PRIVATE WEALTH FORUMS

Our Private Wealth Series had been developed through extensive interaction with the local HNW investment communities, including chief executive officers, chief investment officers, research managers, and investment staff. They represent the region's HNW wealth management asset owners, including single-family offices, multi-family offices, wealth management firms, registered investment advisors and private banks.

We provide a platform for peer-to-peer knowledge exchange for the HNW wealth management community with a specific focus on investment management in a closed-door and non-salesy environment. Our content is constantly updated to reflect the latest in equity markets, fixed income, hedge funds, real estate, private equity, venture capital, private debt, real assets, succession planning and structuring investment portfolios for tax-efficient investing.

North American National Advisory Board

  • Carina Diamond, Chief Experience Officer, Dakota Wealth Management, OH
  • Fred Hinkley, Wealth Manager and Family Office Advisor, Manchester Capital, NY
  • Biff Pusey, Member, CrossGrain Family Investments, VA
  • Eduardo Arboleda, Founder, EVR Group, FL
  • Bud Sturmack, Head of Impact Investing and Partner, Perigon Wealth Management, NY
  • Keith Cardoza, Chief Investment Officer, Brownson, Rehmus & Foxworth, IL
  • Tommy Mayes, Managing Director, Executive Advisor, SunGate Capital, FL
  • Katherine Dunlevie, President and CEO of the Family Office, Synovus, GA
  • Aradhana Gupta Kejriwal, Managing Partner, Practical Investment Consultants, GA
  • James Ulland, President, Ulland Investment Advisors LLC, WA
  • Laura LaTourette, Founder, Family Wealth Management Group, GA
  • Sylvia Benito, Chief Investment Officer, ASK Family Office, FL
  • Jennifer Ellison, Partner, Cerity Partners, CA
  • Rory O’Hara, Founder Senior Managing Partner, Ausperity Private Wealth, NJ
  • Woody Uible, Principal, Bartlett Asset Management, OH
  • Dan Cupkovic, Director of Investments, Argi Financial Group, OH
  • Travis Upton, Chief Executive Officer, Chief Investment Officer, The Joseph Group, OH
  • Jonathan Justice, Managing Director and Senior Advisor, Chilton Trust, NJ + N.C.
  • Mary Robbins, Chief Investment Strategist, Fifth Third Wealth Advisors, N.C.
  • Alvina Lo, Chief Wealth Strategist, Wilmington Trust, NY
  • Mike Schiff, Managing Director, Klingenstein Field Advisors, FL
  • Shari Reiches, Co-Founder and Chief Visionary, Rappaport Reiches Capital Management LLC, IL
  • Grey Merriman, SVP, Wealth Relationship Director and Head of Wealth Planning Wealth Consulting Group, Atlantic Union Bank Wealth Management, NC
  • Michael Ashley Schulman, Partner, Chief Investment Officer, Running Point Capital Advisors, CA
  • Dylan Kremer, Co-Chief Investment Officer, Camden Capital, IL
  • Samira Salman, Chief Operating Officer, Heathside Ventures, TX
  • Carl Ludwigson, Managing Director, Bel Air Investment Advisors, CA
  • Nemanja Grujicic, Investment Manager, Highland, WA
  • Yussef Gheriani, Director of Investments, Operations, IHT Wealth Management, IL
  • Daniel Kern, Managing Director and Chief Investment Offier, TFC Financial Management, Inc., MA
  • Tucker Donahoe, Managing Partner, Montis Financial, MA
  • Saumen Chattopadhyay, Chief Investment Officer, OneDigital Investment Advisors, IL
  • Martim De Arantes Oliveira, Managing Director, Geller Advisors, CA
  • Jennifer Ellison, Partner, Cerity Partners, CA
  • Jay Goetschius, Managing Director and Head of Florida, Pitcairn, FL
  • Brian O’Neill, President, Cahaba Wealth Management, GA
  • Michael Crook, Chief Investment Officer, Mill Creek Capital Advisors, PA
  • Cristina Campabadal, Founder & CEO, CCS Finanzas, FL
  • Jacqueline “JaQ” Campbell, President/Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth, MI

7th Annual Private Wealth Florida Forum

Palm Beach | December 7, 2022

6th Annual Private Wealth Switzerland Zürich Forum

Zürich | December 14, 2022

9th Annual Private Wealth Texas Forum

Dallas | Feb 15, 2023

Private Wealth Pacific Northwest Forum

Portland | March 8, 2023

7th Annual Private Wealth Switzerland Geneva Forum

Geneva | March 8, 2023

8th Annual Private Wealth Florida Forum

Palm Beach | March 16, 2023

7th Annual Private Wealth Brazil Forum

São Paulo | March 21, 2023

5th Annual Private Wealth Spain Forum

Madrid | March 23, 2023

4th Annual Private Wealth DC Metro Forum

Washington D.C. | April 19, 2023

4th Annual Private Wealth Asia Singapore Forum

Singapore | April 19, 2023

8th Annual Private Wealth Southeast Forum

Atlanta | April, 26 2023

3rd Annual Private Wealth Canada West Forum

Vancouver | April, 26 2023

Private Wealth DACH Forum

Vienna | May, 9, 2023

8th Annual Private Wealth New England Forum

Boston | May 10, 2023

6th Annual Private Wealth Nordics Forum

Stockholm | May 10, 2023

2nd Annual Private Wealth Middle East Forum

Dubai | May 11, 2023

7th Annual Private Wealth UK Spring Forum

London | May 16, 2023

Private Wealth Michigan Forum

Birmingham | May, 18 2023

7th Annual Private Wealth Northern California Forum

San Francisco, CA | June 6, 2023

7th Annual Private Wealth East Spring Forum

New York | June 13, 2023

Private Wealth Germany Hamburg Forum

Hamburg | June, 2023

7th Annual Private Wealth West Forum

Seattle | July 18, 2023

5th Annual Private Wealth Great Plains Forum

Minneapolis | July, 26 2023

Private Wealth Australia Forum

Sydney I July 27, 2023

Private Wealth Israel Forum

Israel | September, 7 2023



Past Events

7th Annual Private Wealth New England Forum

Boston | March 24, 2022

3rd Annual Private Wealth DC Metro Forum

Washington D.C. | April 6, 2022

6th Annual Private Wealth UK Spring Forum

London | April 26, 2022

7th Annual Private Wealth Southeast Forum

Atlanta | April 28, 2022

3rd Annual Private Wealth Asia Singapore Forum

Singapore | May 5, 2022

8th Annual Private Wealth Texas Forum

Dallas | May 5, 2022

4th Annual Private Wealth Spain Forum

Madrid, Spain | May 11, 2022

6th Annual Private Wealth Southern California Forum

Los Angeles | May 11, 2022

5th Annual Private Wealth Nordics Forum

Stockholm | June 1, 2022

Private Wealth Germany Hamburg Forum

Hamburg | June 15, 2022

6th Annual Private Wealth Northern California Forum

San Francisco, CA | June 15, 2022

6th Annual Private Wealth Switzerland Geneva Forum

Geneva | June 21, 2022

6th Annual Private Wealth East Spring Forum

New York | June 22, 2022

6th Annual Private Wealth West Forum

Seattle | July 13, 2022

4th Annual Private Wealth Great Plains Forum

Minneapolis | July 27, 2022

Private Wealth Australia Forum

Sydney I August 4, 2022

6th Annual Private Wealth Midwest Forum

Chicago | August 11, 2022

Private Wealth Central States Forum

Nashville | August 18, 2022

Private Wealth Italy Forum

Milan, Italy | September 15, 2022

4th Annual Private Wealth Benelux Forum

Amsterdam | September 21, 2022

3rd Annual Private Wealth Asia Hong Kong Forum

Hong Kong | September 22, 2022

7th Annual Private Wealth Mid-Atlantic Forum

Philadelphia | September 22, 2022

6th Annual Private Wealth Mountain States Forum

Denver | September 29, 2022

Private Wealth Carolinas Forum

Charlotte | October 13, 2022

5th Annual Private Wealth Germany Munich Forum

Munich | October 18, 2022

6th Annual Private Wealth East Fall Forum

New York | October 19, 2022

9th Annual Private Wealth Latin America & the Caribbean Forum

Miami | November 2-3, 2022

6th Annual Private Wealth Canada Forum

Toronto | November 15, 2022

6th Annual Private Wealth Ohio Forum

Columbus | November 16, 2022

6th Annual Private Wealth UK Autumn Forum

London | November 17, 2022

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

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