang Director, Investment Strategy Team Balentine
Lawrence Sprung Founder, Wealth Advisor Mitlin FInancial
Doug Asiello Strategy Director, Research Analyst Crawford Investment Counsel
Stephen Colavito Chief Investment Officer Perigon Wealth Management
Alan Conner President NovaPoint Capital
Steven Skancke Chief Economic Advisor Keel Point
Wendy Rogers Chief Family Officer Gleneagles Group
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
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 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors
considering predictions for 2023.
Aside from energy, where are the biggest opportunities? Will ESG be affected as
volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
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 accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 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.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth
managers need to ensure that their asset allocation strategies and wealth
management services are looking towards a better future.
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 |
