The 4th Annual Private Wealth West 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 region 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.
Created in 1974, CFA Society Seattle serves over 1,000 members representing all major institutional investment firms in the Puget Sound region.
We are a local non-profit organization that seeks to establish a trusted community of knowledgeable investment experts in the Pacific Northwest.
The societies’ mission is to advance our members’ investment knowledge and careers by providing educational and networking opportunities, while promoting the CFA charter and investment ethics in the Puget Sound region.
CFA Society Seattle sponsors a number of activities such as the such as the Private Wealth Forum, our annual Economic Forecast Dinner, research challenge, golf social, and seminars throughout the year to add value for our members, community, and local university students.
Mark Yusko, Founder & Chief Investment Officer, Morgan Creek Capital Management
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital).
Shelly Heier, President, Chief Operating Officer of Verus
Shelly Heier is President and Chief Operating Officer of Verus, a Seattle-based institutional investment advisor with responsibility for over $391 billion across the Americas. Verus has been proudly providing research-driven investment solutions for over 30 years.
In addition to bringing over 20 years of investment experience to a handful of the firm’s large client relationships, Shelly promotes Verus’ exceptional growth by driving the collaboration between investment research, client service and operational infrastructure. She serves on the Verus board of directors and management committee, and chairs the Alternative Investments Committee.
Shelly serves as a trustee on the board of her alma mater University of Puget Sound, is active in numerous civic and industry groups, including the CFA Institute and CFA Society of Seattle, and was a founding member of the Fred Hutchinson Cancer Research Center’s Innovator’s Network. In 2012 she was named one of the Puget Sound Business Journal’s “Forty under Forty.”
Gino Perrina Chief Investment Officer Laird Norton Wealth Management
Erik Lehr Director of Research Empirical Wealth Management
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Adam Jordan Director of Investment Research & Management Paul R. Ried Financial Group
Gary Post Managing Partner Andina Family Offices
Teresa Wells Managing Director, Investment Strategy Tiedemann Advisors
Gildas Quinquis Chief Investment Officer Windrose Advisors
Ryan Harvey Principal, Consultant Sellwood Consulting
Evan Wirkkala Chief Investment Officer Cornerstone Advisors
Jake Timm President Ten Capital Wealth Advisors
Roman Brent Chief Investment Officer Anacapa
Isaac Presley President Cordant Wealth Partners
Richard Cloutier Chief Investment Strategist Washington Trust Bank
Erik Morgan Senior Partner Freestone Capital Management
Joe Hegener Director of Investments Sky Oak Wealth
Michael Meighan Chief Investment Officer DA Davidson Trust
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
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.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?