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:
*Fully vaccinated means two weeks after the second dose in a two-dose vaccine or two weeks after the first dose in a one-dose vaccine.
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
Jodi Vleck Founder, Chief Executive Officer Beta Wealth Group
Sandip Bhagat Chief Investment Officer Whittier Trust Company
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
Stephen Seo Chief Investment Officer RVW Wealth
Gary Post Investment Partner, Private Equity Andina Family Offices
Kevin Gahagan Principal Private Ocean
Anthony Glomski Principal and Founder AG Asset Advisory LLC
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|