A one day meeting of the largest family offices, private banks, and registered investment advisors based in Southern California. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Michael Wu Senior Family Investment Officer GenSpring Family Offices
Helen Dietz Director of Wealth Management and Principal Aspiriant
Carl Ludwigson Chairman, Director of Manager Research Bel Air Advisors
Darius Gagne Chief Investment Officer Abacus Wealth Partners
Anthony Glomski Principal and Founder AG Asset Advisory LLC
Sean Stannard – Stockton President and Chief Investment Officer Ensemble Capital Management
Puneet Sahi Co- Chief Investment Officer Palo Capital
Eric Barlow Managing Partner Andina Family Offices, LLC
Sheryl Rowling President Rowling & Associates
Scott Hanson President Hanson McClain Advisors
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
John Garlow President Cardiff Park Advisors
Mark Gordan Chief Investment Officer Wealth Architects
Michael Feldman Head of Wealth Management Union Bank
Brian Lahart Managing Director, Asset Management Abbot Downing
Randy Anderson PH.D., Chief Economist Griffin Capital Corporation
Jeffery Coyle Founder, Chief Investment Officer Monograph Wealth
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance–is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Private Wealth Group
Program Manager / Investor Relations