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.
PAST SPEAKERS
Michelle Mathieu Chief Executive Officer and Chief Investment Officer Fulcrum Capital
John Canorro Partner, Director of Operational Due Diligence Pathstone
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Adam Jordan Director of Investment Research & Management Paul R. Ried Financial Group
Alex Peters Chief Investment Officer HoHimer Wealth Management
Nemanja Grujicic Investment Manager Highland Private
Ali Criss-Kemp Chief Executive Officer Financial Insights Wealth Management
Robert Haworth Senior Investment Strategy Director U.S. Bank Wealth Management
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
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Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
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 |
