The 6th Annual Private Wealth Southern California Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Southern California.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
Shawne Merriman, Founder, LightsOutXF
Shawne “Lights Out” Merriman has built a powerful brand as a professional athlete, entrepreneur, entertainment/sports host, and philanthropist. A first round draft pick for the San Diego Chargers in 2005, Shawne was named Defensive Rookie of the Year in the NFL. Shawne is the founder and CEO of Lights Out Brand, his athletic performance line and his real estate and development projects in San Diego include a multi-million dollar real estate development. Shawne also co-founded Lights Out Xtreme Fighting (LXF)—MMA events focused on developing the next great stars of MMA.
Bennie Warren Fowler, Founder, President, Infinite Potential LTD
Bennie Warren Fowler, III, is a Partner at Portocol business strategies and an eight-year veteran of the National Football League. He began his career as an undrafted free agent signed by the Denver Broncos in 2014. Bennie was a member of the 2016 Denver Broncos Super Bowl 50 Championship Team and may best be remembered for having hauled in the final pass to Peyton Manning. Bennie was most recently a member of the San Francisco 49ers organization. Since 2019, Bennie has worked with over 150 small business owners to assist in the elevation of performance consistently over time.
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Douglas Foreman Chief Investment Officer Kayne Anderson Rudnick Wealth Advisors
Carl Ludwigson Director of Manager Research Bel Air Advisors
Andy Edstrom Investment Committee Member, Financial Advisor Wescap Group
Stephen Todd Senior Vice President, National Manager – Commercial Real Estate Northern Trust
Amit Josef Manager of Planning & Wealth Organization Avitas Wealth Management
Puneet Sahi Chief Investment Officer Coordinate Wealth
Jodi Vleck Founder, Chief Executive Officer Beta Wealth Group
Erik Ridgley Chief Executive Officer, Chief Investment Officer Salem Partners Wealth Management
Allen Kim Director – Manager Research & Investment Solutions Kayne Anderson Rudnick Investment Management
Eleftherios Monis Managing Director, Head of Research ICG Advisors
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
The stock market has fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns. Is this being halted by the outbreak of COVID-19?
Family Office Views on Wealth, Risk and Investments
The geopolitical and financial worlds are changing rapidly and are requiring investors to reassess their allocation strategies. COVID-19 leads to a higher need for risk management.
|Early Bird I||1,000||01/08/22|
|Early Bird II||1,300||02/05/22|
|Pre-Event Registration I||1,600||03/05/22|
|Pre-Event Registration II||1,900||04/09/22|