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
David Regan Regional Head of Investment J.P Morgan
Michael Dow Chief Investment Officer Beacon Pointe
Laura Tarbox Founder, Chief Executive Officer Tarbox Family Office
Steve Braverman Co-Chief Executive Officer Pathstone
Erik Ridgley Chief Executive Officer, Chief Investment Officer Salem Partners Wealth Management
Carolyn Taylor Founding Partner, President Weatherly Asset Management
Duncan Rolph Principal, Managing Partner Miracle Mile Advisors
Todd Walsh Chief Executive Officer Alpha Cubed Investments
Jodi Vleck Founder, Chief Executive Officer Beta Wealth Group
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Reza Zamani Founding Partner, Chief Executive Officer Steel Peak Wealth Management
Brian Lloyd Chief Executive Officer West Coast Financial
Greg Satz Principal Avitas Wealth Management
Puneet Sahi Chief Investment Officer Coordinate Wealth
Adam Phillips Partner, Director of Portfolio Strategy PW Wealth Advisors
Ayako Yoshioka Director of Equity Investments, Senior Vice President Oakwood Capital Management
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
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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