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.
Clark Cheng Chief Investment Officer Merrimac
Howard Cure Director of Municipal Bond Research Evercore Wealth Management
Louisa Ives Managing Director Chilton Trust
Michael Steiner Partner, Wealth Advisor RegentAtlantic
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Ann Kaplan Partner Circle Wealth Management
Steven Kaye Chief Executive Officer AEPG Wealth Strategies
David Carter Chief Investment Officer Lenox Wealth Advisors
Benjamin Halliburton Chief Investment Officer, Chief Executive Officer Tradition Capital Management
Brian DeLucia Managing Partner Arrivato
Larry Chiarello Managing Director, Investments and Research SkyView Investment Advisors
John Wilson Head of Research and Corporate Governance Cornerstone Capital
Paul Platkin Chief Investment Officer Hillview Capital Advisors
Deva Panambur Managing Director Sarsi
Mark Martiak Vice President, Senior Wealth Strategist Premier Wealth Advisors
Eric Mancini Director of Investment Research Traphagen Financial Advisors
Geoff George Chief Executive Officer, Chief Investment Officer Viewpoint Family Office
Rahul Kothari Managing Partner Ironview Capital Management
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
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.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|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.|
Program Manager / Investor Relations
Head of Real Estate Production
& Investor Relations