The Private Wealth Southwest 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 the Southwest region.
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.
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Key Discussion Topics
Navigating Markets in 2025: Investment Strategies and Macroeconomic Outlook
Investors are faced with the imperative challenge to construct resilient portfolios in the face of economic shifts and market volatility. Panelists will share their perspectives on where opportunities lie and the potential pitfalls to avoid in the pursuit of optimal asset allocation.
Effectively Investing Through Alternative Markets; Diversification & Returns
The panel brings together leading alternatives investors and allocators to share the role private equity, private debt, venture capital and more play in their portfolios.
State of the Industry: Real Estate Markets in 2025 and Beyond
In this panel discussion, both asset owners and fund managers will share their perspectives on the domestic real estate market and forecasts for the years ahead.
Fixed Income: Trends Shaping Today’s Landscape
How are investors strategizing around rate movement in 2025 and what considerations should fixed-income investors prioritize in navigating this shifting economic terrain?
Mastering Alternative Investment Portfolio Construction
Our panelists will delve into the key factors involved in constructing an alternatives allocation, utilizing strategies across the entire spectrum of alternatives, including private equity, private credit, and liquid alternatives.
Maximizing Returns: Strategies for Investing in Equity Markets
Panelists will delve into various approaches, including fundamental analysis, technical indicators, thematic investing, and sector rotation, as well as discuss their outlook on the emerging markets.
Practice Management & The Future of Wealth Management
Join our panel of thought leaders as they discuss the future of wealth management and key practice management topics, including but not limited to: enhancing client relationships through technology, navigating regulatory changes, succession planning, attracting and retaining talent, and engaging the next generation.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 03/19/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 05/21/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 07/16/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 10/03/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 12/03/25 |
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