PRIVATE WEALTH FORUMS

Our Private Wealth Forums are developed through extensive local travel and feedback from the local markets including chief executive officers, chief investment officers, research managers and investment staff representing HNW wealth management asset owners including single family offices, multi-family offices, wealth management firms, Registered Investment Advisors and private banks.

In a closed door and non-salesy environment we provide a platform for peer to peer knowledge exchange for HNW wealth management community with a specific focus on investment management. Our coverage 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.



Current Events

4th Annual Private Wealth Northern California Forum

San Francisco, CA | March 14, 2018

3rd Annual Private Wealth Switzerland Forum - Geneva

Geneva, Switzerland | March 15, 2018

Private Wealth Europe Forum

Paris, France | April 17, 2018

4th Annual Private Wealth New England Forum

Boston, Massachusetts | April 24, 2018

2nd Annual Private Wealth Canada Forum - Vancouver

Vancouver, Canada | May 8, 2018

Private Wealth Spain Forum

Madrid, Spain | May 9, 2018

Private Wealth Nordics Forum

Stockholm, Sweden | May 29, 2018

3rd Annual Private Wealth Southern California Forum

Los Angeles, CA | June 14, 2018

3rd Annual Private Wealth East Forum

New York, NY | June 19, 2018

Private Wealth West Forum

Seattle, Washington | July 18, 2018

4th Annual Private Wealth Midwest Forum

Chicago, IL | August 14, 2018

Private Wealth France Forum

Paris, France | 12 September 2018

3rd Annual Private Wealth Great Plains Forum

Minneapolis, MN | September 13, 2018

Private Wealth Benelux Forum

Amsterdam, Netherlands | 19 September 2018

Private Wealth DC Metro Forum

Washington D.C. | September 26, 2018

6th Annual Private Wealth Latin America & the Caribbean Forum

Miami, FL | October 16 & 17, 2018

Private Wealth Germany Forum

Munich, Germany | October 17, 2018

2nd Annual Private Wealth Mountain States Forum

Denver, CO | October 18, 2018

4th Annual Private Wealth Mid-Atlantic Forum

Philadelphia, PA | October 22, 2018

3rd Annual Private Wealth Ohio Forum

Columbus, Ohio | November 8, 2018

3rd Annual Private Wealth Canada East Forum

Toronto, Canada | November 8, 2018

4th Annual Private Wealth Tri-State Forum

New York, NY | November 15, 2018

3rd Annual Private Wealth UK Autumn Forum

London, England | November 27, 2018

4th Annual Private Wealth Southeast Forum

Atlanta, GA | December 5, 2018

3rd Annual Private Wealth Switzerland Forum - Zurich

Zurich, Switzerland | December 10, 2018

Private Wealth Florida Forum

Palm Beach, FL | December 12, 2018



Past Events

Private Wealth Texas Forum

Dallas, TX | February 27, 2017

Private Wealth Southern California Forum

Los Angeles, CA | March 6, 2017

Private Wealth Switzerland Forum

Geneva, Switzerland | March 15, 2017

Private Wealth UK Forum

London, England | March 21, 2017

6th Annual Private Wealth Brazil Forum

São Paulo, Brazil | March 27, 2017

Private Wealth New England Forum

Boston, Massachusetts | April 5, 2017

Private Wealth Middle East Forum

Dubai, United Arab Emirates | April 5, 2017

Private Wealth Northern California Forum

San Francisco, CA | April 27th, 2017

Private Wealth Ohio Forum

Columbus, Ohio | May 8, 2017

Private Wealth US Forum

New York, NY | May 10, 2017

Private Wealth Netherlands Forum

Amsterdam, Netherlands | May 16, 2017

Private Wealth Spain Forum

Madrid, Spain | June 7, 2017

Private Wealth Great Plains Forum

Minneapolis, MN | June 8, 2017

Private Wealth Mountain States Forum

Denver, CO | June 14, 2017

Private Wealth Northern Europe Forum

Stockholm, Sweden | June 20, 2017

Private Wealth Canada West Forum

Vancouver, Canada | June 20, 2017

Private Wealth Pacific Northwest Forum

Seattle, Washington | July 17, 2017

Private Wealth Central States Forum

Nashville, TN | July 25, 2017

Private Wealth Midwest Forum

Chicago, IL | August 15, 2017

Private Wealth Germany Forum

Munich, Germany | September 13, 2017

Private Wealth Florida Forum

Palm Beach, FL | September 26, 2017

Private Wealth Canada East Forum

Toronto, Canada | September 27, 2017

Private Wealth Mid-Atlantic Forum

Philadelphia, PA | October 12, 2017

Private Wealth Latin America & the Caribbean Forum

Miami, FL | October 17-18, 2017

Private Wealth France Forum

Paris, France | October 24, 2017

Private Wealth Texas Forum

Houston, TX | October 25, 2017

Private Wealth UK Forum

London, England | October 31, 2017

Private Wealth Tri-State Forum

New York, NY | November 7, 2017

Private Wealth Switzerland Forum

Zurich, Switzerland | December 6, 2017

Private Wealth Southeast Forum

Charlotte, NC | December 12, 2017

4th Annual Private Wealth Texas Forum

Dallas, TX | February 13, 2018

3rd Annual Private Wealth UK Spring Forum

London, England | February 20, 2018



Paul Hamann

Head of Private Wealth & Alternatives Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

Michelle Quilio

Head of Private Wealth Investor Relations

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org

Brett Friedberg

Head of EMEA Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

Cassia Di Roberto

Program Manager / Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org

Karishna Perez

Marketing Manager/ Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

Edward Prindiville

Delegate Sales

+1 646-358-3444

Edward.Prindiville@marketsgroup.org

Rebecca Birch

Program Manager / Investor Relations

+1 646-358-3420

Rebecca.Birch@marketsgroup.org

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org

Ryan Gaviria

Program Manager / Investor Relations

+1 347-352-8615

Ryan.Gaviria@marketsgroup.org

Paola Segura

Relationship Manager

+1 347-778-2541

Paola.Segura@marketsgroup.org

Jane Popova

Program Manager / Investor Relations

+44 20 8068 0281

Jane.Popova@marketsgroup.org