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.
SPONSORS
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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
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