4th Annual Private Wealth DC Metro Forum 2023 | Markets Group | 19 April 2023 | District Winery, 385 Water St SE, Washington, DC 20003, USA

This Forum is the leading conference for RIAs, family offices, and private banks throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of DC Metro based leaders in the sector.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments. Along with, succession planning and an outlook of the financial markets and global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2023 Speakers

KEYNOTE SPEAKERS:

Catherine Wood
Chief Executive Officer, Chief Investment Officer, ARK Investment Management

Carlos Gutierrez
35th United States Secretary of Commerce,

SPEAKERS:

Michael D. Bailey
Director of Research, Investment Committee Chair, FBB Capital Partners

Matthew Lettinga
Managing Director, Pathstone

Allison F. Dunlap
Managing Director, Head of Alternative Investments, Harbour Capital Advisors

Alexis McComb
Senior Vice President, Portfolio Manager, Farr, Miller & Washington

Sid Nadkarni
Chief Investment Officer, Bitterroot Capital Advisors

Karen Wawrzaszek
Executive Leader and Strategic Advisor

Katrina Lamb
Director of Investment Strategy and Research, MV Financial

Eric Teal
Managing Investment Director, U.S. Bank Private Wealth Management

Biff Pusey
Co-Founder & Member, CrossGrain Family Investments

Bonnie Sewell
Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Charles F. Reiling III
President & Chief Executive Officer, Coastal Investment Advisors

Nir Kaissar
Managing Member, Unison Advisors

Shellie Peters
Principal & Senior Wealth Advisor, The Colony Group

Brian Mattox
Chief Investment Officer, Kendall Capital Management

Robert Carpenter
President & Chief Executive Officer, Baltimore-Washington Financial Advisors

David Won
Director of Investments East Region, Citi Private Bank

Steve Skancke
Chief Investment Strategist, Keel Point Advisors

Ron Madey
Chief Investment Officer, Chief Executive Officer, Wealthcare Capital Management

2023 Sponsors

LEAD SPONSOR:
• Cantor Fitzgerald

PLATINUM SPONSORS:
• Ark Invest
• Calamos

GOLD SPONSORS:
• Amundi
• Easterly Funds
• Grubb Properties
• Harbor
• Hines
• Nuveen
• Peachtree
• Putnam Investments
• Radcliffe Capital Management
• Sandy Bay
• TransAmerica

SPONSORS:
• Blackcloak
• BNY Mellon
• CNL
• Gaintech
• KraneShares
• Forum Primark Capital
• Prospect Capital