2018-11-15T00:00:00-0500

2018-11-15T00:00:00-0500

4th Annual Private Wealth Tri-State Forum New York, NY | November 15, 2018 Request Agenda


The Private Wealth Tri-State Forum is designed to bring together more than 75 capital allocators and wealth managers from New York, New Jersey and Connecticut for a day of networking and knowledge share. 

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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.


LEAD SPONSORS

PLATINUM SPONSORS

SPONSORS

REQUEST AGENDA

Key Discussion Topics

ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

    SUCCESSION PLANNING
    Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

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

    ALTERNATIVE INVESTMENTS
    Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?

    TRENDS & FUTURE OUTLOOK
    An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.

    FIXED INCOME
    Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.

    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


    The Harmonie Club
    4 E 60th St, New York, NY 10022
    New York, NY
    United States 10022
    CLICK TO VISIT VENUE WEBSITE

    CONTACT

    HEAD OF PRIVATE WEALTH

    Cassia Di Roberto

    Head of Private Wealth Production & Investor Relations

    +1 646-202-1493

    Cassia.Diroberto@marketsgroup.org

    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

    PROGRAM MANAGER

    Ann Lee

    Program Manager / Investor Relations

    +1 646-568-2779

    Ann.Lee@marketsgroup.org

    SPONSORSHIP

    Tom Hind

    Relationship Manager

    +1 347-708-1640

    Tom.Hind@marketsgroup.org

    SPONSORSHIP

    Tom Mallon

    Relationship Manager

    +1 212-696-0892

    Thomas.Mallon@marketsgroup.org