The 4th Annual 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 Managing Partner, Principal Miracle Mile Advisors
Ranjeet Guptara Vice President, Investment Strategist Wells Fargo
Reza Zamani Chief Executive Officer, Founding Partner 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
POLITICAL & GLOBAL MARKETS OUTLOOK
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 2019 and beyond?
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?
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND
REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 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.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|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.|
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