2018-02-13T00:00:00-0500

2018-02-13T00:00:00-0500

4th Annual Private Wealth Texas Forum Dallas, TX | February 13, 2018 Request Agenda


The 5th Annual Private Wealth New England Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


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Key Discussion Topics

Economic, Political & Global MarketS Outlook
How can private clients and wealthy families navigate increasingly complex political, tax and interconnected global markets?

ALTERNATIVE INVESTMENTS
Private Equity, Venture, Hedge Funds and Real Assets all hold appeal for wealthy families–how are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

EQUITY MARKET TRENDS
With the U.S. bull market in its eighth year, private client investors are asking how long it will keep going up. Additionally, with a strong dollar and looming rate hikes, can U.S. markets continue to trend higher, or are we heading for our third major correction in less than two decades?

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

FIXED INCOME
We have entered a new age of fixed income characterized by low inventory, new regulations and rising rates. How global markets respond to this new paradigm is a challenging question with implications to private client portfolios

WEALTH PLANNING
Managing assets for tax and risk efficiency. Higher tax levels, advancements in structures, insurance products, investment strategies and technology are being utilized by sophisticated advisors throughout the state. 

PRICING

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.

VENUE


Tower Club
Thanksgiving Tower
1601 Elm Street
Dallas, TX
United States 75201
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Michelle Quilio

Head of Real Estate Production & Investor Relations

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org

MARKETING MANAGER

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP SALES

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org

SPONSORSHIP SALES

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org