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

5th Annual Private Wealth Mountain States Forum

Denver | October 7, 2020

4th Annual Private Wealth Germany Forum

Munich | 14 October 2020

5th Annual Private Wealth California Forum

Los Angeles | October 15, 2020

4th Annual Private Wealth Nordics Forum

Stockholm | OCTOBER 19, 2020

8th Annual Private Wealth Latin America & the Caribbean Forum

Miami | October 27-28, 2020

5th Annual Private Wealth East Forum

New York | October 29, 2020

Private Wealth Asia Singapore Forum

Singapore | November 5, 2020

5th Annual Private Wealth UK Forum

London | 5 November 2020

5th Annual Private Wealth Canada Toronto Forum

Toronto | November 5, 2020

6th Annual Private Wealth Florida Forum

Palm Beach | November 10, 2020

6th Annual Private Wealth Midwest Forum

Chicago | November 17, 2020

5th Annual Private Wealth West Forum

Seattle | December 1, 2020

5th Annual Private Wealth Switzerland Zürich Forum

Zürich | 1 December 2020

6th Annual Private Wealth Southeast Forum

Atlanta | December 7, 2020

6th Annual Private Wealth New England Forum

Boston | DECEMBER 9, 2020

3rd Annual Private Wealth Europe Forum

Paris | March 2021

Private Wealth Asia Hong Kong Forum

Hong Kong | 1 September 2021

6th Annual Private Wealth Mid-Atlantic Forum

Philadelphia | September 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

6th Annual Private Wealth Texas Forum

Dallas | February 13, 2020

5th Annual Private Wealth Switzerland Geneva Forum

Geneva | 11 March 2020



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]