2018-06-14T00:00:00-0400

2018-06-14T00:00:00-0400

3rd Annual Private Wealth Southern California Forum Los Angeles, CA | June 12, 2018 Request Agenda


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.


REQUEST AGENDA

Key Discussion Topics

ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS
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.

IMPACT INVESTING
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?

PRICING

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.

VENUE


Omni Los Angeles Hotel at California Plaza
251 S Olive St
Los Angeles, CA
United States 90012
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH GROUP

Michelle Quilio

Head of Real Estate Production & Investor Relations

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org

MARKETING

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Brian Intemann

Program Manager / Investor Relations

+1 347-352-8168

Brian.Intemann@marketsgroup.org

SPONSORSHIP SALES

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org

SPONSORSHIP SALES

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org