The Private Wealth West Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across West.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
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 Investment Partner, Private Equity Andina Family Offices
Teresa Wells Managing Director, Investment Strategy Tiedemann Advisors
Gildas Quinquis Chief Investment Officer Windrose Advisors
Ryan Harvey Principal, Consultant Sellwood Consulting
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
Joel Kress Chief Operating Officer Pomona Investment Fund
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||03/05/22|
|Early Bird II||1,300||04/02/22|
|Pre-Event Registration I||1,600||04/30/22|
|Pre-Event Registration II||1,900||06/04/22|