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.
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
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.
|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.|