PRIVATE WEALTH FORUMS

Our Private Wealth series was developed through extensive interaction with the local HNW investment community, 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.



Current Events

2nd Annual Private Wealth Asia Singapore Forum

Singapore | March 2021

3rd Annual Private Wealth Europe Forum

Paris | March 24, 2021

6th Annual Private Wealth New England Forum

Boston | March 25, 2021

6th Annual Private Wealth Southeast Forum

Atlanta | April 21, 2021

5th Annual Private Wealth UK Spring Forum

London | April 22, 2021

5th Annual Private Wealth California Forum

Los Angeles | May 12th, 2021

4th Annual Private Wealth Nordics Forum

Stockholm | June 2, 2021

5th Annual Private Wealth East Spring Forum

New York | June 15, 2021

5th Annual Private Wealth West Forum

Seattle | July 13, 2021

2nd Annual Private Wealth Asia Hong Kong Forum

Hong Kong | August 2021

6th Annual Private Wealth Midwest Forum

Chicago | August 11, 2021

5th Annual Private Wealth Switzerland Geneva Forum

Geneva | September 2021

7th Annual Private Wealth Texas Forum

Dallas | September 2021

6th Annual Private Wealth Mid-Atlantic Forum

Philadelphia | September 22nd, 2021

4th Annual Private Wealth Benelux Forum

Amsterdam | September 2021

5th Annual Private Wealth Mountain States Forum

Denver | September 29, 2021

4th Annual Private Wealth Germany Forum

Munich | October 13, 2021

8th Annual Private Wealth Latin America & the Caribbean Forum

Miami | October 25-26, 2021

5th Annual Private Wealth Canada Forum

Toronto | October 27, 2021

5th Annual Private Wealth East Fall Forum

New York | October 28, 2021

6th Annual Private Wealth Florida Forum

Palm Beach | November 2021

5th Annual Private Wealth UK Autumn Forum

London | November 2021

5th Annual Private Wealth Ohio Forum

Columbus | November 18 2021

5th Annual Private Wealth Switzerland Zürich Forum

Zürich | November 23, 2021



Past Events

5th Annual Private Wealth Texas Forum

Dallas, TX | February 6, 2019

5th Annual Private Wealth Northern California Forum

San Francisco, CA | February 12, 2019

3rd Annual Private Wealth Nordics Forum

Stockholm, Sweden | March 6, 2019

4th Annual Private Wealth Switzerland Forum - Geneva

Geneva | March 12, 2019

5th Annual Private Wealth New England Forum

Boston, Massachusetts | March 27, 2019

4th Annual Private Wealth Central States Forum

Minneapolis, MN | April 2, 2019

Private Wealth Europe Spring Forum

Paris, France | April 9, 2019

Private Wealth Asia Forum

Singapore | April 10, 2019

4th Annual Private Wealth UK Spring Forum

London, England | May 1st, 2019

3rd Annual Private Wealth Spain Forum

Madrid, Spain | May 8, 2019

5th Annual Private Wealth Southeast Forum

Atlanta, GA | May 14, 2019

4th Annual Private Wealth Southern California Forum

Los Angeles | June 12, 2019

4th Annual Private Wealth East Spring Forum

New York | June 26, 2019

4th Annual Private Wealth West Forum

Seattle | July 31, 2019

5th Annual Private Wealth Florida Forum

Palm Beach | August 21, 2019

3rd Annual Private Wealth Benelux Forum

Amsterdam | 17 September 2019

5th Annual Private Wealth Mid-Atlantic Forum

Philadelphia | September 25, 2019

Private Wealth Asia Autumn Forum

Hong Kong | October 10, 2019

3rd Annual Private Wealth Germany Forum

Munich | 16 October 2019

7th Annual Private Wealth Latin America & the Caribbean Forum

Miami | October 22–23, 2019

4th Annual Private Wealth Mountain States Forum

Denver | October 23, 2019

Private Wealth Europe Autumn Forum

Milan | November 7, 2019

4th Annual Private Wealth UK Autumn Forum

London | 12 November 2019

4th Annual Private Wealth East Fall Forum

New York | November 13, 2019

4th Annual Private Wealth Canada Forum - Toronto

Toronto | November 21, 2019

4th Annual Private Wealth Ohio Forum

Columbus | December 5, 2019

4th Annual Private Wealth Switzerland Forum - Zurich

Zürich | 10 December 2019

5th Annual Private Wealth Midwest Forum

Chicago | December 12, 2019



Andres Ortiz

Head of Production

+1 347-778-2568

[email protected]

Patrick Egan

Co-Head of Real Estate

+1 917-551-5727

[email protected]

Michelle Quilio

Co-Head of Real Estate Production
& Investor Relations

+1 646-202-1943

[email protected]

Brett Friedberg

Head of Sales

+1 212-804-6220

[email protected]

Paola Segura

Head of Asia Pacific

+65 3165 0800

[email protected]

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

[email protected]

Tom Hind

Relationship Manager

+1 347-708-1640

[email protected]

Max Tattersall

Relationship Manager

+44 20 8068 2659

[email protected]

Brian Intemann

Program Manager / Investor Relations

+1 347-352-8168

[email protected]

Adena Baichan

Program Manager / Investor Relations

+1 212-706-9701

[email protected]

Orlanda Poblete

Delegate Relations Associate

+65 3165 2733

[email protected]