2016-04-06T00:00:00-0400

2016-04-07T00:00:00-0400

PRIVATE WEALTH US FORUM

New York, NY | April 6–7, 2016
REQUEST AGENDA

OVERVIEW

The Private Wealth US Forum is our Flagship US private wealth forum. This form is the culmination of our fourteen one day local private wealth events across the US and brings together the leading national private banks, RIAs and family offices for a two day networking & peer education platform. The forum’s agenda covers asset allocation, trust & estate planning, family governance, FATCA, risk management and asset class specific sessions.

FEATURED KEYNOTE

Peter Buffett, Co-Chair, NoVo Foundation

Emmy Award-winning musician Peter Buffett has an acclaimed career that spans more than 30 years as a professional composer, philanthropist and author. He began his career creating music for early MTV bumpers of the ‘80s, and the climactic crescendo in the memorable “Fire Dance” scene in 1990’s Oscar winning film Dances with Wolves. Buffett received critical acclaim for his Native American-inspired music, composing the full score for 500 Nations- the eight-hour Emmy-awarded CBS miniseries produced by Kevin Costner, and the musical production Spirit: The Seventh Fire. Peter has released more than 16 records to date on his own imprints as well as Narada, Epic and Hollywood Records. He has collaborated with Grammy-nominated recording artist Akon as well as Grammy-winning artist Angelique Kidjo on human rights inspired songs. Buffett’s inspiring book, Life Is What You Make It, debuted at #4 on the New York Times Best Seller list. To bring the message of the book alive, Buffett has crafted Life Is What You Make It: A Concert & Conversation with Peter Buffett, a live music event that incorporates multi-media and personal stories to give the audience an authentic, inspirational, and impactful evening.

For more information, please visit www.peterbuffett.com

MEDIA & INSTITUTIONAL PARTNERS

WHY ATTEND

Attend an event structured around high level content

Access to more than ten hours of targeted networking        

Meet with 350+ attendees including experts on private client landscape from the United States    

WHY SPONSOR

Key Discussion Topics Include:

  • The event will provide updated education on asset allocation and asset protection learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, tax, trust and estate planning. Learn about the latest regulations.
  • 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?
  • Philanthropy - How are Philanthropy leaders and impact investors approaching this concept when investing their money.
  • Family Governance - how can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come.


SPONSORSHIP ONLY

This event has now SOLD OUT.

VENUE


The Harmonie Club
4 E 60th St
New York, NY

United States 10022

CLICK TO VISIT VENUE WEBSITE

CONTACT

CO-HEAD OF US PRIVATE WEALTH

Paul Hamann

Head of US Private Wealth Group

347-308-7792

Paul.Hamann@marketsgroup.org

INVESTOR RELATIONS

Maria Tatis

Program Manager

+1 646-202-9436

Maria.Tatis@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

REGISTRATION

David Cherrez

Business Development Associate

+1 646-681-6463

David.Cherrez@marketsgroup.org

SPONSORSHIP

Tom Mallon

Relationship Manager

212-696-0892

Thomas.Mallon@marketsgroup.org