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 the west coast.
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.
SPEAKERS
Erik Lehr Chief Investment Officer Empirical Wealth Management
Alex Peters Chief Investment Officer HoHimer Wealth Management
John Canorro Partner, Director of Operational Due Diligence Pathstone
Ali Criss-Kemp Chief Executive Officer Financial Insights Wealth Management
Roman Brent Chief Investment Officer Anacapa
Brandon Treasure Portfolio Manager First Pacific Financial
Gary Post Managing Partner Andina Family Offices
Adam Jordan Director of Investment Research & Management Paul R. Ried Financial Group
Evan Sowers President, Chief Executive Officer Riverview Trust Company
Cameron Barness Principal Kutscher Benner Barsness & Stevens
Viren Kamdar Managing Director Pathstone
Jorge Valcarcel Director, Investment Counselor Citi Private Bank
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
REQUEST AGENDA
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Key Discussion Topics
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the
Federal Reserve may be slowing or pausing its aggressive policy restraint, how
will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP
environment, with optimistic corporate earnings growth, a strong dollar and a
volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors
considering predictions for 2023.
Aside from energy, where are the biggest opportunities? Will ESG be affected as
volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives
investments hold appeal for wealthy families. How are wealth managers viewing
future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the
world continue to unwind what has been a very accommodating monetary policy.
However, with volatility likely to stay high, investors must continue to do
their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in
public markets, investors with appetite for less risk will be turning to real
estate and other real assets investments. Still, finding the best opportunities
will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth
managers need to ensure that their asset allocation strategies and wealth
management services are looking towards a better future.3
PRICING
| Early Bird I | 1,500 USD | 01/27/23 |
| Early Bird II | 1,900 USD | 03/03/23 |
| Pre-Event Registration I | 2,200 USD | 04/28/23 |
| Pre-Event Registration II | 2,600 USD | 06/02/23 |
| Event Registration | 3,000 USD | 07/05/23 |
