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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KEYNOTE SPEAKERS
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John R. Selby , Managing Director, Thiel Capital John R. Selby (Jack) is a technology, finance and independent film entrepreneur. His primary role is as
Managing Director at Peter Thiel’s family office, Thiel Capital, in Los Angeles, California. He is also
Founder and Managing Partner at AZ-VC, the largest venture capital firm in Arizona.
As a “PayPal Mafia” member, Jack co-founded, along with Peter, Clarium Capital Management, a
macro hedge fund after selling PayPal to eBay in October 2002. At PayPal, Jack joined as an
original employee and later served as a Corporate Officer/Senior Vice President, overseeing the
company’s international and corporate operations.
As an active technology investor and advisor, Jack is involved with notable companies such as
SpaceX, Palantir, Affirm, Blend, OfferPad, Myeloid Therapeutics, Kisbee Therapeutics, Resonance
Medicine, Paradox, Q Bio, Halo, Group Nine Media, and many more.
As an independent producer, Jack’s film credits include Windfall, Silk Road, Freeheld, Bernie, Act of
Valor as well documentaries Fastball, Comic-Con Episode IV: A Fan's Hope, One the Line: The Richard
Williams Story, and many more.
Jack received a Bachelor of Arts in Economics from Hamilton College and currently serves as a Charter
Trustee as well as member of the Investment Committee for the college’s endowment. Jack is also an
Ambassador to the Navy SEALs Foundation.
Jack is a resident of Paradise Valley, Arizona, Teton Village, WY, and Dubai, United Arab Emirates. |
SERIES SPEAKERS
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Lily Taft Portfolio Manager, Member of Investment Policy Committee Main Street Research
Ken Frier Chief Investment Officer Atlas Capital Advisors
Dory Wiley President & Chief Executive Officer Commerce Street Investment Management
Pallavi Srivastava Manager, Investments Tolleson Wealth Management
John Schmit Portfolio Manager Frontier Investment Management
Blair Braden Managing Principal & Co-Founder Denver Wealth Management, Inc.
Jeffrey J. Burney Chief Client Officer RMB Capital
Michelle Clements Board Member Synergy Trust Partners
Carina Diamond Chief Experience Officer Dakota Wealth Management
James Ulland Founder Ulland Investment Advisors
Jennifer Ellison Principal Bingham, Osborn & Scarborough
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
KEY DISCUSSION TOPICS
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
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 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors making predictions for 2023.
Aside from energy, where are the biggest opportunities? Will ESG be affected as
volatility cripples some specific industries?
EMERGING AND 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?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the
world continue to unwind what has been a very accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 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.
THE FUTURE OF WEALTH MANAGEMENT
PRICING
| Early Bird I | 1,500 USD | 03/29/23 |
| Early Bird II | 1,900 USD | 05/31/23 |
| Pre-Event Registration I | 2,200 USD | 07/26/23 |
| Pre-Event Registration II | 2,600 USD | 10/13/23 |
| Event Registration | 3,000 USD | 12/14/23 |
