The Private Wealth Southern California Forum is designed to bring together more than 75 capital allocators and wealth managers from the Orange County area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Charles Rodgers Regional Chief Investment Officer Abbot Downing
Stephen Marshall Director, Head of Asset Allocation Beacon Pointe Advisors
Carl Ludwigson Director of Manager Research Bel Air Advisors
Jonathan Figlin Managing Director Mozaic
Brian Perry Managing Director, Director of Research Pure Financial
Steven Lockshin Founder, Principal AdvicePeriod
Robert Prion Senior Portfolio Strategist, Executive Director UBS Wealth Management
Anthony Glomski Principal and Founder AG Asset Advisory LLC
Jeff Witt Head of Research Private Asset Management
Duncan Rolph Principal, Managing Partner Miracle Mile Advisors
Ranjeet Guptara Vice President, Investment Strategist Wells Fargo
Reza Zamani Founding Partner, Chief Executive Officer Steel Peak Wealth Management
Lantz Bell Managing Partner, Senior Portfolio Manager Bell & Brown Wealth Management
Paul Hynes President, Chief Executive Officer Hearthstone Private Wealth Management
Mark Maxson Head of Investments - Western Region South Citi Private Bank
Nithin Johnson Head of Americas Private Equity Group Citi
Tucker Twitmyer Senior Vice President FS Investments
Geir Watland Senior Consultant Broadmark Capital
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?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
|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.|